PP
Lead Console
Sales workspace
Open LeadNew Lead
Local mode
Signed in
Manager
Customer Info
Checklist
QT + SM Quote
QT Rate
$0.00
Monthly $0
SM Rate
$0.00
Monthly $0
Total Monthly
$0 / mo
YIF $0.00
Bundle Monthly
$0 / mo
YIF $0.00
Bundle QT$0.00
Monthly$0 / mo
Bundle Monthly$0 / mo
YIF$0.00
Bundle YIF$0.00
Adjust
QT
Suggested $0.00
SM
Suggested $0.00
Lead Desk
Other Services
Select a service
$0.00
Pricing & Calculator
Properties
Follow-Ups
Audit
Company & Branding
PNG, JPG, or WebP. Large files are resized before saving.
Branding is saved for everyone when this console is deployed with its Netlify backend. A local copy is also kept in this browser for demos and offline use.
Preview
PP
Lead Console
Pacific Pest Control
Sales workspace
Data & Migration

Export Leads

Download the active lead database as a spreadsheet-friendly CSV for reporting or migration.

Full Backup

Download leads, deleted history, service pricing, templates, and branding as one JSON backup.

Import Existing Leads

Bring in a CSV from a spreadsheet or another CRM. Common columns such as name, phone, email, address, status, owner, source, and notes are recognized.

CSV Template

Start with a clean import template so a buyer can map their existing lead list before onboarding.

Demo build: this is a sandbox running on sample Pacific Pest Control data. Everything you change stays in your browser and nothing is shared or saved to a server. The live version runs on a hosted deployment with real user accounts, hashed PINs, and shared company data.
Deleted Lead History
User Accounts
Follow-Ups
Performance
Closing Rate
Leads By Status
Closing Rate By User
Leads By Source
Campaigns
{company}{first}{name}{discount}{oldPrice}{newPrice}{savings}{oldMonthly}{newMonthly}{rep}{city}
Lead Notes
Send a Message
Templates
Message Templates
{company}{first}{name}{rep}{city}{address}{oldMonthly}{oldPrice}{discount}{newMonthly}{newPrice}{savings}
Lead Notes
This lead belongs to another user. You can view the summary and leave a note, but you cannot edit their lead sheet.
Leave a note for the lead owner
Saved