Local app
Solopreneur CRM & Lead Desk: A Local Lead Tracker With Automatic Follow-Up Dates
Open one file and keep your leads, see who needs a follow-up today, and let the next date set itself when you log what you did, with nothing uploaded anywhere.
$39 one time · example and blank copies · download link by email
Who it is for
Solo owners who prospect for clients and lose track of who to follow up with.
Why it is different
- Data stays in your browser: no account, no server, no tracking.
- The desk never sends email, so every message is one you wrote and chose to send.
- Follow-up timing is yours to change in Settings.
What is inside
- Lead Desk app. Today, Pipeline, All leads, Add lead, Messages and Settings. Works offline in your browser.
- Follow-up logic. Each stage has a gap in days; logging an action sets the next date; after your attempt limit it asks you to decide.
- Message templates. Five editable drafts with name and company fields to fill; you copy and send them yourself.
- Backup. Export and import CSV; export and restore a JSON backup.
- Notion files. Leads and Activities databases, the follow-up formula and an import guide.
Get it
Solopreneur CRM & Lead Desk (Local App + Notion Files)
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip with the Lead Desk HTML file (open it in a browser), a how-it-works guide, message templates and Notion import files. Data is stored in your browser, so export a backup now and then. Timing is a starting point; no response rate or result is promised. Follow the law that applies to your messages (in the US, CAN-SPAM). Not legal advice. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
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