Pipeline Dashboard
See every lead by stage across custom pipelines, so you always know what's open, what's stalled, and what's close to closing.
LeadTrak helps sales teams manage leads, contacts, companies, activities, and pipeline stages from one simple dashboard instead of scattered spreadsheets and forgotten follow-ups.
LeadTrak is designed around the way sales teams actually work the pipeline: by lead, company, contact, stage, activity, and follow-up.
See every lead by stage across custom pipelines, so you always know what's open, what's stalled, and what's close to closing.
Keep every lead connected to its company and contacts, so nothing lives in three different places at once.
Log calls, emails, meetings, and notes against each lead so you always know what happened and when.
Track where each lead came from so you can see which sources are actually turning into deals.
Set expected close dates and probability per lead, so your forecast reflects the pipeline as it really is.
Support teams and multiple organizations with admin and user roles, plus two-factor authentication built in.
Pull reports on pipeline activity and lead status so reviewing team performance doesn't mean rebuilding a spreadsheet.
LeadTrak turns scattered lead information into a system you can review quickly, update consistently, and trust when forecasting.
Quickly focus on new leads, active deals, stalled leads, or deals ready to close.
Visual status indicators help you spot leads that need attention before they go cold.
Leads, companies, contacts, and activity history stay attached to the correct record.
Create a lead and connect it to a company and contact so context stays in one place.
Track stage, source, expected close date, and probability as the deal progresses.
Record calls, emails, and meetings so nothing falls through the cracks.
Use your dashboard to see what's open, what's stalled, and what needs your attention.
LeadTrak is currently looking for feedback from sales teams who want a simpler way to manage lead activity, pipeline stages, and follow-up visibility.
The beta is focused on practical day-to-day pipeline tracking, not unnecessary complexity.
Beta testers can help improve reports, dashboard flow, pipeline terminology, and future features.
Beta testers get 50% off for life. Not the first year. For as long as you use LeadTrak.
Request beta access and see whether LeadTrak is a good fit for your sales workflow.
Request Beta Access