🎯 LEAD MANAGEMENT

Never Lose a Lead Again

Capture leads from any source, track every interaction, and follow up at the perfect time. Lead16 turns chaos into a systematic, repeatable sales process.

The Complete Lead Management Cycle

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Step 1

Capture

Leads enter from web forms, email, phone, referrals, events, or imports. All automatically added to CRM.

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Step 2

Qualify

Score leads based on fit and engagement. Prioritize hot leads. Route to right team member. Discard junk.

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Step 3

Nurture

Follow up systematically. Send emails, make calls, schedule meetings. Track all interactions in one place.

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Step 4

Convert

Move hot leads to pipeline. Send proposals. Close deals. Create invoices. Track revenueβ€”all in one system.

Powerful Lead Management Features

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Multi-Source Lead Capture

Capture leads from anywhere: web forms, Gmail integration, manual entry, CSV import, Zapier, API. All leads flow into one central system.

  • β€’ Website forms β†’ Auto-create lead in CRM
  • β€’ Email β†’ Forward to leads@lead16.com β†’ New lead created
  • β€’ Business card β†’ Snap photo, auto-extract contact info
  • β€’ Spreadsheet β†’ Import 1000s of leads instantly
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Automatic Lead Scoring

AI-powered scoring ranks leads by conversion likelihood. Focus on hot leads first. See scores update in real-time as leads engage.

  • β€’ Engagement: Email opens, site visits, content downloads
  • β€’ Fit: Company size, industry, budget, decision maker
  • β€’ Behavior: Requested demo, viewed pricing, urgency
  • β€’ Hot (90+ score), Warm (60-89), Cold (<60)
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Complete Lead History

See everything: emails, calls, meetings, notes, proposals sent, invoices. Timeline view shows full relationship history.

  • β€’ All Gmail emails automatically logged
  • β€’ Phone calls logged with duration and notes
  • β€’ Files attached to lead profile
  • β€’ Activity feed: Who did what, when
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Smart Lead Assignment

Automatically route leads to the right person based on territory, industry, deal size, or round-robin. Balance workload across team.

  • β€’ Territory: CA leads β†’ Sarah, NY leads β†’ Mike
  • β€’ Industry: Tech leads β†’ John (tech specialist)
  • β€’ Deal size: Enterprise ($100K+) β†’ Senior reps
  • β€’ Round-robin: Distribute leads evenly
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Follow-Up Reminders

Never miss a follow-up. Set reminders, create tasks, schedule emails. Get notified when leads engage (open email, visit site).

  • β€’ Auto-reminder: 3 days after initial contact
  • β€’ Task: "Send proposal to Acme Corp by Friday"
  • β€’ Alert: "John Smith opened your proposal email"
  • β€’ Snooze leads: Remind me in 2 weeks
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Organize with Tags & Filters

Tag leads by source, industry, interest, or custom categories. Create saved filters for instant access to specific lead segments.

  • β€’ Tags: "enterprise", "urgent", "trade-show-2025"
  • β€’ Filter: "Hot leads + not contacted in 7 days"
  • β€’ Filter: "Tech industry + >$50K deals"
  • β€’ Search: Find any lead in <1 second

Track Lead Sources & ROI

Know exactly where your best leads come from. Track every source and measure which channels produce the highest quality leads and best ROI.

SourceLeadsConversion RateAvg Deal SizeTotal Revenue
Referral4768%$12,500$399,000
Website31222%$8,200$562,000
LinkedIn8931%$15,000$414,000
Google Ads15618%$6,800$191,000
Cold Email5234%$5,200$109,000

Insight:

Referrals have 68% conversion rate vs cold email's 4%. Double down on referral program!

Advanced Lead Management

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Email Integration & Tracking

Connect Gmail or Outlook. All emails automatically logged to lead profiles. Track opens, clicks, and replies. Send templated emails with one click.

  • β€’ Bi-directional Gmail sync: See all emails in CRM
  • β€’ Track email opens, link clicks, attachment downloads
  • β€’ Templates: Save and reuse common emails
  • β€’ Bulk email: Send to 100 leads at once (personalized)
  • β€’ Email sequences: Automated follow-up series
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Call Logging & Notes

Log calls with one click. Record duration, outcome, and notes. Set follow-up tasks directly from call log. See call history on lead profile.

  • β€’ Quick log: "Just talked to John - interested, call back Friday"
  • β€’ Outcome tracking: Connected, Voicemail, No Answer, Wrong Number
  • β€’ Call recordings: Upload audio files to lead profile
  • β€’ Dialer integration: Click to call (if using VoIP service)
  • β€’ Analytics: Calls per day, average duration, conversion by outcome
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Lead Nurturing Automation

Set up automated nurture sequences. Send emails, create tasks, move pipeline stages, or trigger webhooks based on lead behavior.

  • β€’ New lead β†’ Send welcome email β†’ Wait 2 days β†’ Send case study
  • β€’ Lead opens email β†’ Increase score β†’ Notify sales rep
  • β€’ Lead inactive 30 days β†’ Send re-engagement email
  • β€’ Lead downloads pricing β†’ Tag as "high intent" β†’ Create call task
  • β€’ Custom workflows: Build your own automation rules
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Team Collaboration

Share leads with team members. @mention colleagues in notes. See who's working on what. Managers get full visibility into team activity.

  • β€’ Shared inbox: Team sees all unassigned leads
  • β€’ @mentions: "@sarah can you take over this lead?"
  • β€’ Lead handoff: Transfer lead ownership with context
  • β€’ Manager view: See all leads across entire team
  • β€’ Performance tracking: Leads per rep, conversion rates, response times
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Lead Analytics & Reporting

Understand your lead flow. See where leads come from, conversion rates by source, average time to convert, and revenue by lead source.

