Human-Approved Lead Pipeline Tracker

A local-first pipeline tracker for managing qualified leads from early outreach through payment. The project brings lead records, activity, follow-ups, value, and progress into one practical workspace while keeping people in control of consequential actions.

Lead management often gets fragmented across notes, inboxes, and spreadsheets. That makes it difficult to see what needs attention, understand deal progress, and maintain a clear record of client activity.

This project explores a structured workflow for tracking the full path from prospect to payment without handing decision-making over to automation.

A local-first CRM-style workflow for qualified leads and clients

Lead, activity, value, follow-up, and progress tracking

A clear pipeline from prospecting through payment

Human-approval controls for actions that should remain reviewable

Built with LangChain, OpenAI, and Relevance AI. The project focuses on practical AI automation, operational visibility, and reviewable workflows.