Private beta · staging

Leadwise

Lead intake, qualification and consent-based follow-up for small B2B teams. Every follow-up is human-approved; voice calls only after regulatory review.

Local mode. Follow-up drafts come from a deterministic template and are never sent — no email provider is connected. Voice calls are not available.

Pipeline

New pipeline name

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Summary

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Pipeline board

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Lead detail

Select a lead on the board to see its details, consent, score and timeline.

Add lead manually

Name *

Email *

Company

Phone (E.164, e.g. +971501234567)

Company size

Budget?

Country

Consent (leave unticked unless the person explicitly agreed)

Agreed to email follow-up

Agreed to phone contact

Where/how was consent given? (required if ticked) Exact consent wording shown (required if ticked)

Import leads (CSV)

Header row required: name,email,company,phone,company_size,budget,jurisdiction. Rows only count as email-consented if they include consent_email=true and the consent_text that was shown. Phone consent is never imported.

CSV

Lawful basis

I confirm we have a lawful basis to process these contacts and they were not purchased or scraped.

Drafts awaiting approval

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Reminders

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Qualification rules

Fields: company_size, budget, email, email_domain, company, source, jurisdiction, or any custom answer key. Leads in the first stage move to "Qualified" automatically when their score reaches the threshold.

Qualify threshold

Auto-qualify

Public lead form

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Follow-up offer

Offer text used in drafts

Sender name

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