Your spreadsheet doesn't remind you to follow up

LeadWiseSystem does. Keep the simplicity you love about spreadsheets. Add reminders, pipeline view, quotes, and invoicing.

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14-day free trial. Card required, cancel anytime.

Sound familiar?

Your spreadsheet started small. Now it's 47 tabs, color-coded formulas, and a "last contacted" column you stopped updating in March. You know a CRM would help but they all look like enterprise software.

  • ✕ Spreadsheet doesn't remind you when to call
  • ✕ No quick way to see "who needs attention today"
  • ✕ Can't send quotes or invoices from a spreadsheet

What you get when you upgrade from a spreadsheet

Everything your spreadsheet can't do. Nothing you don't need.

🔔

Daily follow-up reminders

Email every morning with leads that need attention. Your spreadsheet can't do this.

📊

Pipeline view

New → Contacted → Quoted → Won. Visual status without conditional formatting.

💰

Quotes + invoicing

Send professional quotes. Convert to invoices. Track payment. All connected to the lead.

📱

Works on your phone

Check leads from anywhere. Try that with a Google Sheet on mobile.

🔍

Search + filter

Find any lead instantly. Filter by status, date, rep. No Ctrl+F fumbling.

📝

Communication log

Notes attached to each lead. Full history. No more "what did we discuss?"

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Set up in 5 minutes. Import your spreadsheet later.

How it works

1

Import your spreadsheet

Upload your CSV. Columns map to lead fields automatically.

2

Get a real pipeline

Stages, follow-ups, search, filters. Everything a spreadsheet fakes.

3

Send quotes from the same tool

No copy-pasting into a separate template. Build and send from the lead record.

Simple pricing. Less than your Netflix subscription.

$79.99/year = $6.67/month.

Solo

1 user · 100 leads

$79.99 /year

or $7.99/month

  • Lead tracking + pipeline
  • Daily follow-up reminders
  • Quotes + invoicing
  • Communication log
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Starter

5 users · 1,000 leads

$290 /year

or $29/month

  • Everything in Solo
  • Team assignments
  • Customer hub
  • Reports
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Pro

Unlimited users + leads

$790 /year

or $79/month

  • Everything in Starter
  • Automated outreach
  • Lead scoring
  • Priority support
Start Free Trial

14-day free trial. Cancel anytime.

Feels like a spreadsheet, works like a CRM

One list of leads. Add notes. Set follow-ups. The interface is as simple as a spreadsheet — but with superpowers built in.

Keep your spreadsheet as backup

Export anytime. Your data is yours. But once you have reminders and quotes, you won't go back.

Upgrade from your spreadsheet today

14-day free trial. Card required, cancel anytime.

Start Your Free Trial

You'll wonder why you waited.