Local Lead CRM
Built for small business owners

A Simple CRM for More Leads, Better Follow-Up, and Less Confusion

Stop losing leads. Stop forgetting follow-ups. Manage leads, contacts, emails, forms, tasks, opportunities and projects from one clean, simple place.

Most sales aren't lost because the person wasn't interested — they're lost because follow-up didn't happen.

Everything in one simple dashboard

One clean place to manage the people and opportunities that matter most.

New leads Website inquiries Contact form submissions Phone call leads Gmail conversations Follow-up tasks Sales opportunities Projects Clients Companies Custom fields Email templates AI-generated emails Pipeline stages Lead sources Form submissions

What makes this CRM different

Every lead should have a clear next step. No confusion. No clutter. No missed opportunities.

Lead & Contact Management

Track names, businesses, phones, emails, sources, status, interest level, quotes and next follow-up — all in one record.

Visual Sales Pipelines

Move leads through stages you define: New Lead → Contacted → Interested → Proposal → Sold → Follow-Up.

Gmail Integration

Send follow-ups, quotes and payment links from your Gmail — every email logged to the contact timeline.

AI Email Writing

Generate professional drafts by purpose, tone and length. Make it warmer, shorter, or clearer — you review and send.

Reusable Email Templates

Save templates with merge fields like {{first_name}} and {{business_name}} to send personalized emails faster.

Embeddable Contact Forms

Build forms and embed them on any site. Submissions create leads, tasks and notifications automatically.

Instant Lead Notifications

Get notified the moment a form is submitted so you can follow up while the lead is still warm.

Tasks & Follow-Ups

See what's due today, what's overdue, and what needs attention next. Never let a lead go cold.

Project Tracking

Turn closed deals into projects and track delivery from kickoff to launch and ongoing support.

Turn website visitors into real conversations

When someone fills out a form, Local Lead CRM can create the lead, assign it, add it to a pipeline, create a follow-up task, notify you, and send an autoresponder — automatically. Your website leads never get lost in an email inbox again.

  • Create a new lead instantly
  • Add to the right pipeline
  • Create a follow-up task
  • Send you a notification
  • Send an autoresponder
  • Save & track the submission
Simple Dashboard
Follow-Up Reminders
Custom Fields & Statuses
Gmail Chrome Extension
Opportunity Tracking
Lead Notifications

Who is this CRM for?

Simple, practical, and easy to use — especially if you want better follow-up.

Local service businessesWebsite designersMarketing agenciesBusiness directoriesSales repsConsultantsReal estate prosTravel agentsChurch directoriesReferral partnersSmall teamsSolo business owners

Stop managing your business from memory

Bring your leads, contacts, emails, forms, tasks, and follow-ups into one simple CRM. Because when follow-up gets easier, growth gets easier.