01. Not reviewed
You have not decided yet whether the company fits.
Sales pipeline
A forgotten lead costs the same as one you never found.
The research, the people, the messages and the activity live inside the same opportunity. Every account shows its next action without anyone having to rebuild it.
From the search to the follow-up, without copying anything into a spreadsheet.
Saving the contact is easy. Remembering what you promised them is not.
A spreadsheet stores rows. It does not store why you picked that account, who you wrote to, what they replied or when you should come back. This CRM was born attached to prospecting, so that information is already included.
Board or table? Two views of the same information.
- A board to see which stage each lead is in
- A table to filter and work many leads at once
- A lead record with notes, people, messages and activity
The next action is part of the lead
Every opportunity carries its status, a date or task, and the context of the previous interaction.
The goal is to make follow-up easier, not to add another administrative layer nobody fills in.
Nobody redoes the research
When a lead moves from the search to preparation and from there to contact, everything you found travels with it. Nobody on the team researches the same account from scratch again.
Another person on the team understands the account in two minutes, without researching it again.
Try it with your own market
Write who you are looking for and see the first search with its contact channels and signals.
Try LeadCanvasExplore the workflow with your own market.
What does each account store?
- Follow-up stages
- Notes and recorded activity
- Messages you sent them
- Next actions
- Board view and table view
- Lead assignment across the team, depending on the plan
Follow-up that produces decisions, not reports.
02. In preparation
Information is still missing before you can write.
03. Ready to write
Company, person and angle already defined.
04. Contacted
The channel and the date of contact are on record.
05. They replied
There is an open conversation waiting for your answer.
06. On hold
There is a date or a condition still pending.
07. Set aside for now
The reason is saved, so you can see which one repeats.
08. The stages you define
You can create the ones you need, always with a clear rule for entering and leaving.
The Monday review
Healthy follow-up lets you answer every week:
- Which leads were left without a next action?
- Which messages are missing a follow-up?
- Which searches bring the best leads?
- Which reason for setting accounts aside repeats the most?
- At which stage do opportunities stall?
- Which piece of data is missing to move forward?
Numbers that help you decide
The number of leads imported means nothing. Depending on the level of your operation, these usually say more:
- Companies explored and prepared
- Companies with a decision maker identified
- Messages you reviewed and sent
- Replies received
- Next actions completed
- Time spent at each stage
- Repeated reasons for setting accounts aside
Does it live alongside the CRM you already use?
You can export your leads, with the format and limits of your plan.
For broader commercial processes, LeadCanvas works the prospecting part and your CRM keeps the rest of the cycle.
“LeadCanvas gives a sales team the context to start with a useful conversation.”LeadCanvas customer · Trustpilot
“The workflow is clear, fast and easy to use when you are building a list from scratch.”LeadCanvas customer · Trustpilot
Frequently asked questions
Do I also need another CRM?
For professionals and small teams, LeadCanvas covers the whole follow-up. In broader processes it can live alongside the CRM you already use.
Do leads move over from the search on their own?
Yes. You save a company from the exploration and follow its preparation and its follow-up without loading anything by hand again.
Can I export the data?
Yes, with the format and the limits your current plan defines.
What happens if I leave an account idle for two weeks?
It keeps its last action and its date in plain sight, so when you come back you know what you promised and when. That is where most opportunities are lost: not for lack of interest, but because nobody remembered to pick it up again.
Does it work if I share the work with other people?
Yes. Every account shows who owns it and what they did, so two reps do not write to the same business with two different messages. That is the classic problem for sales teams when follow-up lives in separate spreadsheets.
Finding the lead is half of it. Not losing it is the other half.
Order your accounts, keep the context and leave the next step in plain sight.