LMS - Leads Management System

Welcome back, Team!

Leads by Platform

Pipeline Overview

Team Activity — Who's Working, Who's Idle

Recent Leads

Name	Phone	Platform	Service	Status	Created	Actions

All Leads

Manage and track all incoming leads

Leads

Full Name	Phone	Platform	Service	Address	Status	Created	Actions

New Leads

Fresh leads not yet contacted

Contacted

Leads that have been called

Meeting Scheduled

Confirmed meetings

Deal Closed

Successfully converted

Remaining

Not responded yet

Import Leads

Upload a CSV / Excel file, or sync directly with Google Sheets

Google Sheets Sync

Pull leads straight from a Google Sheet, or push your CRM leads out to one — no separate software needed. Takes 2 minutes to set up (steps below).

Published Sheet CSV Link (for Import)

Apps Script Web App URL (for Push/Export)

Setup — Import (pull leads in): In Google Sheets → File → Share → Publish to web → choose CSV → paste that link above → "Import Now".
Setup — Push (send leads out): In your Sheet → Extensions → Apps Script → write a small doPost(e) function that writes incoming JSON to rows → Deploy → Web App → access "Anyone" → paste that URL above → "Push Leads Now".

Upload CSV / Excel File

Expected columns: full_name, phone, platform, service, street_address, form_name, created_time

Active Clients

Deal closed clients

Payments

Dues, paid amounts, billing

Payment Records

Client	Service	Start	Total	Paid	Due	Progress

Reports & Analytics

Leads by Platform

Pipeline

Services

Revenue by Service

Employee IDs

Create login access for your team — up to 20 employee IDs

Employee IDs used:

0 / 20

Team Members

Name	Username	Password	Role	Login Access	Activity	Created	Actions

Settings

Branding (White-Label)

Set your company name here once this system is delivered to a client — the login screen, sidebar and topbar update instantly, everywhere.

Company Name

Logo Letter

Data Management

Data stored in Firebase Firestore, in a dedicated demo collection — fully isolated from any other project.

About

LMS — Leads Management System
Role-based access control (Admin + Employee)
One-click WhatsApp follow-up
Built-in employee ID management
Firebase Firestore real-time sync