For sales managers

Know what every rep did,
without asking.

The moment a rep captures a lead, you see it, with the AI’s notes and how ready they are to buy. Hand out the next step, catch what’s slipping, and read a summary of each rep’s week.

Start your free trial Talk to sales

Track every rep

Leads, hot leads and open follow-ups for each person on your team, at every show and every day in between.

Assign the next step

Add a task to any rep’s lead, or record an update yourself. The task lands in that rep’s Follow-ups with a due date.

Catch what’s slipping

Overdue follow-ups stand out, and you can filter by rep, so nothing goes cold after the show.

Morgan, sales manager · instalead.ca

Marcus OkaforBluefin Fitness Clubs · captured by Jordan Brooks

Hot

New follow-up

Due Friday, 9:00 AMGoes to JBJordan BrooksAdd follow-up

Jordan’s Follow-ups · iPhone

Send Marcus the 5-location pilot proposalMarcus Okafor · Bluefin Fitness Clubs · Fri 9:00 AM

New

Confirm Bluefin teal from their logo filesMarcus Okafor · Today, 4:00 PM

Add Omar to the spring catalogueOmar Ahmed · Desert Trail Co. · Mon

On the website

Your whole team,
on one screen.

The Reps page on the Instalead website: each rep's leads, high-intent leads and open follow-ups. — See how many leads, hot leads and open follow-ups each rep has.

One rep's page: their leads, high-intent leads, open follow-ups, drafts to send and every lead they captured. — See how many leads, hot leads and open follow-ups each rep has.

Summaries

Reps on the road?
Read their week in a minute.

Each rep’s summary is written from their debriefs, notes and finished tasks: who they talked to, what they promised and what’s next. Pick daily, weekly or monthly, and the time it’s due.

For you

One summary per rep, shared on your schedule
What happened, what closed and what’s next
Open any lead behind it for the full notes

For your reps

A reminder before their summary is due
Write it themselves, or let Instalead write it
No reports to type at the end of the day

Set up in minutes

Your team, your rules.

Add people by work email

Everyone signs in on the iPhone or Android app, or at instalead.ca. No IT project.

Choose who sees what

Reps see only the leads they captured, or the whole team’s. Managers always see everything.

Export when you need it

Filter every lead by rep, intent or status and download a spreadsheet. CRM sync is on Enterprise.

See your team’s leads
this week.

Free for 14 days with up to 5 people. No card needed.

Start free trial See pricing

Know what every rep did,
without asking.

Track every rep

Assign the next step

Catch what’s slipping

Your whole team,
on one screen.

Reps on the road?
Read their week in a minute.

Your team, your rules.

Add people by work email

Choose who sees what

Export when you need it

See your team’s leads
this week.

Contact sales

Thanks, we’ve got it.

Know what every rep did,without asking.

Track every rep

Assign the next step

Catch what’s slipping

Your whole team,on one screen.

Reps on the road?Read their week in a minute.

Your team, your rules.

Add people by work email

Choose who sees what

Export when you need it

See your team’s leadsthis week.

Know what every rep did,
without asking.

Your whole team,
on one screen.

Reps on the road?
Read their week in a minute.

See your team’s leads
this week.