# Leader > Leader on NachoNacho — the B2B SaaS and AI marketplace. NachoNacho members get 20% CASHBACK + All Plans. 1st Year. - **Page:** https://nachonacho.com/product/Leader - **NachoNacho deal:** 20% CASHBACK + All Plans. 1st Year. - **Estimated saving:** Save up to $36/year - **Categories:** CRM, CRM & Marketing Automation - **Pricing from:** $12.50 Per User, Per Month - **Vendor website:** https://leader.net/?red=nachon - **Last updated:** 2026-11-03 Leader is a CRM for small businesses that captures calls, organizes leads and automates follow-ups ## About 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. ## Key benefits 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. ## 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. ## 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. ## Pricing plans - Free trial: yes - Vendor pricing page: https://app.leader.net/pricing - Pricing last verified: 2026-11-03 | Plan | Price | Charged | | --- | --- | --- | | Unlimited Annual | $12.50 | Per User, Per Month | | Unlimited Monthly | $15.00 | Per User, Per Month | | Enterprise Plan | Contact support for an invoice payable by bank transfer | Contact support for an invoice payable by bank transfer | ### Unlimited Annual includes - Work with your team - Unlimited tasks, notes & labels - Unlimited quotes - People & company insights - Files (1GB) - Calendar & meeting scheduler - Integrations - Automated smart Proforma Invoice ### Unlimited Monthly includes - Work with your team - Unlimited tasks, notes & labels - Unlimited quotes - People & company insights - Files (1GB) - Calendar & meeting scheduler - Integrations - Automated smart Proforma Invoice ## How the NachoNacho saving works 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. ## Eligibility This is for Leaders' new users. All NachoNacho customers are eligible. ## Frequently asked questions ### How much does Leader cost? 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. ### Can I try Leader before paying for it? 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. ### Is Leader a good fit for a small business? 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. ### What are the main trade-offs when choosing Leader? 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. ### What is Leader CRM used for? 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. ### Does Leader use AI or automate follow-ups? 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. ### Can Leader track deals and create quotes? 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. ### What happens when a potential customer calls a business using Leader? 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. ### What customer information can Leader show before a follow-up call? 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. ### Can teammates share customer context in Leader? 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. ## Leader compared with - [Leader vs Close CRM](https://nachonacho.com/software-comparisons/leader-vs-close-crm) — Markdown: https://nachonacho.com/software-comparisons/leader-vs-close-crm/llms.txt - [Leader vs Pipedrive](https://nachonacho.com/software-comparisons/leader-vs-pipedrive) — Markdown: https://nachonacho.com/software-comparisons/leader-vs-pipedrive/llms.txt ## Browse these categories - [CRM](https://nachonacho.com/category/CRM) - [CRM & Marketing Automation](https://nachonacho.com/category/CRM-Marketing-Automation) --- Source: https://nachonacho.com/product/Leader · Marketplace: https://nachonacho.com/marketplace · Site overview: https://nachonacho.com/llms.txt