Track leads from Email Cleaner, cold outreach campaigns and enquiry forms in one simple visual board. Smart tags automatically classify contacts by email domain and campaign source - so your pipeline is always organised, even when you're not.
Most small businesses track leads in a spreadsheet - until they don't. Rows pile up, statuses get forgotten and hot leads go cold because no one remembered to follow up. Enterprise CRMs solve this, but they cost hundreds per month and take weeks to set up properly.
ClientRoots's Lead Organiser is the middle ground: a visual pipeline that takes 5 minutes to set up, smart enough to auto-classify your contacts, and simple enough that you'll actually use it every day.
Every lead is automatically tagged based on their email domain (B2B vs consumer), campaign source (Email Cleaner, cold outreach, manual entry) and status. No manual tagging required. Starter+
Drag and drop leads between columns - New, Contacted, Replied, Quoted, Won, Lost. Customise your column names to match your actual sales process. Business+
Know exactly where each lead came from - which email campaign, which list, which form. Filter your pipeline by source to see which channels produce the best leads. Business+
When a lead is marked Won, send their details straight to the Invoice Generator to raise a quote or invoice in seconds. No re-typing names, emails or company details.
Export any segment of your pipeline as a clean CSV file for use in Mailchimp, HubSpot, or any other platform. Filtered exports preserve all tags and status data. Starter+
Share your lead pipeline with team members - each person can update statuses, add notes and move leads without overwriting each other's changes. Agency
A CRM (Customer Relationship Management) system is a full business database - contacts, deals, emails, call logs, tasks, reports, integrations. It's powerful but takes weeks to set up and typically costs £50–£150 per user per month. Lead Organiser is a focused pipeline tool: it tracks leads, auto-classifies them, and connects directly to ClientRoots's other tools. It's designed to be useful on day one, not day 31.
Yes - you can import a cleaned CSV from the Email Cleaner directly into Lead Organiser. You can also upload any CSV with name, email and company columns. ClientRoots will auto-classify each contact with smart tags on import. Available on Starter plan and above.
Yes - your pipeline connects to the rest of ClientRoots. Send a won lead's details straight to the Invoice Generator to raise a quote, or use the SMS Builder and Review Requests tools to follow up with a segment. No exporting and re-importing required.
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