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Leader
20% CASHBACK All Plans. 1st Year. *
Save up to $36/year
Leader is a CRM for small businesses that captures calls, organizes leads and automates follow-ups
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* With NachoPay:20% CASHBACK All Plans. 1st Year.Save up to $36/year
With any payment method:8% CASHBACK All Plans. 1st Year. Save up to $14.40/year
Redeem dealExclusive NachoNacho offer — must be redeemed through NachoNacho to qualifySavings Summary:
Get 20% cashback on all Leader plans in the first year when you pay with a NachoCard, saving up to $36/year. Without a NachoCard, get 8% cashback and save up to $14.40/year. Leader is a small-business CRM that organizes leads, captures calls, automates follow-ups and scheduling, and helps teams collaborate.
Deal eligibility requirements
This is for Leaders' new users. All NachoNacho customers are eligible.
What is Leader?
CRM for small businesses
Manage leads, customer conversations, and follow-ups in one place. The CRM connects with phone calls, calendars, and messages, automatically captures calls, and helps identify callers so teams can act on new opportunities.
- Organize every interaction: Add call notes, tasks, tags, and follow-up reminders to keep customer conversations on track.
- Learn about contacts: View insights such as social profiles, employment history, and company details.
- Streamline follow-up: Set auto-replies, schedule appointments, and share a digital business card.
- Work together: Share contacts, call notes and meeting summaries, and track who is assigned to each lead or customer.
- Prepare proposals: Create price proposals with product items, prices, and company branding.
Leader screenshots and videos
Key benefits of using Leader?
- Capture leads from calls: Automatically log incoming calls, identify callers, and add notes, tasks, and tags from the call screen.
- Follow up with less manual work: Set reminders, automate appointment scheduling and share a digital business card with potential customers.
- Understand customers before you respond: See insights such as social profiles, employment history and company details to inform conversations.
- Keep deals moving: Track opportunities through a visual sales pipeline and create branded quotes for prospects.
- Work together with shared context: Share contacts, call notes and meeting summaries, and track who is assigned to each lead or customer.
- Manage work on the go: Access Leader on iOS, Android and desktop, with information synchronized across devices.
Leader Features
- Automatically capture incoming calls, identify callers and create leads.
- View caller and customer insights, including social profiles, employment history and company details.
- Organize contacts with tags and categories, and search by notes or job title.
- Add call notes, tasks and follow-up reminders.
- Track deals through a visual sales pipeline with customizable stages.
- Send a digital business card and set automatic replies after calls or missed calls.
- Create branded quotes and price proposals.
- Keep a customer history of calls, notes, tasks, documents and proposals.
- Share contacts and notes with teammates, and assign leads and customers.
- Use Leader on iOS, Android and desktop with synchronized data.
Leader Pricing
- Monthly plan: $15 per user per month, billed monthly.
- Annual plan: $12.50 per user per month, billed annually.
Included with both plans
- Customizable drag-and-drop sales pipelines and task management with recurring reminders.
- Caller recognition and smart call pop-ups.
- Branded quotes and pro forma invoices with digital signatures.
- Email and SMS campaigns, plus AI-powered insights on leads and companies.
- Up to 1 GB of document storage per account.
- Support for more than 20 languages, iOS and Android apps, and a desktop version.
Free trial
- 30 days of access to the product’s features, with no credit card required.
Leader pricing
Free trialView pricing plan details
Pricing last verified November 3, 2026.
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Leader Discount Available
20% CASHBACK All Plans. 1st Year.
Save up to $36/year
Get 20% CASHBACK with our exclusive Leader deal by subscribing from the NachoNacho marketplace. NachoNacho is the best way to buy SaaS with exclusive promo codes, coupons, and deals.
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Frequently asked questions about Leader
Leader costs $15 per user per month when billed monthly, or $12.50 per user per month when billed annually. Both plans include sales pipelines, caller recognition, quotes, and task management. The listed NachoNacho offer provides 20% cashback on the first year of any plan for new Leader users who are NachoNacho customers; cashback may take 30–45 days to be credited.
Yes. Leader offers a 30-day free trial with access to the product’s features, and no credit card is required. That gives a small business time to test call capture, contact organization, follow-up reminders, and its sales pipeline with its own workflow before choosing a monthly or annual subscription.
Leader is designed for small businesses that manage leads through calls and need to keep conversations, tasks, and sales opportunities in one place. It may be especially useful when staff need caller details and follow-up prompts while talking to prospects. Businesses evaluating it should test whether its call-centered workflow fits how their team actually receives and manages leads.
Leader combines call capture, follow-up tools, a sales pipeline, and branded proposals in a per-user subscription. Its strength is keeping phone-led customer work connected to sales tasks; the trade-off is that a team that rarely handles leads by phone may use less of that functionality. Each account also has up to 1 GB of document storage, which may matter for document-heavy workflows.
Leader is a small-business CRM used to manage leads, customer conversations, and follow-ups. It brings calls, contact records, notes, tasks, and opportunities into one workflow, so teams can see what happened with a customer and what needs to happen next. It is available on iOS, Android, and desktop, with data synchronized across devices.
Yes. Leader includes AI-powered insights on leads and companies, along with tools that reduce manual follow-up work. Teams can set reminders, use automatic replies after calls or missed calls, and schedule appointments. Incoming calls can also be captured automatically. These features support sales follow-up, but teams still need to decide what to say and which opportunities to prioritize.
Yes. Leader has a visual, drag-and-drop sales pipeline with customizable stages for tracking opportunities. Teams can also create branded quotes and price proposals using product items and prices. Its listed plans include pro forma invoices with digital signatures, helping a small business move from a lead conversation to a proposal without losing the related customer history.
Leader can automatically capture an incoming call, recognize the caller, and help create a lead. A team member can add notes, tasks, and tags from the call screen, then set a reminder for the next step. This is particularly useful for businesses where a first phone conversation often becomes a sales opportunity.
Leader can show contact insights such as social profiles, employment history, and company details. Teams can also review the customer history of calls, notes, tasks, documents, and proposals before responding. That context helps a salesperson prepare a more informed conversation without relying solely on memory or separate notes.
Yes. Leader lets teammates share contacts, call notes, and meeting summaries, and see who is assigned to a lead or customer. A shared customer history helps the next person understand earlier conversations and outstanding tasks. Because Leader works on iOS, Android, and desktop with synchronized data, team members can access that context while away from their desks.