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Lead tracker

Beta

Every inquiry, its source and its status. A focused lead tracker: every inquiry, where it came from and where it stands, with follow-up tasks.

Who it is for: Solo owners and small teams handling inbound inquiries.

The demo is read-only and uses sample records; nothing you do there is saved. The CRM beta opens to the public soon.

Beta: no charge during the beta, with published limits. Pricing will be published before the beta ends.

Lead tracker: real screenshot with labelled sample records

Real CRM screenshot with clearly labelled sample records. Open it as a live demo.

What is included

  • Lead stages from New to Won/Lost
  • Lead sources
  • Follow-up tasks with due dates
  • Saved views

What you can customize

  • Stages
  • Sources
  • Fields

Known limitations

  • No web-form capture yet (copy leads in or import a CSV)
  • No email sync

Customize with AI or by hand

Ask in plain English; Steadline shows the change before applying it, and every change can be undone. Or use the settings.

  • “Add Instagram as a lead source”
  • “Rename Leads to Inquiries”
  • “Show leads from referrals”

Integrations

CSV import and export. No email, calendar or accounting integrations yet.

Ownership and export

Export every record and note as CSV or JSON at any time. The CRM application itself runs on Steadline; a self-hostable copy is not available.

How ownership works

Pricing

Beta: no charge during the beta, with published limits. Pricing will be published before the beta ends.

Pricing details