Pipeline board
Move opportunities through six stages, from New to Customer or Lost.
- New
- Screening
- Meeting
- Proposal
- Customer
- Lost
A ROI Magnet product
Keep your sales pipeline in view
LeadPole brings your opportunities, contacts and follow-ups together in a CRM built for small and mid-sized sales teams.
See your sales work in one place
See opportunities by stage, with a count and total for each currency.
The right view for each role
Owners, Managers and Executives each have access suited to their role.
Click a role to see its view.
- Owner
- See everything and manage people and teams.
- Manager
- See records and tasks for your own team.
- Executive
- See only your own records and tasks.
Companies and people
Link companies and people to each other and to opportunities.
Notes
Add notes to your records.
Tasks and follow-ups
Assign an owner and due date to each task.
Roles and teams
Organise employees into teams with role-based access.
Multiple currencies
Track deals in different currencies, with INR as the default.
New3₹19.5L$18k
Proposal2₹59LNo USD deals
Access and security, built in
LeadPole includes controls to help manage who can access your sales data.
- Role-based access is enforced in the database.
- An audit trail records activity.
- Backups are encrypted and made daily.
- The Owner creates accounts for team members.
What’s new and what’s next
Recently added features, and the ones we are working on next.
- Available
AI assistant
Sees only what its user can see, and asks before it changes anything.
- Available
Dashboard
Pipeline and activity numbers for owners, managers and each person.
- Available
Import and export
Import companies, people and deals from a CSV file, and export records.
- Available
Phone app
A layout for phones that you can add to your home screen.
- Available
Call and meeting logging
Keep a record of conversations, with a follow-up task if needed.
- Coming soon
Email and calendar sync
Connect email and calendar activity.
FAQ
LeadPole is for small and mid-sized B2B sales teams that want to manage opportunities, contacts and follow-ups in one place.
Contact us to ask about availability.
Pricing is coming soon. Contact us with any questions.
Owners can see everything. Managers can see their own team’s records and tasks. Executives can see only their own records and tasks. These access rules are enforced in the database.
Yes. You can import companies, people and deals from a CSV file, which most spreadsheets and CRMs can export. Contact us if you need help moving your data.
Let’s talk about your sales process
Tell us what your team needs and ask us about LeadPole.
Contact us