LeadWiseSystem does. Keep the simplicity of a spreadsheet. Add reminders, pipeline view, quotes, and invoicing.
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Your Excel spreadsheet has 15 columns, conditional formatting, and a "last contacted" field you stopped updating two months ago. It works, sort of. But you keep losing deals to people who followed up faster.
With none of the CRM complexity you're trying to avoid.
Email every morning: "These leads need a call today." Excel will never do this.
New → Contacted → Quoted → Won. Visual status without conditional formatting nightmares.
Send professional quotes. Convert to invoices. Track payment. All in one place.
Add leads, check pipeline, send quotes — from anywhere. Try that on a mobile spreadsheet.
Find any lead instantly. Filter by status, date, rep. No Ctrl+F hunting through rows.
Every call logged in one place. No more "which cell has the notes?"
Set up in 5 minutes. Keep your spreadsheet as backup.
Upload CSV. Your columns become lead fields.
Filter, sort, search by name or status. No more CTRL+F.
Things a spreadsheet cannot do. Built into every lead.
Less than a large coffee. More than your spreadsheet can do.
1 user · 100 leads
or $7.99/month
5 users · 1,000 leads
or $29/month
Unlimited users + leads
or $79/month
14-day free trial. Cancel anytime.
One list of leads. Add notes. Set follow-ups. If you can use Excel, you can use this. No training required.
Your data is yours. Export to CSV whenever you want. But once you have reminders and quotes, you won't want to.
14-day free trial. Card required, cancel anytime.
Start Your Free TrialYour first follow-up reminder arrives tomorrow morning.