Canonical URL: https://humblemonkeys.com/lead-desk

> Try Lead Desk, a small-business sales workspace. A working local test product from Humble Monkeys; custom versions are scoped for your business.

Custom development / working local demo

# Sales pipeline & follow-ups

Manage leads, pipeline stages, notes and follow-up dates.

[Try Lead Desk](https://humblemonkeys.com/lead-desk#lead-workspace)[Build it for my business](https://humblemonkeys.com/contact?service=lead-desk)

A working browser demo. Custom workflows, designed around your team.

01 / Your working desk

## Lead management demo

LOCAL
DEMO

Create your own leads or add fictional examples. Values are in  **CAD** . Nothing is sent or synced. Save and restore only when you choose; a refresh clears unsaved workspace changes.

OPEN PIPELINE  **CAD $0.00** 0 open leads · New, Qualified & Proposal

MARKED WON  **CAD $0.00** Estimated deal value, not verified revenue

FOLLOW-UPS  **0 overdue** 0 due on the reference date or in the next 7 days

Totals cover the whole list. Open pipeline excludes Won and Lost. Closed leads do not appear in follow-up counts.

### Form: page_apply_lead

Add or edit a lead in the local demonstration. No CRM connection, message or browser-storage save is made.

START A CONVERSATION

### Add a lead

Lead name  required

[Field: Lead name required; name=name; input; required; maximum 100 characters]

Business  required

[Field: Business required; name=business; input; required; maximum 140 characters]

Public contact

[Field: Public contact; name=contact; input; maximum 250 characters] Public email, phone or website. Plain text; nothing is sent.

Source

[Field: Source; name=source; input; maximum 120 characters]

Estimated deal value / CAD  required

[Field: Estimated deal value / CAD required; name=value; number; required]

Stage

[Field: Stage; name=stage; select; options: New, Qualified, Proposal, Won, Lost]

Next follow-up date

[Field: Next follow-up date; name=followUp; date]

Notes  optional

[Field: Notes optional; name=notes; textarea; maximum 2000 characters]

[Action: Add lead]

Add or update applies to this workspace. Save locally below to keep the list on this device.

THE BIG PICTURE

### Pipeline overview

[Action: Add fictional samples]

- New **0**

- Qualified **0**

- Proposal **0**

- Won **0**

- Lost **0**

Search leads

[Field: Search leads; name=ld-query; search; maximum 250 characters]

Stage

[Field: Stage; name=ld-stage-filter; select; options: All, New, Qualified, Proposal, Won, Lost]

Follow-up

[Field: Follow-up; name=ld-follow-filter; select; options: All, overdue, today, upcoming, later, none, closed]

Reference date

[Field: Reference date; name=ld-reference; date]

Follow-ups use this editable date, initially 6 Oct 2026. “Next 7 days” starts the day after it.

0 of 0 leads

#### No leads yet

Add your first lead in the editor, or try five fictional examples.

[Action: Add fictional samples]

KEEP A COPY

### Save & export leads

No save or restore in this session yet. Exports include all leads, regardless of filters.

[Action: Save locally]  [Action: Restore saved]  [Action: Export JSON]  [Action: Export CSV]  [Action: Copy CSV]

Local saves belong to this browser profile and can be cleared by browser settings. JSON keeps structured records; CSV protects text cells from spreadsheet formula execution. This demo supports up to 250 leads.

## Discuss a custom CRM

Tell us which fields, stages and connections your team needs.

[Talk about Lead Desk](https://humblemonkeys.com/contact?service=lead-desk)

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[Studio catalogue](https://humblemonkeys.com/studio.json) · [Agent tool schemas](https://humblemonkeys.com/agent-tools.json) · [Agent guide](https://humblemonkeys.com/for-ai)
