Contact directory
Store contact names, email addresses, phone numbers, companies, countries, owners and creation dates.
TALBOARD / LEAD MANAGEMENT SOFTWARE
Every lead. Every deal. One clear pipeline.
Replace scattered spreadsheets with an organized lead management system. Capture prospects, track deals and values, assign owners, and stay on top of follow-ups—all in TalBoard.
✓ Centralized lead contacts✓ Deal stage visibility✓ Follow-up scheduling
✦ Lead-to-deal clarity
Sales pipeline overview
Lead contacts128
Open deals34
Follow-ups12
OpportunityValueStageNext action
Northstar Co.$8,500GeneratedOct 15
Summit Group$14,200In reviewOct 17
Horizon Labs$6,800ProposalOct 19
01 Organize contacts
02 Track opportunities
03 Own follow-ups
04 Review progress
LEAD MANAGEMENT FEATURES
Everything you need to manage your sales leads.
From the first contact to the next sales conversation, TalBoard keeps the important information accessible to your team.
Lead capture
Create contacts manually using Add Lead Contact or the Lead Form.
Deal creation
Associate deals with leads and record deal names, values and expected closing dates.
Pipeline stages
See where each deal stands and update stages as opportunities progress.
Follow-up scheduling
Keep next follow-up dates and times visible alongside each deal.
Deal ownership
Assign a responsible deal agent and add watchers for shared visibility.
Search & filters
Find records by name, email, mobile or company; narrow lists by dates and duration.
Quick edits
Use row actions to update contact and deal information without losing context.
Exportable records
Download lead contact and deal data for offline review and reporting.
Deal value visibility
See deal amounts alongside stage, close date and owner to prioritize pipeline review.
Activity awareness
Keep relevant team members informed through assigned ownership and deal watchers.
Connected operations
Explore related TalBoard reporting, collaboration and work-management capabilities.
PIPELINE INFOGRAPHIC
See the bigger picture of every opportunity.
Use deal stages, values, owners and follow-up dates to understand where your pipeline stands. Keep responsibilities visible without jumping between unrelated spreadsheets.
✓Connect deals with the right lead contact.
✓View the assigned deal agent and watchers.
✓Prioritize upcoming follow-ups and expected close dates.
✓Export records for management reviews.
Opportunity boardExample workflow
New lead
Northstar Co.Owner: Alex$8,500
Beacon Inc.Owner: Mia$4,200
In discussion
Summit GroupOwner: Jamie$14,200
Proposal
Horizon LabsOwner: Taylor$6,800
HOW TALBOARD WORKS
From new prospect to next best action.
A straightforward lead-management workflow that gives every opportunity structure, visibility and accountability.
01
Add a lead
Capture contact details in the lead directory or Lead Form.
02
Create a deal
Record an opportunity and its estimated value.
03
Assign ownership
Set the deal agent and relevant watchers.
04
Schedule follow-up
Record the next follow-up date and time.
05
Update the stage
Keep deal progress visible as conversations advance.
WHY TALBOARD
More organized than spreadsheets. More connected than isolated tools.
TalBoard lead management is part of a broader business operations platform—not just a list of contacts.
Disconnected lead tracking
- Contacts scattered across files and inboxes
- Deal values and stages updated in different places
- Unclear follow-up ownership
- Manual consolidation before pipeline reviews
- Separate systems for related business work
TalBoard lead management
- One structured contact directory
- Deal values, stages and expected close dates together
- Visible agents, watchers and next follow-ups
- Searchable, filterable and exportable records
- Part of TalBoard's connected business platform
COMMON QUESTIONS
Lead management software FAQs.
Clear answers for sales leaders and teams evaluating a lead tracking system.
What is lead management software?
Lead management software helps businesses organize prospects, contact details, deal opportunities, ownership and follow-up activities in one system.
How does TalBoard manage lead contacts?
TalBoard stores contact names, email addresses, phone numbers, company and country details, lead ownership and creation dates in a searchable directory.
Can I create leads manually?
Yes. TalBoard supports adding lead contacts manually through Add Lead Contact or the Lead Form.
What information appears in the Deals module?
The Deals module displays deal name, linked lead, contact details, value, expected close date, next follow-up, stage, assigned agent and watchers.
Can I track sales pipeline stages?
Yes. Deals include a lead stage so your team can identify where opportunities currently stand and update their progress.
How do sales follow-ups work?
Each deal includes a next follow-up date and time, giving sales teams a clear view of upcoming outreach.
Can multiple people monitor a deal?
Yes. TalBoard supports a Deal Agent and Deal Watcher, making it easier for multiple team members to follow progress.
Can I search and filter my leads?
Yes. Search by contact information and use date or duration filters to narrow lead and deal records.
Can I export my lead and deal information?
Yes. The existing TalBoard Lead Contact and Deals screens provide export or download options.
Is TalBoard only a standalone lead tracker?
No. Lead management is one part of the broader TalBoard platform, which also offers reporting, collaboration, work management and other business modules.
YOUR NEXT DEAL STARTS WITH A BETTER PROCESS
Every lead deserves a clear next step.
Bring contacts, opportunities, ownership and follow-ups together in TalBoard. See how a connected lead management workflow can support your sales team.
✓ One connected pipeline✓ Clear follow-up ownership✓ Better deal visibility
Ready to simplify lead management?
Tell us about your team and we'll help you explore TalBoard.
Let's Talk About Your Needs Explore pricing →