Leads
Every inquiry in one sheet
Capture every inquiry in a flexible, spreadsheet-style grid. Track status, owner, and next action from first contact to signed deal.
Jordan Lee
Lead · Northwind Co
Intro call
Interested in a full rebrand. Budget ~$15k.
SC · Today
Sent proposal
Follow up Thursday after they review.
ED · Yesterday
Track leads
Your pipeline as a living sheet
Spreadsheet grid
Your leads live in a flexible sheet: sort, filter, and edit inline like a spreadsheet, backed by a real database.
- Inline editing
- Sort and filter
- Custom columns
- Bulk actions
One click to move a lead. History is kept automatically.
Lead statuses
Move each lead through your stages: New, Contacted, Qualified, Won, Lost. One click to update.
- Custom stages
- Owner assignment
- Next-action dates
- Status views
Capture & convert
From first contact to first project
Start a project
Lead capture
Add leads manually or collect them from forms. Nothing lands in a forgotten inbox.
- Manual entry
- Form integration
- Duplicate detection
- Import from CSV
From lead to client
Win a lead and turn it into a client with projects, portal, and billing already wired up.
- One-click convert
- Link proposals
- Activity timeline
- Source tracking
Consolidate your stack.
Leads replaces standalone tools. Here is what your agency can drop.
Airtable
~$20/seat/mo
Spreadsheets
Replaced by Agencly Leads
Google Sheets
Spreadsheets
Replaced by Agencly Leads
Pipedrive
~$14/user/mo
CRM
Replaced by Agencly Leads
Part of the whole.
Because Leads lives in the same workspace as everything else, the data connects itself. No context-switching.
Contracts
Send proposals straight from a lead
Forms
Form submissions become leads automatically
Contacts
Won leads become contact records
Ready to run leads in Agencly?
Start a free workspace and see how Leads fits your agency. No credit card, no commitment.