Forms and landing pages
Publish an enquiry form or a simple page in minutes and route submissions to the right list.
Product
Every tool a lead needs, start to signed.
Leadnote keeps capture, follow-up, selling and reporting in one place, so nothing falls between spreadsheets and chat threads.
Leads
Capture from every channel, keep one clean record.
Public forms, imports, integrations and manual entry all create the same kind of lead, with its source, list, owner and stage. Assignment rules and instant replies mean new leads are never waiting for a human.
- Enquiry forms with country-aware phone fields
- Spreadsheet import with column mapping
- Archive, restore and merge without losing history
New leads128
Lena HoffmannWeb form
Marco SilvaWhatsApp
Ife AdeyemiEvent badge
Assigned automatically, instant reply sent
Follow-ups
A next step on every lead, a reminder for every step.
Set the next follow-up as you finish a call. Leadnote reminds the owner, shows it on the shared calendar and flags what is overdue, unattended or going stale.
- Tasks and to-dos beside lead follow-ups
- Calendar of the whole team's follow-ups
- Unattended and stagnant lead views
This week7 reminders
MonTueWedThuFri 9 am 11 am 1 pm 3 pm
Sales tools
Quotes, invoices and orders that start from the lead.
Keep your catalogue, price lists and addresses in Leadnote. Build a quote in a few clicks, send it, and convert it when the answer is yes.
- Products, product groups and customer groups
- Price lists for dealers, regions or tiers
- Quotes, invoices and sales orders in one flow
Quote Q-1042
Halcyon Freight- Site survey$180 each 1 $180
- Installation kit$640 each 2 $1,280
- Annual support$420 each 1 $420
- Subtotal
- $1,880
- Discount
- -$94
- Tax 8%
- $143
- Total
- $0
Reports
Know where deals are and where they stall.
A live funnel and stage table show the shape of the pipeline. Activity and team reports show the effort behind it. Slice by deal size, potential, tag, source or customer group.
- Funnel, stage and conversion reports
- Team performance and activity reports
- Account insights for each customer group
17%lead to customer
Up this monthSample data
Leadnote AI
An assistant that has read your whole pipeline.
Ask questions in plain language, get a summary before a call, or have a follow-up drafted in a sentence. Leadnote AI works only with data your account can already see.
- Answers about leads, quotes and tasks
- Drafts emails and WhatsApp messages
- Suggests who to contact first today
Leadnote AISees only your data
Integrations
Bring leads in. Send answers out.
Connect the places your leads already come from and the channels your team already uses. Hover a tile to see what each one does.
- Open API and webhooks
- Automation platforms for thousands of apps
- Import and export at any time
Web formsPublish an enquiry form or landing page and route submissions to the right list.
Four ways leads come in.
Automation tools
Connect thousands of apps through automation platforms, or push events with webhooks.
Ads and marketplaces
Pull in leads from social ad forms, form builders and lead marketplaces as they arrive.
Open API
Create and update leads from your own systems with a documented API and keys you control.
The details
And the details that make it yours.
Kanban, card and table views
The same leads, shaped for the task: a board for the pipeline, cards for calls, a table for bulk work.
Merge duplicates
Repeat enquiries are matched by phone and email, so one customer is one record.
Custom fields and stages
Name the stages and fields the way your team talks.
Lists, tags and groups
Keep events, campaigns and branches apart.
Roles and access
Admins see everything, members see their own leads.
Import and export
Bring spreadsheets in and take everything out. Your data is yours at any time.
Campaigns
Email and WhatsApp updates, birthday wishes and templates for any segment.
Your next lead is already on its way.
Create your free account in a minute. No card, no setup call, and your first lead can be in before lunch.
Free for one user. No card needed.