Capture.
Convert.
Run Work.
Your leads are buried in your inbox. Lead2Project puts them all in one place.
The problem
Someone fills out your contact form.
It lands in your email.
It gets buried.
They hire someone else.
The fix
This one goes to your dashboard.
Watch it in action
Once a lead lands
Run the entire job from one card.
Lead2Project gives you exactly what you need to track, run, and complete the job. No more switching between texts, spreadsheets, and messy inboxes.
Zero Data Entry
Every lead lands with photos, job details, and contact info. No retyping.
One-Click Quotes
Build in seconds from a template and email a branded quote instantly.
Quick Scheduling
Book the job, assign your crew, and fire off confirmations without leaving the card.
Payment Tracking
Track what is paid, what is due, and send custom invoice reminders.
Monday, May 12, 2026
Good morning —
here's your day
Rapid Flow Plumbing · 9 items need attention
5
Leads
4
Scheduled
3
Pending
Active Revenue
Open jobs & invoices
$18,720
Kevin White — quote sent 3 days ago
Sarah Johnson — scheduled today
Daily Digest · Rapid Flow Plumbing
Pro Plan Feature
Your business,
delivered at 6 AM.
Every morning before you start the truck, a branded digest lands in your inbox.
Your form, your brand
Create Form. Customize Everything.
Ridge Line Roofing
Free Quote
roof-damage.webp
Uploaded
Beyond the board
Everything else you didn't know
you needed.
Customer
Status
Category
Amount
John Smith
Frank
Roof Repair
$5,750
Sarah Kim
Jorge
Leak Detection
$1,200
Mike Davis
—
Inspection
—
Lisa Chen
Kevin
Gutter Work
$2,400
David R.
Jack
Roof Replace
$12,005
Every lead. One table. Total control.
Filter by status, date, assigned crew, or payment. Sort any column. Bulk edit 50 leads at once. This is your command center when the board view isn't enough.
May 2026
Mon 19
Tue 20
J. Smith
8:30 AM
S. Kim
2:00 PM
Wed 21
M. Davis
10:00 AM
Thu 22
L. Chen
9:00 AM
D. Reyes
1:00 PM
Fri 23
T. Rodriguez
11:00 AM
See your week before it happens.
Every scheduled job on a real calendar — day, week, or month. Click to open the lead card. Know exactly who's going where and when.
Outbox
47 sentJohn Smith
QuoteRoof Repair Estimate — $5,750
2 hrs ago
Delivered
Sarah Kim
ScheduleAppointment Confirmed — May 18
5 hrs ago
Delivered
Mike Davis
PaymentPayment Reminder — $2,400 due
1 day ago
Opened
Lisa Chen
QuoteGutter Cleaning Estimate — $800
2 days ago
Declined
Every email you've ever sent. Tracked.
Quotes, schedule confirmations, payment reminders — every email lives in your outbox with timestamps, recipient, and status. When a customer says "I never got it," you'll know.
Pipeline Stages
Drag to reorderNew
5Contacted
3Quoted
4Scheduled
2Complete
6Paid
8Your workflow. Your stages. Your rules.
Rename pipeline stages, reorder them, add new ones. "New → Contacted → Quoted → Scheduled → Complete → Paid" or whatever fits how you actually work.
AI Brief — John Smith
Homeowner reporting storm damage on north-facing slope. Missing shingles visible in uploaded photos. Roof is 15+ years old — likely full replacement candidate. Customer mentioned insurance claim in progress. Recommend scheduling inspection ASAP and preparing both repair and replacement quotes.
Suggested quote
$5,200 – $8,400
Priority
High
AI that helps, not replaces.
Get an instant brief on any lead, chat with AI about your pipeline, or generate a starting quote. It's not perfect — but it saves you 10 minutes on every new lead.
leads_export_may2026.csv
247 leads · 18 columns · 1.2 MB
Your data. Take it anywhere.
Download your entire lead database as a CSV anytime. Use it for taxes, reporting, marketing lists, or just peace of mind that your data isn't locked in.
Sound familiar?
Your inbox is not a CRM.
You are running your business out of email, texts, and memory. It works until it doesn't. Lead2Project gives you one place for all of it.
Leads buried in your email inbox
Every lead lands on a visual dashboard with photos, details, and contact info. Nothing gets lost.
No way to track what was quoted or paid
Every card tracks status, quote amount, scheduled date, and payment. One glance tells you everything.
Following up means digging through old emails
One click to send a branded quote, schedule confirmation, or payment reminder. All tracked in your outbox.
Keep your current payment system. Keep your accounting software. Lead2Project just organizes the front end of your business so nothing falls through the cracks.
Lead2Project is ready
when you are.
Skip the sales cycles and endless pitches. Experience a platform designed to let you build, not wait.
Book a sales demo
Wait days for a call
Complex annual agreements
Pre-login commitment
Hidden tier pricing
Opaque 'Contact Us' models
The Build First Model
Lead2Project
- Instant Workspace Creation
- Free Access Tier Available
- Month-to-Month Flexibility
- No Credit Card required
One Job Pays for
The Whole Year.
No setup fees, no contracts, cancel anytime.
Basic Plan
Everything you need:
Pro Plan
Everything you need:
Stop Bleeding Leads.
One Win Pays for the Year.
Your competitor down the street is still texting quotes from his personal number. You don't have to be.
14-day free trial · Cancel anytime · 2 min setup