Local-Service Enquiry Pipeline

Local-Service Enquiry Pipeline

A compact browser-based pipeline for small service businesses that need more structure than notes but less complexity than a full CRM.

THE PROBLEM Enquiries arrive through calls, email and messages. Without one clear list, follow-ups are missed and promising work can go cold.

THE SOLUTION The Lead Board captures the customer, requested service, contact details, estimated value and notes. Each enquiry moves through New, Quoted and Booked stages, and the full pipeline can be exported to a spreadsheet-ready CSV file.

WHAT I BUILT • Fast enquiry capture • Three-stage sales pipeline • Local browser storage • Status updates without re-entering data • Estimated job-value tracking • CSV export for reporting or backup • Responsive design for mobile and desktop

WHY IT IS USEFUL It gives a sole trader or small team a simple daily view of upcoming work while keeping ownership of their data.

Built as an original working portfolio project. No client or revenue claims are attached to it.