New lead to closed contact
in four steps.
Contacts flow in from LeaderLeads automatically. You work your pipeline, set reminders, and follow up with everyone — no admin required.
- 1
Contacts flow in automatically from LeaderLeads
Every card scan and lead captured in LeaderLeads flows directly into your LeaderCRM pipeline. No CSV import, no copy-paste, no manual data entry. Your CRM is always current — the moment they scan your card, they appear in your pipeline.
- 2
Or import a CSV in seconds
Already have a contact list? Upload a CSV and your existing leads land in your pipeline instantly. LeaderCRM maps the fields automatically — name, phone, email, notes — and you are ready to work.
- 3
Work your pipeline from your phone or desktop
Move contacts through stages, log call notes, and set follow-up reminders — all from one screen. Stages match how field leaders actually sell: New Lead, Engaged, Presented, Follow Up, Closed. No custom admin required.
- 4
Follow up with everyone. Never let a contact go cold.
LeaderCRM surfaces who needs a touchpoint today. Set a reminder once and walk away. Every morning you open the app to a clear action list — who to call, who to text, who to close. No prospect falls through the cracks.
Questions we hear every time
- Does LeaderCRM work without LeaderLeads?
- Yes. You can import contacts via CSV or add them manually. But the fastest way to fill your pipeline is with LeaderLeads — every card scan becomes a CRM contact automatically. If you're in the Leader ecosystem, the two products are wired together.
- Can I track my whole downline from one view?
- Yes — on the Executive plan. The Downline CRM view shows what every member of your team is working on, which contacts need attention, and who's at risk of going cold. You coach from the overview and drill in when needed.
- How does the follow-up reminder system work?
- Open any contact, set a reminder — date, time, and a note. LeaderCRM surfaces that contact on the day you set. You get a notification, open the app, see the context you logged, and make the call. It is not a complex drip sequence. It is a simple, reliable nudge that makes sure you follow up.
- Does it integrate with other tools?
- LeaderCRM is built to live inside the Leader Suite — LeaderSend for email follow-up, LeaderCal for booking calls, LeaderLeads for lead capture. For external tools, you can export contacts at any time. Full Zapier integration is on the roadmap.
Start free. Import your contacts. Go.
No onboarding call. No credit card. Starter plan is free forever. Your next follow-up is two minutes away.