Leadwise

Lead intake, qualification and consent-based follow-up for small B2B teams. Every follow-up is human-approved; voice calls only after regulatory review.

What Leadwise does

Small B2B teams that want a simple pipeline with consent-based follow-up.

• A public lead form that records explicit email (and optional phone) consent, plus CSV import with a rights attestation and manual entry.
• Rule-based lead scoring and automatic qualification, on a pipeline board.
• Follow-up drafts from a template that a person must approve, with an unsubscribe link and opt-out enforcement.
• Reminders and recorded outcomes for each lead.

How it works

1. Share your public lead form or import leads you are allowed to contact.
2. Set qualification rules; leads are scored as they arrive.
3. Review and approve the follow-up drafts.
4. Move leads through the pipeline and record the outcome.

Plans and limits

Paid checkout is not switched on yet, so paid plans cannot be bought for now.

Good to know

• No email provider is connected for follow-ups: approved drafts stay "approved, not sent".
• Voice calls are not available; they would need a licensed provider, call consent, a jurisdiction review and owner approval.
• Free-plan public forms show a "Powered by Leadwise" link; paid plans do not.

Your data

• Every follow-up needs consent and a person's approval, and an unsubscribe stops all follow-ups to that address.
• Passwords are stretched in your browser (PBKDF2) and only a salted hash is stored; the plain password is never sent.
• Each workspace's data is isolated from other workspaces, and you can export your workspace data or delete your account.
• Paid third-party providers are off by default, and sandbox and test-mode results are always labelled as such.

Questions and answers

Does Leadwise send emails or make calls automatically?

No. Follow-ups are drafts that a person approves, no email provider is connected yet, and voice calls are not available.

How is consent recorded?

The public lead form asks for explicit consent to a follow-up email (and, separately, to phone contact) and stores it with the lead. Imported leads need a rights attestation.

How are leads scored?

With points-based rules you can edit (the defaults look at company size, budget and free-email domains). Leads that reach your threshold are qualified automatically.

Is Leadwise free to use?

Yes, there is a Free plan with no card needed: 200 new leads per month, 100 follow-up drafts per month. Starter costs USD 29 per month and Pro costs USD 79 per month, with higher limits. Paid checkout is not switched on yet, so paid plans cannot be bought for now.

Free Leadwise tools · About Leadwise (plain text)