  • β€’ Lead velocity: How fast leads move through stages
  • β€’ Conversion funnel: Where do leads drop off?
  • β€’ Source ROI: Which channels produce best leads?
  • β€’ Rep performance: Leads handled, conversion rate, revenue
  • β€’ Custom reports: Build dashboards for your metrics

😀 Without Lead Management

Chaos and lost revenue:

  • β€’ πŸ“§ Leads buried in email inbox
  • β€’ πŸ“ Scattered notes across sticky notes, docs, email
  • β€’ ❓ "Did I follow up with them? What did they want?"
  • β€’ ⏰ Missed follow-ups = lost deals
  • β€’ 🀷 No idea which marketing channels actually work
  • β€’ πŸ“Š Can't track team performance
  • β€’ πŸ’Έ Leads fall through cracks = money left on table

Result: 30-50% of leads never contacted

βœ… With Lead16

Systematic lead conversion:

  • βœ“ All leads in one central system
  • βœ“ Complete history: emails, calls, notes, in one place
  • βœ“ See exactly what happened and what to do next
  • βœ“ Automatic reminders = never miss follow-up
  • βœ“ Know which sources convert best
  • βœ“ Full team visibility and accountability
  • βœ“ Every lead gets proper follow-up = maximize revenue

Result: 3X more leads converted to customers

πŸ“ˆ Real Example: How Marcus Recovered $180K in Lost Leads

❌ Before (Gmail + Spreadsheet)

Problem: Marcus ran a consulting business. Leads came from referrals, LinkedIn, and his website. He tracked them in a spreadsheet.

Reality: He'd copy lead info from email to spreadsheet. Sometimes forgot. Follow-ups were manualβ€”he'd review the sheet weekly.

The killer: When busy with client work, the spreadsheet went unupdated for weeks. Leads went cold.

Results: 43% of leads never got first follow-up. Another 30% got one email, then nothing. Lost track of where leads came from.

Estimated lost revenue: $180,000/year

βœ… After Lead16

Setup: Marcus connected Gmail, set up auto-forward for website leads, created follow-up templates.

Immediate win: Every lead automatically captured. No manual data entry. Complete email history logged.

Systematic follow-up: Day 1: Welcome email (automated). Day 3: Case study (automated). Day 7: Check-in (reminder). Day 14: Call task.

Discovery: Referral leads converted at 62% vs website at 18%. Doubled down on referrals.

Results: 94% of leads properly followed up. Revenue up $247K in first year.

Marcus now converts 3X more leads with less manual work.

"Lead16 paid for itself the first week. I can't believe how many leads I was losing before."

Perfect For Your Business

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Solo Entrepreneurs

You're wearing all the hats. Lead16 ensures no leads fall through the cracks when you're focused on delivery. Automated follow-ups work while you sleep.

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Small Sales Teams

Distribute leads fairly, track team performance, prevent duplicate work. Managers see who's following up and who needs help. Full transparency.

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Consultants & Agencies

Track prospects from inquiry to proposal to contract. Maintain relationships during long sales cycles. Connect leads directly to invoicing.

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Real Estate Agents

Capture leads from Zillow, open houses, referrals. Track property interests, budget, timeline. Automated nurture for long-term prospects.

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SaaS & Software

Track trial signups, demo requests, feature inquiries. Score leads by product engagement. Automate onboarding email sequences.

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B2B Services

Manage complex B2B sales with multiple stakeholders. Track all decision-makers, log meetings, attach proposals, create invoices when won.

Lead Management Comparison

FeatureLead16HubSpotSalesforceSpreadsheet
Auto Lead Captureβœ…βœ…βœ…βŒ
Email Integrationβœ… Gmailβœ…βš οΈ Complex❌
Lead Scoringβœ… Auto⚠️ Paid only⚠️ Paid only❌
Works Offlineβœ… YES❌ No❌ No⚠️ Desktop only
Follow-Up Automationβœ…βš οΈ Paid only⚠️ Complex setup❌
Built-in Invoicingβœ… YES❌ No❌ No❌ No
Free Planβœ… Forever⚠️ Limited❌ Noβœ… Free
Setup Time2 minutes30 minutes2-4 hours5 minutes

*Lead16 combines the simplicity of spreadsheets with the power of enterprise CRMsβ€”at zero cost.

Frequently Asked Questions

What is lead management?

Lead management is the process of capturing, tracking, and nurturing potential customers from initial contact through conversion. Lead16 automates lead capture, tracks all interactions, assigns leads to team members, and helps you follow up at the right time to maximize conversions.

How does Lead16 capture leads?

Lead16 captures leads from multiple sources: web forms, email (Gmail integration), manual entry, CSV import, and API. All leads are automatically added to your CRM with complete information, assigned to the right person, and ready for follow-up.

Can I track lead sources?

Yes! Track where each lead came from: website, referral, social media, paid ads, event, cold outreach, etc. Analyze which sources produce the highest quality leads and best ROI. See conversion rates by source.

What is lead scoring?

Lead scoring automatically ranks leads based on their likelihood to convert. Lead16 scores leads using engagement (email opens, website visits), demographics (company size, industry), and behavior (requested demo, downloaded content). Focus on hot leads first.

Can I assign leads to team members?

Yes! Automatically or manually assign leads based on territory, industry, deal size, or round-robin. Team members get notified of new assignments. Managers can reassign leads and track team performance.

Does lead tracking work offline?

Absolutely! Add leads, update information, and log activities offline. Everything syncs automatically when you reconnect. Lead16 is the only CRM with full offline lead management.

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