A focused client workflow, end to end.
Last updated October 9, 2026
LeadPilot is built for freelancers, consultants and small studios that need more structure than a spreadsheet without the weight of a large CRM.
Capture and organise
- Add inquiries manually, import a CSV or share a public inquiry form.
- Keep contact details, service, source, priority, budget, notes and activity together.
- Use list, board, quick filters and search to find the right record.
Propose and decide
- Prepare reusable replies and editable project scopes.
- Create pricing with discount, tax, terms and a PDF export.
- Share a private proposal link for review, accept or decline decisions and client messages.
Follow through
- Schedule follow-ups, create client tasks and export a calendar file.
- Review pipeline stages, proposal acceptance, open tasks and lead sources.
- Export contacts or a full JSON backup whenever you need it.
Optional business tools
- Custom fields, configurable pipelines, saved views, bulk edits and a service catalog.
- Internal automation rules, manual invoices, payment schedules, expenses and time tracking.
- Meeting bookings, shared client tasks, team roles, an audit log and a read-only API.
- Encrypted offline notes on your own device, with manual conflict-aware synchronization.