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LEADBIN CRM

Capture leads, win deals, and grow customers
- all in one workspace.

LeadBin brings your pipeline, relationships, follow-up, and team conversations together,
so everyone can see the context behind the next step.

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LeadBin Today screen

Today

Built with tools your team already trusts
React / Next.jsTurso / libSQLStripe BillingCSV + Excel ImportsAPI Ready
THE CONNECTED WORKSPACE

See the whole
relationship.Know what to do next.

FROM FIRST HELLO TO NEXT STEP

Keep the inquiry, conversation, open deal, next meeting, and support issue in one clear picture. Explore how the work comes together in LeadBin.

CaptureConnectAct
EXPLORE THE WORKSPACECurrent app screens · sample data
01 / 06Today

Start with the work that matters.

Today brings due tasks, meetings, pipeline priorities, service work, and a focused revenue action list into one view. Each priority links back to its record so your team can check the context and take the next step.

  • A workspace pulse drawn from saved records
  • Tasks, meetings, pipeline, and service together
  • Clear paths into the next action
LeadBin / TodaySAMPLE WORKSPACE
LeadBin Today showing workspace priorities, due tasks, and next revenue actions in a sample workspace
02 / 06Revenue Rescue

Turn overlooked signals into action.

Revenue Rescue gives Growth and Scale teams a focused queue for missed follow-ups, quiet deals, renewals, and reactivation candidates. Each finding shows its recorded evidence and source, so you can review the context before assigning, snoozing, or completing the next step.

  • A searchable queue with urgency and source details
  • Follow-up, deal, renewal, and reactivation views
  • Recorded value, never a promise of recovered revenue
LeadBin / Revenue RescueSAMPLE WORKSPACE
Revenue Rescue findings with urgency, source links, and next-step actions
03 / 06Teamwork

Keep the conversation beside the work.

Teamwork gives every workspace a lasting place for team updates, direct and group chats, and conversations linked to customer records. See your teammates, search earlier messages, mention someone who needs to act, or keep chat open in its own window.

  • One-to-one and group conversations
  • Replies, mentions, and unread alerts
  • Turn a shared decision into a linked task
LeadBin / TeamworkSAMPLE WORKSPACE
LeadBin Teamwork showing a sample direct conversation, teammate list, and message composer
04 / 06People workbench

Work a real list, not a spreadsheet export.

Search and filter contacts across the full workspace, update common sales fields in place, and review changes to selected records. Shared static and dynamic prospect lists help the team work from the same set; the Import Center previews CSV or Excel updates before anything is saved.

  • Full-workspace search, filters, and inline editing
  • Shared prospect lists for coordinated review
  • Reviewed imports with durable row-level results
LeadBin / People workbenchSAMPLE WORKSPACE
LeadBin People workbench with shared prospect lists, filters, editable contact fields, and import action
05 / 06Pipeline Pulse

Know what the forecast rests on.

Pipeline Pulse shows Starter and higher teams where deals sit, how long they have been there, and which forecast inputs need attention. Recorded amounts stay separate from weighted estimates, with missing dates or history called out instead of guessed.

  • Stage distribution and recorded movement
  • A visible 90-day forecast input check
  • Activity and conversion views alongside the pipeline
LeadBin / Pipeline PulseSAMPLE WORKSPACE
LeadBin Pipeline Pulse showing stage distribution, deal aging, and forecast input coverage
06 / 06Calendar

Give every next step a place in time.

See dated tasks and LeadBin meetings in month, week, or day view. Schedule privately or for workspace members, and keep an existing meeting link close to the work. Connected Google and Microsoft events remain approved pilots; native LeadBin video is available to signed-in workspace members.

  • Month, week, and day views
  • Personal or workspace task scope
  • Meetings connected to the right workspace
LeadBin / CalendarSAMPLE WORKSPACE
LeadBin Calendar with sample workspace meetings in a week view and calendar source controls
BUILT ON RECORDED WORK

Better context. More deliberate action.

LeadBin keeps the source of a recommendation close. A quiet deal is a prompt to review, not a prediction that it will be lost. A recorded amount is context, not revenue already won.

When the work is agreed, take it through QuoteBin Track the effort behind it with TimeBin
01Capture the signalForms, activity, tasks, opportunities, and tickets stay linked.
02See what changedPriorities and reports show the evidence behind the view.
03Choose the next stepOpen a record, assign a task, or prepare a human-reviewed follow-up.
MORE OF THE WORKSPACE

The details stay connected.

Explore the FAQs
Scout Assistant open alongside Today with suggested questions and workspace context

Scout Assistant

Ask about recorded workspace context, explore linked records, and prepare a draft for human review. Scout is available on Growth and Scale; personal sending remains separately gated.

See the screen
LeadBin ticket list and ticket details drawer with multiple-assignee controls

Customer service

Open a support ticket in a right-side drawer, assign the right teammates, and keep priority, status, and response history together.

See the screen
LeadBin internal workflow automation builder

Internal workflows

Build playbooks and rules that create owned tasks or in-app alerts from saved CRM events. Email drafts require a person to review them.

See the screen
MAKE ROOM FOR WHAT MATTERS

A calmer way to run your customer work.

Start with the essentials, bring your team into the same picture, and grow into the workflows that fit your process.

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