A simple lead pipeline for small teams
Track every prospect from first contact to customer. Drag leads through New, Contacted, Qualified, Won and Lost, log calls and notes, and see the latest note at a glance.
For sales teams whose leads live in spreadsheets and things fall through the cracks.
What you get
- Pipeline view: drag leads between stages
- Calls and notes with formatting, and searchable history
- Import from CSV, Excel, ODS or vCard with column matching
- Filter and group by company, industry, state or source
- Exports need the owner's approval, so your contacts stay protected
What is a simple CRM for a small business?
One that tracks who you are talking to, where they are in your process, and what was said. Reporting Hub gives you a lead pipeline with call and note history, without the setup of a large CRM.
How do I import a contact list from a spreadsheet into a CRM?
Upload a CSV, Excel, ODS or vCard file and match its columns to lead fields. Reporting Hub recognizes common column names from popular tools, and skips duplicates instead of importing them twice.
How do I track calls and notes for each lead?
Log a call or a formatted note on the lead. The history is searchable, and the latest note shows in the list so you know where things stand.
How do I turn a lead into a customer?
Convert it in a click. The customer keeps the lead's sales history, and the conversion can be undone if it was a mistake.
See it with your own data
Tell us what you want to report on. We will set up a walkthrough built around your own kind of data.
Request a demo