# CRM for small business: how to never lose a single lead

All leads from your website, calls, messengers and AI bots in one list: kanban, table, filter, saved views and bulk actions.

Section: CRM and leads · Updated: 2026-11-03 · http://my.lptracker.ru/land/lk/faq/?a=crm-leads-list&lang=en

> **In short:** A CRM for small business is one list of all requests from the website, calls, messengers and AI bots: a table or kanban board by funnel stage that shows who to call. Open “Leads”, choose “Table” or “Kanban” and save filters from “Search and filter” as a view; every plan includes the full CRM.

A CRM for small business is needed first of all so that you don't lose leads. An online school runs ads and gets requests from everywhere: website forms, calls, Telegram, WhatsApp, AI bot replies. If the requests are scattered across email and messengers, the manager calls back the next day. By then, the client has already paid for a course at another school.

A CRM is a system that collects all inquiries into one list by itself. Each inquiry becomes a lead — that's what a CRM calls any request. A lead has an owner, a funnel stage (a step of the sale, such as “New lead” or “Meeting”) and its whole history in the [customer profile in CRM](http://my.lptracker.ru/land/lk/faq/?a=crm-lead-card&format=md&lang=en). The head of sales sees where requests get stuck, and the manager sees who to call right now.

Telephony, AI bots, a website widget, messengers and analytics are already built into your account. So requests land in the CRM by themselves, with no third-party integrations. The CRM itself — fields, funnels, leads — works on any plan, while AI bots, the widget, lead capture from the website and end-to-end analytics come with the “CRM + Telephony + Automation” plan and above, with no extra fees or separate services.

Watch the two-and-a-half-minute video, and below you'll find the step-by-step setup.

[Video: CRM for small business: how to never lose a single lead](http://my.lptracker.ru/land/n/multic/faq_media.php?f=2026-11/crm-leads-list-en-12c3f7.mp4)
- 0:03 CRM for small business
- 0:20 All built in
- 0:36 Kanban
- 0:52 Table
- 1:06 Search
- 1:19 Filter
- 1:36 Views
- 1:53 Bulk actions
- 2:11 Summary

## Why a small business needs a CRM

- An online school: a manager opens their own “My new leads” view and calls in order. The “Missed calls” filter shows who has already tried to get through. Requests don't go cold while waiting for a call.
- Real estate and B2B: deals are long, with many touchpoints. The “Nearest task” → “Overdue” condition finds the clients someone forgot to call back in a second.
- A salon, clinic or renovation business: the kanban shows how many clients are at each stage and how much they have already paid. The owner sees the workload and the money without reports from managers, even on a phone: the account works well there too.
- Head of sales: a manager quit — select their leads by the “Responsible” condition and hand them over to someone else in one operation. Clients aren't left without attention.
- Marketer: select those who didn't buy (“Payment” → “No”) and send them an SMS or an email right from the list. No separate mailing service needed.

> An online English school got requests from its website, from Telegram and by phone. Before: requests were collected in a spreadsheet and in personal messengers, the manager called back three or four hours later, and some inquiries got lost. What we did: all channels were brought into the CRM, each manager got a “My new leads” view, and every morning the head of sales opens the “Nearest task” → “Overdue” filter. After: during working hours, the first call happens within 15 minutes, and trial lesson bookings grew from 22% to 28% of requests.

## How the list of leads and deals works

Each inquiry becomes a lead. As soon as a payment is added to the lead card, the lead becomes a deal — more in the article on [payment tracking in CRM](http://my.lptracker.ru/land/lk/faq/?a=crm-deals-payments&format=md&lang=en). That's why the CRM has two lists: “All leads and deals” and “Only deals”.

You can view the list in two ways:

- kanban — a board with a column for each funnel stage, with the number of leads and the payment total in the column header;
- table — columns with card fields, sorting and editing right in the cell.

The kanban columns are the stages you define yourself: how to set them up is covered in the article on [CRM pipeline stages](http://my.lptracker.ru/land/lk/faq/?a=crm-funnel-steps&format=md&lang=en).

On the left is the views column. A view is a saved filter together with its sorting and columns. Each view shows its number of records. The list and the numbers refresh by themselves once a minute.

![Kanban board for leads in CRM: all stages and payment totals on one screen](http://my.lptracker.ru/land/n/multic/faq_media.php?f=2026-11/crm-leads-list-1-en-f7248c.webp)

## How to set up the lead list in CRM

1. **Open the list** — The “Leads” menu item. The kanban opens by default. The “Table” and “Kanban” icons are in the panel above the list, and your choice is remembered.
2. **Find a lead** — Type a name, phone number or email into the “Search and filter” field, at least three characters. The list updates by itself.
3. **Set conditions** — Click the “Search and filter” field and choose a condition on the left, for example “Funnel stage”. Tick the values on the right and click “Find”.
4. **Save a view** — Click “+ Save filter”, enter the “Name”, choose the “Colour” and “Who sees it”: “Shared” or “Mine”. Then click “Save filter”.
5. **Set up the table columns** — In table mode, hover over a column header and click “⋮” → “Columns”. Width, order and sorting are saved to the current view automatically.
6. **Show fields on the kanban card** — In kanban mode, click “⋯” → “Kanban card” → “Add a field”. Choose up to four fields, set their look and color, and click “Save”.

