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
Capture
Leads enter from web forms, email, phone, referrals, events, or imports. All automatically added to CRM.
Qualify
Score leads based on fit and engagement. Prioritize hot leads. Route to right team member. Discard junk.
Nurture
Follow up systematically. Send emails, make calls, schedule meetings. Track all interactions in one place.
Convert
Move hot leads to pipeline. Send proposals. Close deals. Create invoices. Track revenueβall in one system.
Powerful Lead Management Features
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
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)
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
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
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
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.
| Source | Leads | Conversion Rate | Avg Deal Size | Total Revenue |
|---|---|---|---|---|
| Referral | 47 | 68% | $12,500 | $399,000 |
| Website | 312 | 22% | $8,200 | $562,000 |
| 89 | 31% | $15,000 | $414,000 | |
| Google Ads | 156 | 18% | $6,800 | $191,000 |
| Cold Email | 523 | 4% | $5,200 | $109,000 |
Insight:
Referrals have 68% conversion rate vs cold email's 4%. Double down on referral program!
Advanced Lead Management
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
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
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
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
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
π€ Without Lead Management
Chaos and lost revenue:
- β’ π§ Leads buried in email inbox
- β’ π Scattered notes across sticky notes, docs, email
- β’ β "Did I follow up with them? What did they want?"
- β’ β° Missed follow-ups = lost deals
- β’ π€· No idea which marketing channels actually work
- β’ π Can't track team performance
- β’ πΈ Leads fall through cracks = money left on table
Result: 30-50% of leads never contacted
β With Lead16
Systematic lead conversion:
- β All leads in one central system
- β Complete history: emails, calls, notes, in one place
- β See exactly what happened and what to do next
- β Automatic reminders = never miss follow-up
- β Know which sources convert best
- β Full team visibility and accountability
- β Every lead gets proper follow-up = maximize revenue
Result: 3X more leads converted to customers
π Real Example: How Marcus Recovered $180K in Lost Leads
β 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 manualβhe'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
β 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
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.
Small Sales Teams
Distribute leads fairly, track team performance, prevent duplicate work. Managers see who's following up and who needs help. Full transparency.
Consultants & Agencies
Track prospects from inquiry to proposal to contract. Maintain relationships during long sales cycles. Connect leads directly to invoicing.
Real Estate Agents
Capture leads from Zillow, open houses, referrals. Track property interests, budget, timeline. Automated nurture for long-term prospects.
SaaS & Software
Track trial signups, demo requests, feature inquiries. Score leads by product engagement. Automate onboarding email sequences.
B2B Services
Manage complex B2B sales with multiple stakeholders. Track all decision-makers, log meetings, attach proposals, create invoices when won.
Lead Management Comparison
| Feature | Lead16 | HubSpot | Salesforce | Spreadsheet |
|---|---|---|---|---|
| Auto Lead Capture | β | β | β | β |
| Email Integration | β Gmail | β | β οΈ Complex | β |
| Lead Scoring | β Auto | β οΈ Paid only | β οΈ Paid only | β |
| Works Offline | β YES | β No | β No | β οΈ Desktop only |
| Follow-Up Automation | β | β οΈ Paid only | β οΈ Complex setup | β |
| Built-in Invoicing | β YES | β No | β No | β No |
| Free Plan | β Forever | β οΈ Limited | β No | β Free |
| Setup Time | 2 minutes | 30 minutes | 2-4 hours | 5 minutes |
*Lead16 combines the simplicity of spreadsheets with the power of enterprise CRMsβat zero cost.
Frequently Asked Questions
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.
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.
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.
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.
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.
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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