Lead Management
Stop Losing Leads Between the Form and the Follow-Up
Most leads are not lost to competitors, they are lost to a spreadsheet nobody opened on Thursday. I build the system that catches every enquiry from every source, routes it to the right person, chases it on a schedule, and tells you honestly which source is actually worth the money.
Key takeaways
- Speed of first response predicts conversion more than anything else in the pipeline. Automate that before anything else.
- A lead with no owner and no next action is already lost. Routing and a scheduled chase are the whole system.
- Capture the source on the lead itself, or you will never know which channel pays and which one you are subsidising.
- Feeding won deals back to the ad platforms is what turns reporting into cheaper acquisition.
What I build
- Capture from web forms, WhatsApp, phone, email and paid campaigns in one place
- Automatic routing by territory, service or availability
- Instant first response, then a scheduled follow-up sequence
- Duplicate detection so the same person is not worked twice
- Source and campaign attribution stored on the lead record
- Won-deal feedback to Google Ads and Meta for cheaper acquisition
How it works
A short scoping call
What hurts today, what you already use, and what "done" looks like.
A written fixed-price quote
Scope, price and timeline in writing, approved before any work starts.
Built in stages, on your real data
You see a working first version early, not a demo at the end.
Handover with documentation and monitoring
You own the code and the data, and a support window follows launch.
Working with me from the US or Europe
- Most of my client work is for companies in the US, UK, Germany, the Netherlands and Australia.
- Calls are in English and scheduled in your time zone. My working day covers most of the European one and the US East Coast morning.
- A fixed price in US dollars, agreed in writing before any work starts.
- Pay me directly, or hire me through Upwork if you prefer to work through a platform.
- You own the code and the data, with documentation and a support window after launch.
Guides on this
Practical guides from real client work.
Custom Software vs Off-the-Shelf: When a Small Business Needs a Custom System
Custom software vs off-the-shelf is rarely about features. I break down when SaaS is right, when you have outgrown it, and a clear build vs buy framework.
From Idea to MVP: How to Build an MVP (And What It Costs)
A practical guide to how to build an MVP: scoping must-haves vs later, realistic MVP development cost and timeline, and how AI now ships your idea in weeks.
Hiring a Developer to Build Your MVP: Freelancer vs Agency vs In-House
Hiring a developer to build your MVP? A practical comparison of freelancer vs agency vs in-house on cost, speed, risk, and control, plus red flags and how to structure the deal.
Signs Your Business Has Outgrown Spreadsheets (Time for a Custom App)
Has your business outgrown spreadsheets? The concrete signs it is time to replace spreadsheets with a custom app, the real cost and timeline to build one, and how AI made it affordable.
No-Code vs Custom Code for Building Your App or MVP
No-code vs custom code for apps: what each is good at, real cost and speed early vs total cost of ownership, the no-code ceiling and lock-in, and when to pick which.
How to Validate Your Idea Before You Build It
How to validate a startup idea before building: why validation saves money, talking to real customers, the smoke test, pre-sales, a manual concierge version, and the signals that justify building.
What Is an MVP, Really? Common Mistakes Founders Make
What is an MVP, really? A clear definition of minimum viable product, what an MVP is not, good vs bad examples, and the most common mistakes founders make.
How to Choose the Right Tech Stack for Your MVP
How to choose a tech stack for your MVP without overthinking it: the principles that matter, a sensible default stack, when to deviate, and what not to optimize for too early.
Is Vibe Coding Production-Ready? A Developer's Honest Take
Is vibe coding production-ready? An honest developer's take on what vibe coding is great at, where it breaks, and a prototype-vs-production checklist.
Frequently asked questions
How is this different from a CRM?
A lead management system is the front half of one: capture, routing, response and chasing, ending at the moment a lead becomes a real opportunity. If you also need quotes, deals, invoicing history and long-term account records, you want the full custom CRM instead - and I would build one system, not two.
We already use a spreadsheet. Is that really a problem?
It is fine until two people edit at once, until a lead arrives at 22:00 with nobody watching, or until you need to know which campaign produced the customer who signed. Those three moments are usually what triggers the call.
Can it message leads on WhatsApp?
Yes, through the official Cloud API and within its rules - an approved template outside the 24-hour window, free text inside it, opt-out honoured. That is a separate build in its own right and it is described on the WhatsApp page.
Sources
Official documentation you can verify the claims on this page against.
Let us scope your project
Tell me what you need and I will give you an honest scope, price, and timeline.