Lead management software
Every lead, every touch, on the record.
Organize prospects into lists with custom fields, drag deals across a Kanban pipeline, and keep recurring follow-ups from slipping. From first dial to signed client, the whole story stays attached to the lead.
Lists & custom fields
Spin up a list per campaign, vertical, or territory. Add custom fields, save filtered views, and bulk-reassign or update status while you work the sheet. Every rep works the same source of truth.
Kanban pipelines
Drag-and-drop deals across stages, see the whole board at once, and watch the status mix update live. Pipelines tie back to the leads and projects they belong to.
Recurring & pausable tasks
Schedule follow-ups with RRULE recurrence, pause a task without losing it, and tag collaborators on private tasks. The task panel surfaces what's due today on the dashboard.
Interaction history
Last contacted date, website tech, running comments, and a timestamped note trail on each lead. Field-level change logging means nothing is lost when a deal changes hands.
01
Load the spreadsheet you already have
Drop in an .xlsx, .xls, or .csv and Cold Callz reads the header row, guesses the mapping, previews the import, and skips anything already in the list.
- Formats: .xlsx · .xls · .csv
- Dedupe by email or phone
- Auto-matched columns with manual override
Close
Move a record from lead to client — and keep the trail.
Status changes, comments, calls, and field edits all land on the timeline. When a deal closes, the whole history is already written down.