Everything you need to track leads, follow up, and close deals.
After signing up, you land on your Dashboard. This shows your pipeline at a glance: total leads, new leads this week, deals won, follow-ups due, and your hottest leads by score.
Go to Leads and click Import CSV. Upload a .csv file with your leads. You'll map each column to the right field (name, email, phone, company, source, status, priority, value). Duplicates are flagged by email before import.
The Leads page is your main workspace. Every lead in your organization lives here.
Use the search bar to find leads by name, email, company, or phone. Filter by status, source, or priority using the dropdowns. Combine filters to narrow down exactly what you need.
Click any column header to sort. Click again to reverse. Sort by name, company, status, value, score, or date created.
Click any lead to open its detail view. Edit fields inline. Changes save when you click away or press Save. Every edit is logged in the activity timeline.
Archive leads you no longer need (lost deals, duplicates, junk). Archived leads disappear from your main list but aren't deleted. Toggle "Show archived" to see them. Unarchive anytime.
Add custom key/value fields to any lead for information that doesn't fit the standard fields (industry, company size, referral source detail, etc.).
Every lead has a status that shows where it stands in your process:
Change status from the lead detail view or directly from the leads list. Status changes are logged in activities so you can see the full journey.
When you mark a lead as Won or Lost, you'll be asked for a close reason. This feeds into your reports so you can spot patterns over time.
Every call, email, or meeting with a lead should be logged. This gives your team full context without asking "did anyone talk to this person?"
Each lead gets a unique BCC email address. Add it to the BCC field when you send emails from your regular inbox, and the email content is automatically logged to that lead's timeline. Find the BCC address in the lead detail view under "BCC Token."
Tasks are the follow-up system. Create a task tied to a lead with a due date, and you'll see it in your task list and on your dashboard when it's due.
LeadWiseSystem sends you a daily digest email listing:
Configure your reminder preferences in Settings:
Reminders are timezone-aware. If you set 8 AM Central, you'll get the email at 8 AM Central regardless of where our servers are.
Every lead gets a score from 0 to 100 based on how engaged and valuable they are. Higher scores mean hotter leads that deserve your attention first.
Scores recalculate automatically when you update a lead, log a communication, or complete a task. A nightly job also recalculates all scores to apply time decay.
Scores appear on the leads list, lead detail view, and the "Hot Leads" section of your dashboard. Sort the leads list by score to see your best opportunities at the top.
Invite team members from Settings > Team. Each person gets their own login and can see all leads in your organization.
Assign a lead to any team member from the lead detail view. The assigned person gets an email notification. Filter the leads list by "Assigned to" to see who's working what.
The Reports page gives you a read on how things are going without needing to build spreadsheets.
The scoring formula weighs five factors. Each produces a component score, and they're summed to produce the 0-100 total:
Update your name and email from Settings > Profile.
Change your password from Settings > Password. You'll need your current password to set a new one.
Set your timezone in Settings. This controls when you receive reminder emails and how dates display throughout the app.
Configure daily digest emails: toggle on/off, set delivery time, choose active days. See the Tasks & Follow-Up Reminders section above.
LeadWiseSystem has three plans:
All plans include the same features: lead tracking, scoring, reminders, communications, tasks, reports, CSV import, and team assignments. Plans differ by user count and lead limits.
Manage your subscription from Settings > Billing. Upgrade, downgrade, or cancel anytime. Billing is handled through Stripe.
For more details, see our Security page.
Email us at support@leadwisesystem.com. We respond within one business day.