Keep every lead moving toward a deal
Work every account from first message to closed deal in one pipeline, with the evidence that found it still on the record.
As seen on
Founder / CTO
Series A B2B SaaS
- New
- In conversation
- Deal
Why this account
Closed a $12M Series A and posted a Head of Compliance role within 48 hours.
- Found by request
- Founders at Series A B2B SaaS
- Note
- SOC 2 is likely next on their roadmap
Illustrative example
Trusted by
What you manage in one place
Contact stages
Move contacts as conversations progress
Deals
Their own stages, from first call to close
Why this account
The evidence stays on every record
Notes and pins
Context for whoever works the account next
CRM sync
A HubSpot app, plus lead export
How lead management works in Leadpoet
Accounts from AI sales prospecting land in your pipeline as companies with their contacts, so your team works each lead from one record instead of a spreadsheet.
Leads arrive with evidence
Each account keeps its contacts and the "Why this account" note that explains the fit.
Work contacts through stages
Move contacts as replies come in, pin the ones to watch and keep notes on each company.
Qualify into deals
Turn a conversation into a deal, move it through deal stages and see which request found it.
See which targeting turns into deals
When a conversation becomes an opportunity, qualify it into a deal. Each deal keeps the request and the evidence that found it, so you can see which buyers and signals bring in revenue.
- Deal stages from first call to close
- The request and evidence behind every deal
- Pins for the deals that need attention
Deal
Series A B2B SaaS
Founder / CTO
- Discovery
- Proposal
- Negotiation
- Closed won
- Found by request
- Founders at Series A B2B SaaS
- Why this account
- Closed a $12M Series A and posted a Head of Compliance role within 48 hours.
Illustrative example
Lead management that works with your CRM
Our HubSpot app adds your Leadpoet leads to HubSpot as new contacts and leaves your existing records alone. Using another CRM? Export your leads, or ask us about webhooks and API access.
New contacts only
Contacts already in HubSpot are skipped, never changed.
Stages stay current
Each contact we create shows its Leadpoet stage.
Any other CRM
Export on every plan, with webhooks and API access on request.
On Accelerate and Scale
Connect HubSpot from your workspace settings.
“Leadpoet streamlined our lead research so our team spends more time selling and less time searching.”
Timon Agar
Director of Sales, Chutes AI
Fill the pipeline and work it
Lead management works best with the accounts and conversations that feed it.
Lead management plans
Every account we deliver is saved in your pipeline. Plans run on monthly credits, and CRM connection is included on Accelerate and Scale.
Launch
$100a month
200 credits
- Up to 20 accounts a month
- Lead export
Accelerate
$500a month
1,000 credits
- Up to 100 accounts a month
- CRM connection
- Email & LinkedIn outreach
Scale
Custom
Priced for your volume
- Credits set to your volume
- Dedicated account manager
- Custom integrations
Lead management FAQs
Does Leadpoet replace my CRM?
No. Keep your CRM. Export leads on any plan, or connect HubSpot on Accelerate and Scale. Leadpoet adds new leads alongside your existing records and never changes them.
Does it work with CRMs other than HubSpot?
Yes. HubSpot has a native Leadpoet app for US-hosted HubSpot accounts. For Salesforce, Pipedrive or any other CRM, export your leads on any plan, or ask us about webhooks and API access. The Scale plan includes custom integrations.
What is the difference between lead management and pipeline management?
Lead management usually covers people before they are qualified, and pipeline management covers the deals that follow. Leadpoet does both: contact stages for leads and deal stages for qualified opportunities.
How do I prioritize leads?
Read each account's "Why this account" note to see the evidence behind it, then pin the contacts and deals you want to keep in view.
Where do I find lead management in Leadpoet?
In the Pipeline section of your workspace, where every account we deliver is saved with its contacts and evidence.