Turn lead spreadsheets into organized field-sales work.
Followleads takes the spreadsheet you already have and turns it into leads that are reviewed, assigned, routed and followed up.
- Northside HardwareMedellínValid
- Café Molino VerdeEnvigadoValid
- Taller Ruiz & HijosBelloDuplicate in file
- Óptica CentralMedellínMatches existing
- Hotel MiradorItagüíNeeds review
Leads arrive as a spreadsheet. The work does not.
A scraper export or a shared Excel file has names and addresses, but it does not answer what the team needs to know each morning.
- Who do we visit?
- In what order?
- What happened last time?
nombre,direccion,ciudad,tel,web,categoria Northside Hardware,Cra 52 #10-31,Medellín,604 555 0142,northside.example,ferreteria Café Molino Verde,,Envigado,604 555 0177,,cafe Taller Ruiz & Hijos,Cl 44 #70-12,Bello,,talleruiz.example,taller Taller Ruiz & Hijos,Cl 44 # 70-12,Bello,604 555 0110,,taller Hotel Mirador,Km 3 vía Las Palmas,,604 555 0190,mirador.example,hotel
How it works
Four steps, the same ones your team uses inside the app.
Import a CSV or Excel file
Match each column to a field, validate the rows and review duplicates before you confirm. Nothing is saved until you do.
north_zone_leads.xlsx Matched columns
- nombreName
- direccionAddress
- ciudadCity
- telPhone
- webWebsite
- categoriaCategory
Review and classify in the explorer
Search and filter by status, owner, sales context and tier. Every lead keeps the data from its source file.
Review Search leadsStatus: New- Tier ANorthside HardwareNew
- Tier BCafé Molino VerdeContacted
- Tier AÓptica CentralVisited
- Tier CPanadería La EspigaNew
Assign owners and plan routes
Split leads by owner and territory, and build the visit route on the map.
Tuesday route Owner: Laura M.North zone- 1Northside HardwareVisited
- 2Óptica CentralNext
- Café Molino VerdeTo visit
- Hotel MiradorTo visit
Follow up on every lead
Log notes, visits and follow-ups. Activity, goals and results panels show how the team is doing.
Northside Hardware - Visit loggedNo one there, try again this afternoonNo answer
- NoteAsked for the catalogue by emailNote
- Follow-upCall on ThursdayDue
What you can count on
Fit, signals and readiness, kept apart
Fit with your ideal customer, intent signals and whether there is enough to act on are shown separately, each with its evidence.
AI output is marked apart
Anything an AI system produced sits apart from verified data and stays labelled as unverified.
Imports never overwrite work
A new import never overwrites sales status, notes, assignments or visit history.
Each organization sees only its own
Users, permissions and data are separated per organization.
Built for the rep’s phone
Today’s route, visits and follow-ups work on a phone, with large touch targets.
- Fit
- EvidenceCategory and city from the file match your ideal customer
- Signals
- EvidenceWebsite takes online orders, per the source file
- Readiness
- EvidenceAddress and phone present in the file
Pricing
One plan per team size. Every plan starts with a demo, no commitment.
No commitment. We will get back to you to schedule.
Your next lead spreadsheet can be tomorrow’s route.
Book a demo and we will walk through your workflow together.
Frequently asked questions
Which file formats can I import?
CSV and Excel. During the import you match columns, validate rows and review duplicates before you confirm.
Does it work for teams that visit customers in the field?
Yes. Owners get assigned leads and routes, and reps log visits, notes and follow-ups from their phone.
How is data kept apart between organizations?
Each organization has its own users, permissions and data. Queries are scoped to the organization, so one team never sees another team’s leads.
Does the AI contact leads on its own?
No. Followleads never contacts anyone automatically and never acts on unverified AI output. AI-generated content stays labelled, and your team decides every action.