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Build a Lead Management App for B2B Sales Teams

Qualify accounts, assign reps by role, and track deal-stage follow-ups in a shared database app. Build it without code using Kleap. Free to start.

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A working app, not a template

b2b-sales-lead-management.kleap.io
B2b Sales Lead Management
36 records
+ New
36
Total records
+16
This week
7
Active
Company
Deal Value
Decision Maker
Pipeline Stage
Amara Okafor
$8.4K
North
Active
Sofia Ricci
$10.1K
Regular
Pending
Priya Nair
$2.8K
West
Review
Emma Novak
$4.5K
Ops
Done

What it is

A lead-management app for B2B sales is a web-based system that captures inbound and outbound prospects, tracks the account, contacts, and deal value, and moves each opportunity through a defined pipeline from first meeting to closed-won. It works as a lightweight CRM your whole team can log into.

What your b2b sales lead management tracks

Every field below is one you can add, rename, or remove by chatting with Kleap — a starting point tuned for b2b sales.

Company & Industry

B2B targeting is account-based, so the firm and its vertical anchor every deal and its relevant case studies.

Deal Value / Contract Size

Sizes the opportunity so reps and managers prioritize the biggest revenue on the board.

Decision Maker & Title

Knowing who actually signs shapes who you need to get into the room before proposal.

Pipeline Stage

Prospect, discovery, proposal, negotiation, and closed is the standard B2B funnel that shows where each deal really sits.

Lead Source

Outbound, inbound, event, or referral reveals which motion is actually filling your pipeline.

Pain Point / Need

The problem you are solving frames the entire pitch, the proposal, and the ROI case.

Next Step & Due Date

B2B cycles are long, so a defined next action keeps deals from silently stalling.

Competitors in Play

Knowing who else they are evaluating sharpens your differentiation and objection handling.

Expected Close Date

Lets you forecast the quarter and instantly spot deals that are slipping.

Benchmarks

What good looks like for b2b sales

Lead-to-opportunity (SQL) rate
10-15%
Opportunity-to-close (win) rate
20-30%
Average sales cycle
30-90 days for mid-market
Built for your whole team

One app, a view for everyone

Sales Rep / AE

Deals needing a next step and this week's expected closes

Sales Manager

Pipeline coverage, win rate, and stage-to-stage conversion

SDR / BDR

New leads to qualify and cleanly hand off to an AE

Buy a tool, or own one built for you

Off-the-shelf software makes you fit its mold. With Kleap you describe the lead management you actually want and own it outright.

A typical lead management

  • Monthly per-seat fees that grow with your team
  • Your data lives on their servers, in their format
  • Fixed features — you adapt to the tool, not the reverse
  • Generic, not shaped around b2b sales

Built with Kleap

  • Free to start — no per-seat pricing
  • You own the app and its database, data stays yours
  • Change anything by chatting — fields, views, workflow
  • Shaped around how b2b sales actually works

Build it in 3 steps

Step 1

Describe it

Tell Kleap what your b2b sales needs, in plain words.

Step 2

AI builds it

Get a real working app with records, forms, and a dashboard.

Step 3

Publish

Refine it in chat, then publish. It is a live app you own.

Frequently asked questions

Does it sync with Salesforce, LinkedIn, or my email?+

No. Kleap builds a self-contained web app on its own database and does not integrate with Salesforce, LinkedIn Sales Navigator, or email inboxes. It can serve as your entire lightweight CRM, but it will not pull contacts or activity from other platforms. You enter and update deals inside it.

Can I build a custom pipeline with my own stages?+

Yes. Kleap lets you define exactly the stages your process uses and see deals grouped by stage on a dashboard, so the pipeline matches how your team actually sells rather than a rigid template.

Can multiple reps use it with their own accounts?+

Yes. It supports logins and per-user scoping, so each rep sees and manages their own deals while a manager can view the whole team's pipeline. Roles control who sees what.

Does it log emails and calls automatically?+

No. There is no email or dialer integration, so activity is not captured automatically. You log the next step and outcome by hand in each deal record, which keeps the pipeline accurate without connecting external tools.

More Lead Management App use cases

Ready to build it?

Describe your b2b sales lead management and watch it come to life. Free to start, no code.

Build a Lead Management App for B2B Sales Teams — Free | Kleap