Customers & Deals

Keep Every Customer In One Place

With LeadEngines®, every new lead lands in one spot on its own. No more sticky notes. No more spreadsheets. You always know who to call, and you never lose a lead. Keep as many customers as you want and find anyone fast.

Open any customer and see it all in one list — your notes, calls, the forms they filled out, and where each deal stands. Drag a deal from new to won on a simple board. Bring in your old contacts in one click. Your whole team sees the full story.

Inside LeadEngines®

Every Customer and Deal, One Place

Contacts, deals, pipelines, and labels — all built in, no spreadsheets.

LeadEngines contacts table with names, phone numbers, status, and tags
Every lead and customer in one place, with their status, labels, and where they came from.
LeadEngines deals list showing deal name, value, stage, and contact
Track each deal from first call to paid, with the value and stage on every one.
LeadEngines pipeline board with deals in columns from Lead to Quote Sent
Drag deals across your stages to see what is in your pipeline and what it is worth.
LeadEngines tags page listing labels like Hot lead and Quote sent with contact counts
Label people however you like — hot lead, quote sent, repeat customer — and find them fast.
LeadEngines custom fields for contacts including service type and lead source
Add your own fields, like service type or lead source, so you track what matters to you.

Everything You Need To Stay On Top Of Work

Your customers, your deals, and the full story on each one — all in one place.

All Your Customers In One Place

Keep every customer and lead in one spot, as many as you want. Save their name, email, phone, and notes. If someone shows up twice, we join them into one so your list stays clean.

Easy Customer Lists

Group your customers any way you like. Tag them and build simple lists, like past customers or hot leads. Then use those lists to send the right message to the right folks.

Track Every Deal

See all your deals on one simple board. Just drag a deal from new to won. Each deal holds the dollar amount, the day you expect to close, who it is for, notes, and files. You always know what is next.

See Every Deal And Call

Open any customer and see it all in one list — your notes, files, calls, the forms they filled out, and how each deal is going. You also see where that lead came from, so you know what is working.

Save What You Need

Add your own boxes to save the stuff your business cares about, like deal type or service plan. Put them on any customer or deal. Then use them to build lists and send messages.

Bring In Your Old Contacts

Import your old contacts in one click and they are all here, ready to go. Need a copy for yourself? Pull your whole list out any time. Your customers are always yours.

Frequently Asked Questions

Does LeadEngines® keep all my customers in one place?

Yes. Every new lead lands here on its own — from your website, a form, a quiz, or a phone call. They all show up in one spot. You never have to copy them over or pay for another app.

How many customers can I keep in here?

As many as you want. There is no limit. For each one you can save their name, email, phone, notes, and more. If the same person comes in twice, we join them into one so your list stays clean.

Can I track my deals from start to finish?

Yes. You get a simple board that shows every deal. Just drag a deal from new to won. Each deal can hold the dollar amount, the day you expect to close it, who it is for, notes, and files. You always know what is happening.

Can I see everything about one customer in one spot?

Yes. Open any customer and you see it all in one list — your notes, files, calls, the forms they filled out, and where each deal stands. You also see where that lead came from, so you know what is working. Your whole team sees the full story.

Can I bring in my old customers?

Yes. Import your old contacts in one click and they are all here, ready to go. Want a copy for yourself? You can pull your list out any time. Your customers are always yours.

Keep Every Lead In One Place

Start keeping your customers and deals in one spot today. Book a 15-minute demo and see it running on your business.

Book a demo