Track leads, follow-ups, property details, contact history, pipeline activity, and key actions — all in one clean, app-style workbook built for busy agents and small teams.
The challenges with lead tracking is rarely lack of effort.
Most agents are already working hard — but leads, notes, follow-ups, property details, and contact history often end up scattered across notebooks, spreadsheets, phone reminders, inboxes, and memory.
That makes it easy for opportunities to slip, follow-ups to drift, and active leads to lose momentum.
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LeadVault gives real estate professionals a structured way to manage leads from first contact through follow-up, property details, pipeline activity, and next actions.
Instead of juggling separate notes, lists, and reminders, agents can work from one clear dashboard-backed system designed to keep active leads visible and follow-ups moving.
LeadVault is organised around the daily rhythm of real estate follow-up — from first lead capture to contact history, property details, photo reference, pipeline review, and next action planning.
See active leads, follow-ups, priorities, and pipeline status without digging through scattered notes or separate files.
Spot overdue follow-ups, priority reviews, and leads that need a next action before they drift.
Use clear follow-up dates, next actions, and status checks to keep conversations moving.
Bring lead details, contact history, property context, notes, and next actions together around each opportunity.
See which leads are active, contacted, follow-up ready, offer submitted, closed, lost, or dormant.
Use a clean Excel-based system designed for practical real estate lead tracking without complicated software.
LeadVault helps real estate professionals stay organised without adding unnecessary complexity.
It gives agents a practical way to keep lead activity, property context, follow-up priorities, and next actions visible — so fewer opportunities slip through the cracks.
See overdue follow-ups, due-today actions, priority reviews, and active lead movement without digging through scattered notes.
Bring contact history, property details, photos, follow-up dates, outcomes, and next actions into one organised workflow.
Start from the dashboard, review the pipeline, update next actions, and keep opportunities moving with fewer loose ends.
Need stronger listing visuals as well as better lead follow-up?
PitchVault also offers Drone Real Estate Flyover Videos to help agents, sellers, and property professionals showcase listings from above.
“Whatever you are selling, let us help with the telling”
Request the LeadVault User Guide or ask for a short demo walkthrough.
We’ll send you a request form so you can choose whether you want the guide, a demo, or both.
LeadVault is a guided real estate lead management system that runs in Excel, without requiring Excel expertise.
Each page supports a specific part of the sales process — helping users move from lead entry, to contact tracking, to property details, to pipeline review and follow-up planning.
Capture the core lead record in one structured place, including contact details, property type, location, lead priority, status, and source.
Track conversations, activities, outcomes, result scores, next actions, and sales representative notes so contact history stays connected to each lead.
Keep the deeper lead and property information together, including client type, budget or asking price, MLS details, property status, notes, and next action context.
Store visual reference points for each lead or property, helping users keep listing images, property context, and visual reminders close to the lead record. Images are intended for user reference within the workflow, not to replace MLS listing photos
Review selected property images in a larger, cleaner view so important visual details are easier to check without leaving the LeadVault workflow. Useful as a reference when discussing details during a phone conversation with the client
Focus on the leads that need attention now, including follow-up status, overdue actions, priority checks, next follow-up dates, and next action note
LeadVault gives agents a clearer, cleaner way to track leads, follow-ups, property details, contact history, and pipeline activity — without relying on scattered notes or complicated software.
