--- title: "Solopreneur CRM & Lead Desk (Local HTML App) | MCC Solutions" description: "A single-file lead tracker that runs in your browser and stores data on your computer, with stage-based follow-up scheduling, message templates and CSV…" url: "https://mcc-solutionsnj.com/toolkits/solopreneur-crm-lead-desk" --- 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 · 14-day full refund · Word and PDF · download link by email Buy now, $39 🌙 The desk is asleep. The store never is. Every kit and ebook downloads the moment you pay, day or night. Questions get answered after we open in the morning. [Browse the store](/toolkits) Who it is for Solo owners who prospect for clients and lose track of who to follow up with. Not the right fit if You need a shared CRM for a team, or you want data synced to the cloud across devices. 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) Or pay with PayPal Uses the email and terms box above. You get the same download link by email. ZIP code (for sales tax) Want every toolkit? The [toolkit membership](/membership) includes all of them, with a lower rate if you pay yearly. Get every update for a year, $29: the [Yearly Updates Pass](/updates-pass?kit=solopreneur-crm-lead-desk) gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal. 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. Ways to get it ## Just this kit, or more This kit **$39 one time** Solopreneur CRM & Lead Desk. Buy this kit The set **$89 one time** 4 kits including this one, $37 less than buying them separately. [See the set](/toolkits/freelancer-launch-bundle) Membership **$29 a month** Every kit and document pack in the store, including new ones. Cancel any time. [See the membership](/membership) Questions ## Common questions **What do I get and how is it delivered?** A zip with the Lead Desk HTML file, a how-it-works guide, message templates and Notion import files. The download link arrives by email after payment. **Will it open on a Mac, Google Sheets or my phone?** The Lead Desk opens in a web browser on your computer and stores your data in that browser, so export a backup now and then. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund. **Is this legal or tax advice?** No, it is not legal advice. **Is it the right fit for me?** It is made for solo owners who prospect for clients and lose track of who to follow up with. Skip it if you need a shared CRM for a team, or you want data synced to the cloud across devices. Buy it with the others [Bundle ### Freelancer Launch Bundle This product plus 3 more, in one download. $89 instead of $126 separately](/toolkits/freelancer-launch-bundle)[### Month-End Close Workbook A real month-end close in one Excel file. It tells you when a rec does not tie, which variances still need an answer, and when the period is ready to lock. $19](/toolkits/month-end-close-workbook) ## More bookkeeping and business toolkits - [Solopreneur Multi-State Payroll & Tax Calendar Model](/toolkits/payroll-tax-calendar-model) $39 - [SOP Library for Bookkeeping & Digital Services (Notion-Ready)](/toolkits/sop-library) $29 - [South Carolina Employer Compliance Kit 2027](/toolkits/south-carolina-employer-compliance-kit-2027) $19 - [South Carolina Landlord Compliance Kit](/toolkits/south-carolina-landlord-compliance-kit) $19 - [South Carolina Unemployment Checklist](/toolkits/south-carolina-unemployment-checklist) $15 - [South Dakota Employer Compliance Kit 2027](/toolkits/south-dakota-employer-compliance-kit-2027) $19 [See every toolkit and document pack](/toolkits/all) ## Rather have someone do the books? [Get a Bookkeeping Quote](/bookkeeping/#interest)[Call (908) 444-6373](tel:+19084446373)