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Plan sales lead follow-ups free locally with customer needs, deal stages and next actions. Review due work and export a checklist; reminders are not sent automatically.
YOUR WORKSPACE
Plan sales lead follow-ups free locally with customer needs, deal stages and next actions. Review due work and export a checklist; reminders are not sent automatically.
Record “Acme / Proposal sent / Send quote by Friday / 2026-10-02” to keep the follow-up visible.
Records stay in this browser. This tool does not sync a CRM, send email, or contact customers. Avoid unnecessary sensitive information.
No. It records follow-up details and exports CSV only.
No. Records are stored in this browser.
Use the local functions for free without a KitNelo account. Optional Gemini generation sends the supplied text to Google and requires a configured server API key; provider fees and quotas can apply.
Local records are not a shared CRM. Back up your data and do not assume reminders are sent automatically.
Read KitNelo data and privacy detailsRecord a lead, their stated needs and the next suitable follow-up date to organize your outreach plan. Use customer details you are authorized to retain, and back up useful records because the local planner is not a shared CRM.
Update each deal stage and write a concrete next action so the record reflects your latest conversation. Check that dates and promised steps remain current; the tool relies on your updates and does not verify customer activity.
Review due follow-ups and export the customer action checklist for your work session. Confirm contact details and ownership before using it, and arrange any reminders separately because exporting the plan does not trigger automated outreach.
