LEAD RESCUE / NEXT ACTION CONTROL
Stop losing the next follow-up.
Keep a short daily action queue for service quotes and inquiries without introducing another subscription. Enter anonymous case IDs, deadlines and outcomes. No automated messages are sent.
1. Record a case
Anonymous references only2. Work the queue
Reopen this page dailyEditing a case records the outcome and its next action date. This tool does not send reminders when closed or automatically contact anyone.
3. Keep control of your records
Download a CSV backup for your files or restore anonymous cases from a previous export. Imports replace the current local workspace only after confirmation.
Open quote values are a workload indicator, not revenue or guaranteed recovery.
Merge an Exception Auditor review queue
Unlike the full-workspace import above, this merge keeps all existing cases and rejects ID collisions without changing records. Incoming case values remain $0 planning placeholders. Verify each finding in its source system before any follow-up. No contact is authorized or sent by importing.
PROCESS DESIGN
Want a repeatable intake and audit trail?
Lead Rescue is a separate self-service downloadable toolkit. Review its device requirements and current price before purchasing. This free desk does not replace a managed CRM or server-side follow-up service.