Lead CRM and pipeline
Keep every prospect in one list and move it through a 12-stage pipeline, from New Lead to Won or Lost.
- Required fields so no lead is half-recorded
- One email, one lead: duplicates are blocked
- CSV import that skips duplicates
For consultants, freelancers and agencies
Win clients faster.Report in minutes, not days.
One web app for your leads, a guided 12-step Business Audit, branded PDF reports and proposals, budget forecasts, follow-ups and monthly client reports. No more juggling spreadsheets, slides and five separate tools.
- Free CRM Management
- No payment details to start
- Works on phone, tablet and laptop
Growth Platform · Dashboard
Branded PDF reports
- 12
- step guided Business Audit
- 8
- page branded PDF report
- 12
- stage lead pipeline
- Up to 4
- budget scenarios side by side
See it in action
The real app, not a mock-up
These are screenshots of the working app. The clients and figures in them are made up, except the landing page analysis, which is a real analysis of this website.
Growth Platform · Dashboard
See the whole pipeline at a glance
Total leads, proposals sent, won and lost projects, pipeline value, conversion rate and what is due today, with the pipeline by status and your best lead sources.
Sample report
See the report your client receives
This is the report layout the app produces, filled in with a made-up client. Your own name, logo and contact details go in the header of every page.
What is inside the 8 pages
- Executive summary and key problems
- Website audit scorecard
- Target audience, platforms and sample ads
- Three budget scenarios, clearly marked as estimates
- A 30/60/90-day growth plan
Sample only. The client, findings and figures are made up, and the competitor section shows what the report prints when no competitor was analysed. In a real report the forecasts are estimates, not promises.
What you can do
Everything between the first enquiry and the monthly report
Each part works on its own, and together they follow your client from the first message to a retainer.
Core
Guided Business Audit
A 12-step form collects the business details, checks the live website, and builds the forecast and the story.
- Real website checks, never invented numbers
- Missing data is marked, not guessed
- AI visibility and competitor notes
Branded PDF reports
The audit ends in an 8-page client report with your name, logo and contact details on it.
- Executive summary and scorecard
- 30/60/90-day plan
- A saved report downloads identical later
Proposals you can track
Pick services and price tiers from your profile, generate the PDF, and follow it through negotiation to a decision.
- Services and tiers kept in your profile
- Quote value recorded on the lead
- Edit into a new version at no extra document
Follow-ups and to-dos
Never lose a lead to silence. See what is due today, overdue and upcoming across every lead.
- Follow-up timeline per lead
- Your own daily to-do list
- A menu badge for what needs you
Budget Calculator and Scenarios
Turn an ad budget into expected traffic, leads, customers and revenue before the client commits.
- Industry benchmarks, with your overrides labelled
- Compare up to four scenarios side by side
- Clearly an estimate, never a promise
Landing page analysis
Enter a landing page address and get conversion issues with evidence taken from the page itself.
- Reads the live public page
- Past analyses kept to compare
- No fabricated data
Monthly client reports
Keep retainer clients informed: what you did, what worked and what is next, with an automatic comparison to last month.
- Key results with month-on-month change
- PDF plus a private link the client can open
- No client account needed
Lead Database
Buy ready-made leads and have them added to your own list straight after payment.
- Filter, tick and pay in one checkout
- PDF receipt by email
- Bought leads work like any other lead
Two-step sign-in is available. The Terms explain who can see your leads, including how the Lead Database works.
How it works
One path from first contact to a monthly retainer
Choose a stage to see what happens there. You can enter at any stage, because each one is its own menu item.
Capture the prospect properly
Enter the customer, business, email, phone, country, industry and goal. The app refuses a duplicate email and links you to the lead you already have.
- Seven required fields, marked with a red star
- A 12-stage pipeline from New Lead to Won
- Import a CSV if you already have a list
Who it is for
Built for people who sell marketing
Freelancers and solo consultants
Freelancer plan
Look like a larger agency without the overhead. Run an audit, send a branded report and a proposal in one sitting, and keep every prospect in view.
- 15 documents a month
- Monthly reports for your retainer clients
- Your own branding on every PDF
Agencies and small teams
Agency plan
Give every client the same polished experience. More documents each month, and room for a longer list of monthly client reports.
- 30 documents a month
- One place for every lead and every report
- Consistent reports and proposals
Small and medium businesses
Custom plan, quoted for you
Running marketing in-house or with special volume? Ask for a quote and we set the document limit and the price with you.
- Limit and price agreed with you
- Request a quote from your account
- Payment link sent by email
Why consultants use it
Less admin, more billable work
Spend your time on clients, not on spreadsheets and slides.
- Free CRM Management
- No payment details to start
- 01
Hours saved per client
The audit, forecast and report come from one guided form, not five tools and a slide deck.
- 02
Your name on the work
Reports and proposals carry your name, logo and contact details, so the client remembers who did it.
- 03
Numbers you can defend
Forecasts use industry benchmarks and your own labelled overrides. If a figure needs a paid data source, the report says so instead of guessing.
- 04
Plan the money first
See expected traffic, leads and revenue for a budget before the client commits to spending it.
- 05
Works on any device
It is a website. Open it on a phone, a tablet or a laptop, with nothing to install and everything in sync.
- 06
A secure account
Passwords are stored hashed, sign-in attempts are limited, and you can switch on two-step sign-in with an authenticator app.
Pricing
Start free, pay only when you grow
A document is a newly generated report or proposal. Editing one into a new version, downloading it again or deleting it does not use another.
Free trial
Try the whole flow
Freeno time limit
Free CRM Management
- Business Audit, report and proposal
- Lead CRM and follow-ups
- Budget Calculator and Scenarios
- No payment details needed
Freelancer
Solo consultants and freelancers
₹1,499per month
15 documents a month
- Everything in the free trial
- 15 generated reports or proposals each month
- Monthly client reports with a private share link
- PDF receipt for every payment
Agency
Agencies and small teams
₹2,999per month
30 documents a month
- Everything in Freelancer
- 30 generated reports or proposals each month
- More room for monthly client reports
- Same branding on every PDF
Small / Medium Business
Custom volume or needs
Customquoted for you
Limit agreed with you
- Document limit and price set for you
- Request a quote from your account
- Payment link sent by email
- Plan starts as soon as you pay
- A paid period ends after one month, or when the documents run out, whichever comes first.
- Prices include GST. Add a valid GSTIN and 18% GST is added on top and shown on your receipt.
- Pay by UPI, card, net banking or wallet. Each payment is a one-off, so nothing renews on its own.
Questions
Straight answers
Yes. Every new account gets Free CRM Management, with no time limit and no payment details needed: add leads, track follow-ups and run the full flow. Newly generated reports and proposals count as documents, and the free trial includes a small allowance of them.
Contact
Talk to us
Have a question before you start, or need a custom plan? Send us a message.
Email usinfo@nexgrowthpartner.com
- Questions about the plansWhat a document is, the free CRM, and how GST is added.
- A custom quoteNeed more documents than the plans offer? We set the limit and price with you.
- Help with your accountSign-in, two-step sign-in and payment questions.
Send a message
Start with one lead
Create an account, add your first lead and run a Business Audit. CRM management is free.
No payment details to start. Nothing renews on its own.