Custom development / working local demo

Sales pipeline& follow-ups

Manage leads, pipeline stages, notes and follow-up dates.

A working browser demo. Custom workflows, designed around your team.

01 / Your working desk

Lead management demo

LOCAL
DEMO

Create your own leads or add fictional examples. Values are in CAD. Nothing is sent or synced. Save and restore only when you choose; a refresh clears unsaved workspace changes.

OPEN PIPELINECAD $0.000 open leads · New, Qualified & Proposal
MARKED WONCAD $0.00Estimated deal value, not verified revenue
FOLLOW-UPS0 overdue0 due on the reference date or in the next 7 days

Totals cover the whole list. Open pipeline excludes Won and Lost. Closed leads do not appear in follow-up counts.

START A CONVERSATION

Add a lead

Public email, phone or website. Plain text; nothing is sent.

Add or update applies to this workspace. Save locally below to keep the list on this device.

THE BIG PICTURE

Pipeline overview

  • New0
  • Qualified0
  • Proposal0
  • Won0
  • Lost0

Follow-ups use this editable date, initially 6 Oct 2026. “Next 7 days” starts the day after it.

0 of 0 leads

No leads yet

Add your first lead in the editor, or try five fictional examples.

KEEP A COPY

Save & export leads

No save or restore in this session yet. Exports include all leads, regardless of filters.

Local saves belong to this browser profile and can be cleared by browser settings. JSON keeps structured records; CSV protects text cells from spreadsheet formula execution. This demo supports up to 250 leads.

Discuss a custom CRM

Tell us which fields, stages and connections your team needs.

Talk about Lead Desk