This application helps small and growing businesses capture and manage incoming leads, nurture them through a sales pipeline, and track all customer interactions. It provides a structured way to convert inquiries into qualified opportunities and eventually into customers.
Describe it to the Assistant’s App Starter and FasterOS designs it. This is the plan it made from the words “Lead Capture Forms”: 6 forms that work together, each also a table of records. Yours is designed from your own description, and you can change any of it before anything is made.
Lead
Records initial inquiries and potential customer information captured from various sources.
Name
Text
Email
Text
Phone
Text
Company Name
Text
Source
One choice: Website Form, Referral, Ad Campaign, Social Media, Event, Other
Status
One choice: New, Contacted, Qualified, Unqualified, Converted
Date Captured
Date
Notes
Long text
Company
Stores details about the business organizations that are current or potential customers.
Name
Text
Website
Text
Industry
One choice: Tech, Healthcare, Finance, Manufacturing, Retail, Other
Phone
Text
Address
Long text
Owner
Team member
Notes
Long text
Contact
Keeps records of individual people associated with customer companies.
Belongs to Company
First Name
Text
Last Name
Text
Title
Text
Email
Text
Phone
Text
Notes
Long text
Opportunity
Tracks potential sales deals through their various stages in the sales pipeline.
Belongs to Company
Name
Text
Stage
One choice: Prospecting, Qualification, Proposal, Negotiation, Won, Lost
Est. Value
Money
Probability
Percent
Est. Close Date
Date
Owner
Team member
Notes
Long text
Activity
Logs all interactions, tasks, and communications related to leads, companies, contacts, and opportunities.
Belongs to Opportunity and Lead and Company and Contact
Type
One choice: Call, Email, Meeting, Task, Note, Follow-up
Date
Date
Subject
Text
Notes
Long text
Follow-up Date
Date
Assigned To
Team member
Media
Stores documents, images, and other files relevant to leads, companies, contacts, and opportunities.
Belongs to Company and Lead and Opportunity and Contact
Title
Text
File
Image
Type
One choice: Document, Photo, Contract, Proposal, Other
Description
Long text
Date
Date
The reports your team works in
Every form gets a report: the screen where your team finds, adds and edits records, newest first. Here’s what each one shows, and who it’s for.
Lead
Filled in by Marketing, Sales
Used by Marketing, Sales
Columns
Name, Email, Phone, Company Name, Source, Status, Date Captured
Time frame
By date & time: today, this week, this month and more
Opened, it also shows
Notes
Related records
Activity, Media, a click away on each row
Company
Filled in by Sales
Used by Sales, Marketing
Columns
Name, Website, Industry, Phone, Owner
Opened, it also shows
Address, Notes
Related records
Contact, Opportunity, Activity, Media, a click away on each row
Contact
Filled in by Sales
Used by Sales
Columns
First Name, Last Name, Title, Email, Phone
Opened, it also shows
Notes
Related records
Activity, Media, a click away on each row
Opportunity
Filled in by Sales
Used by Sales Management, Sales
Columns
Name, Stage, Est. Value, Probability, Est. Close Date, Owner
Time frame
By date: today, this week, this month and more
Opened, it also shows
Notes
Related records
Activity, Media, a click away on each row
Stats
Totals, averages and counts, worked out for you
Activity
Filled in by Sales
Used by Sales Management, Sales
Columns
Type, Date, Subject, Follow-up Date, Assigned To
Time frame
By date & time: today, this week, this month and more
Opened, it also shows
Notes
Media
Filled in by Sales, Marketing
Used by Sales, Marketing
Columns
Title, Type, Date
Time frame
By date: today, this week, this month and more
Opened, it also shows
File, Description
How it fits together
This data model organizes customer-related information starting with Leads, which can convert into Companies and Contacts. Opportunities track sales processes, while Activities and Media provide supporting details across all key records.
Lead — no parent
Company — no parent
Contact belongs to Company — an individual works for a specific company.
Opportunity belongs to Company — a sales deal is typically with a company.
Activity belongs to Opportunity — activities are primarily tied to specific sales deals, but can also relate to a Lead, Company, or Contact.
Media belongs to Company — files are primarily stored under the main company record, but can also relate to a Lead, Opportunity, or Contact.
Make it yours in minutes
Create a free account, open the Assistant and choose App Starter.
Say what you need in a sentence, in your own words.
Review the plan: rename forms, add or remove fields, choose their types.
Press Create Data Foundation: the forms, a report for each, and a data dictionary are made for you.
Put them in an app, give it your theme, and share it with your team or the world.