Lead Tracker - CodeCanyon Item for Sale

Lead Tracker is a simple system to keep track of any potential work you may have. Its simple and easy interface means managing your important leads becomes a hassle free process.

Whether you are a web designer, developer, IT consultant, or just any role that means you have to manage incoming leads, then this script would prove useful to you. It could save time and money, as well as providing a better service for your clients.

Demo

To use the demo, please use the following login credentials:
Username: demo
Password: demo

Features

  • Easy setup (just setup database and edit config file)
  • Customisable categories, category colours, and durations via config file
  • PSD included so you can edit the header image with your own script and company name
  • Displays relevant stats automatically, such as:
    * Previous 3 months potential lead income & actual income income
    * Top 3 companies potential lead income & actual lead income
    * Conversation rate of leads being won
    * Breakdown of lead categories
    * Estimated value of all leads in the app
    * Pie chart (via Google Charts) to show category sizes
    * Bar chart (NOT via Google Charts) to show lead values for past 12 months
  • Ability to show all leads, or filter each category
  • Ability to edit value, percentage, duration, and category
  • Ability to add notes to each lead
  • Ability to edit lead company details NEW
  • Ability to customise currency prefix and suffix via configuration file NEW
  • Ability to create users who can add their own leads NEW
  • Ability for admin to see their own leads, all leads, or an individual user’s leads NEW
  • Uses AJAX to post and view pages, but if you prefer not to use AJAX then this can be easily turned off in the config file
  • JavaScript degrades gracefully, which means if you don’t have JavaScript enabled then the script still functions 100%
  • When adding a new lead, you can select company from drop down box and automatically imports all data into the fields
  • Fully testing and compatible with IE6 , IE7, IE8 , FireFox 2, FireFox 3, Safari 3, Safari 4, Opera 10, Chrome 4 and Chrome 5

Updates

25th June 2010

  • Ported script to MySQL
  • User roles introduced: Admin can create, edit and delete users
  • Admin can see their own leads, all leads, or an individual user’s leads
  • Currency prefix and suffix customisable within the config file
  • Added ability to edit company details

7th May 2010

  • Fixed minor bug with editing quote amount
  • Fixed minor bug that some statues were hard-coded in
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