Which stages does the pipeline use?

New, Contacted, Follow Up, In Talks, Closed - Won, Closed - Lost, Active Client and Archived. The board shows the first six; lost and archived leads are one toggle away. Closed - Won and Active Client follow the linked project, so a transferred site marks the lead won and a site on monthly maintenance marks it an active client.

Can I see when a client opens the preview?

Yes, for a static site deployed to SiteSeeker hosting from a ZIP upload or a GitHub repository and linked to the project. Its conversion bar counts views, CTA clicks and contact clicks, and the counts show on the project card and in the project’s analytics panel. A site published from the AI website builder has no bar, so its link is not tracked.

How do I know which leads need attention?

The Needs action filter, and the count above the board, pick out open leads that have gone a week or more without activity. Lost and archived leads are left out.

Can I export my leads?

Yes. Export any column of the board, or select rows in the list view and export those, as a CSV file.

Which plans include the CRM?

Saved leads and the pipeline come with every paid plan: Pro, Max and Agency. Project limits differ by plan, and the pricing page has the current numbers.

The CRM for web designers,from saved lead to paid site.

Save a local business from the Lead Finder and it lands in one pipeline, with its stage, your notes, a log of every move and the website you build for it.

See pricing

Sales pipeline

New3

Harbor Tire & Lube
Tacoma, WA, USA
(253) 555-01422h
Maple Street Bakery
Ames, IA, USA
(515) 555-01175h
Rivera Family Dental
El Paso, TX, USA
(915) 555-01861d

Contacted2

Summit Roofing Co.
Boise, ID, USA
(208) 555-01531d
Bright Paws Grooming
Mesa, AZ, USA
(480) 555-01293d

Follow Up2

Oak & Iron Barbers
Dayton, OH, USA
(937) 555-01648d
Coastal Pool Care
Naples, FL, USA
(239) 555-01782d

In Talks1

Has a project.
Greenline Landscaping
Raleigh, NC, USA
(919) 555-01312h

Closed - Won1

Has a project.
Luna Nail Studio
Reno, NV, USA
(775) 555-01056d

Active Client1

Has a project.
Cedar Creek Plumbing
Bend, OR, USA
(541) 555-01901mo

Illustrative board with example businesses.

The flow

One pipeline, from first search to paid site.

The lead, the site and the sale live in the same app, so nothing gets copied between a spreadsheet, a builder and an invoice tool.

[1]
Find
Search a city and a trade in the Lead Finder, then save the businesses worth a call. Each one lands in New.
[2]
Work the deal
Move the lead through Contacted, Follow Up and In Talks as the conversation moves, with your notes on the lead.
[3]
Build
Press Generate website and the AI builder starts from the lead’s listing. Create a project to track the site you send.
[4]
Get paid
Send the preview link and take payment through SiteSeeker. A transferred site moves the lead to Closed - Won; monthly maintenance, to Active Client.

Kanban and list

Drag it on the board. Sort it in the list.

Kanban and List are two views of the same saved leads. The board shows where every deal sits; the list sorts them by lead quality, rating, reviews or the date you saved them.

Six stages on the board: New, Contacted, Follow Up, In Talks, Closed - Won and Active Client. Lost and archived leads are one toggle away.
Needs action picks out open leads that have gone a week without activity.
Totals above the board: leads, in pipeline, active clients, won and lost, and monthly recurring revenue.
Export a column, or the rows you select, to CSV.

Total leads

10

In pipeline

5

Needs action

Due

2

Won / lost

2 / 0

Example saved leads in the list view, sorted by lead quality
Business Name	Location	Status	Last Active	Score
Harbor Tire & Lube	Tacoma, WA, USA	New	2h	82Excellent
Greenline Landscaping	Raleigh, NC, USA	In Talks	2h	80Excellent
Summit Roofing Co.	Boise, ID, USA	Contacted	1d	77Excellent
Cedar Creek Plumbing	Bend, OR, USA	Active	1mo	74High
Rivera Family Dental	El Paso, TX, USA	New	1d	71High

Illustrative list view with example businesses.

Notes and activity

Every call leaves a note. Every move leaves a record.

Open a lead to write a note. Every stage change is logged beside it with the time, so two weeks later you know exactly where the conversation stopped.

Need words for the next touch? Use the cold email templates for web designers or the answers to common objections and follow-up emails.

Greenline LandscapingIn Talks

Note added: “Wants online quotes and a gallery of past jobs. Sending a preview Friday.”
2h ago
Moved from Follow Up to In Talks
1d ago
Note added: “Left a voicemail. Owner is on site until 4, try the office line.”
3d ago
Moved from Contacted to Follow Up
5d ago
Moved from New to Contacted
6d ago

Illustrative lead with example notes.

Projects

The site you build is part of the deal.

A project is the website you build for a lead, linked to it on both sides. It holds the preview link, shows whether the client opened it when the site was deployed from a ZIP or GitHub, and records the sale once they pay.

Put the offer in writing with the free web design proposal generator, or read the playbook for selling websites to local businesses.

Preview tracking on ZIP and GitHub deploys: views, CTA clicks and contact clicks.
Marking the preview as sent is logged on the project and moves it to Preview Sent.
A transferred site marks the lead Closed - Won. Monthly maintenance marks it Active Client.
Sales and monthly recurring revenue add up across every project.

Greenline LandscapingPreview Sent

greenline.siteseeker.appLinked lead: Greenline Landscaping

Total views

14

CTA clicks

3

Contact clicks

1

Preview link sent
1d ago
Website linked to project
2d ago

Illustrative project with example preview numbers.

Before you move your pipeline

How the CRM works.
Asked and answered.

What the pipeline tracks, what it does on its own, and what it costs.

A sales pipeline for the local businesses you save from the Lead Finder. Every saved lead gets a stage, notes and an activity log, and once you start work on its site, a linked project that tracks the preview and the sale.

The CRM for web designers,from saved lead to paid site.

One pipeline, from first search to paid site.

Find

Work the deal

Build

Get paid