Leadnote brings your enquiries, reminders, quotes and reports into one calm workspace, with Leadnote AI to keep the whole team on the next step.
Free for one user. No card needed.
Trusted by sales teams that would rather talk to customers than update spreadsheets
One workspace for the whole sales rhythm
Capture
Web forms, event badges, spreadsheets and ads all feed the same list. Leadnote assigns each new lead to the right person and sends an instant reply, before anyone has to ask.
Follow up
Every lead carries its next step. Reminders reach people where they are, overdue work is flagged, and a shared calendar shows the week at a glance.
Sell
Build a quote from your product list, send it, and turn it into an invoice or sales order when it is accepted. The lead keeps the whole story.
Learn
A live funnel, deal size by stage, and activity by teammate. Know which source brings the best leads and where deals go quiet.
Your on-demand team
They handle the routine so your people can handle the relationships.
Leadnote AI
Which leads are about to go cold? What did we quote Grindrod? Draft a follow-up in my voice. Leadnote AI answers from your own data, and only what you can already see.
Meet Leadnote AIThree leads are due. Alissa asked for pricing yesterday and is the warmest at 12 lakh. Start there.
Assign by rule, reply instantly, move stages on events and nudge the owner when nothing happens.
See what it can doA nudge on the phone, an email, a WhatsApp message. Whichever your team actually reads.
See remindersMonday morning, the numbers that matter land in your inbox. No dashboards to dig through.
See reports“We used to lose enquiries in three different group chats. Now every lead has an owner and a next step, and nobody asks me where things stand.”
“The reminders changed how we work. Counsellors call back the same day, and our admissions numbers followed.”
“I set up our event booth form on a Friday and had forty leads sorted, assigned and emailed before Monday.”
Bring leads in from forms, ads and telephony, and send updates out through email and WhatsApp.
Pricing
Leadnote is a lead and customer management workspace. It captures leads from forms, imports and integrations, assigns them, reminds your team to follow up, helps you send quotes and invoices, and reports on what is working.
Small and growing sales teams, agencies, institutes, clinics, event teams and owner-run businesses that outgrew spreadsheets and chat threads but do not want a heavy enterprise tool.
Most teams are capturing their first lead within ten minutes: create your account, answer four short questions about your business, share your enquiry form and you are live. Importing an existing sheet takes a few more minutes.
Yes. Import from a spreadsheet, map the columns once and Leadnote creates the leads, groups and owners. You can export everything back out at any time.
Leadnote AI answers questions about your pipeline in plain language, drafts follow-up messages, and surfaces leads that need attention. It only sees data your own account can already see.
Yes. The Free plan works for one person with up to 200 leads. Paid plans start with a free trial and need no card to begin.
Create your free account in a minute. No card, no setup call, and your first lead can be in before lunch.