## How to stop losing leads: a “who to handle now” filter

The most useful conditions:

- “Stage date” or “Nearest task” → “Overdue” — forgotten clients;
- “Missed calls” or “Unread messages” → “Yes” — who is waiting for a reply;
- “Payment” → “No” — leads without a payment;
- “Source” → one source → “Campaign” — requests from a specific ad;
- your own card fields: lists, numbers and dates.

The “Not equal” button excludes the selected values. To remove all conditions, click the cross on the “Filters: N” badge or the “Reset” button.

![CRM lead filter by funnel stage and owner](http://my.lptracker.ru/land/n/multic/faq_media.php?f=2026-11/crm-leads-list-2-en-abb3dd.webp)

## Kanban board for leads: move leads with the mouse

Drag a card to another column — the stage changes and is saved by itself. While you drag, the “Rejected”, “Deal closed” and “Delete” zones appear at the bottom of the screen. The “Add a lead” button at the bottom of a column creates a lead right at that stage.

A pink stripe on the left of a card means the last call was missed. A field with the “Signal” look highlights what matters with a bright badge, for example “VIP client”.

![You can show up to 4 colored fields on a CRM kanban card](http://my.lptracker.ru/land/n/multic/faq_media.php?f=2026-11/crm-leads-list-3-en-40e023.webp)

## Bulk actions with the lead list

Tick leads, and a panel with the “Stage”, “Responsible”, “Export”, “More” and “Delete” buttons appears at the bottom. The “Select all” link takes all records matching the filter, not just those on the screen. “More” has a category change and SMS and email broadcasts. An SMS costs from $0.0748 depending on the carrier, and Beeline and MegaFon have their own rates.

Before making a change, the system asks you to type a short phrase, for example “change 25 leads”. This protects against an accidental click. The progress of the operation is shown in a card in the account header.

![Bulk stage change for selected leads in CRM](http://my.lptracker.ru/land/n/multic/faq_media.php?f=2026-11/crm-leads-list-4-en-b18b44.webp)

> One bulk operation can change up to 30,000 records. If there are more, narrow the filter and do it in several passes. Export isn't limited by this cap.

> A manager can be allowed to see only their own leads — this is set in the “Users” section. The rights to change the owner, export and delete are granted there too.

## Frequently asked questions

### Why don't search and filter work in the lead list?
Filter conditions are applied with the “Find” button: clicking outside the filter window or pressing Esc closes it without applying them. Search starts from three characters and looks only among the leads selected by the filter.

### Why is a stage column missing or greyed out on the leads kanban board?
A grey column doesn't accept the card: you aren't allowed to move leads to this stage, and the administrator grants this right in the “Users” section. If the column is missing entirely, it's hidden, or it's a system or archived stage: open “⋯” → “Kanban card” → “Kanban stages”, tick the stage and click “Save”.

### Why does the list show “0 leads” after a bulk action?
It's not a glitch: the server is still running the operation. Wait, and the list will refresh by itself.

### Do I need a separate plan for the CRM?
No, all CRM features are available on any plan. New users get a trial period and $1 on the balance after activation.

### How do I move clients from Excel or another CRM?
Export your database to Excel or CSV and upload it yourself — how to do it is described in the article on [importing contacts from Excel to CRM](http://my.lptracker.ru/land/lk/faq/?a=crm-import&format=md&lang=en). Or order a turnkey migration — the button is at the end of the article.

### Where is client data stored in the CRM?
On the platform's servers, in compliance with personal data protection laws. Keep an eye on your balance: if it stays negative for more than 180 days, the account data is deleted.

**Read also:** [Customer profile in CRM: full history, client replies and tasks](http://my.lptracker.ru/land/lk/faq/?a=crm-lead-card&format=md&lang=en), [CRM pipeline stages: set up your sales funnel and client alerts](http://my.lptracker.ru/land/lk/faq/?a=crm-funnel-steps&format=md&lang=en), [Import contacts from Excel to CRM without manual data entry](http://my.lptracker.ru/land/lk/faq/?a=crm-import&format=md&lang=en), [Customer segmentation in crm](http://my.lptracker.ru/land/lk/faq/?a=crm-lead-filters&format=md&lang=en), [Export crm data to excel](http://my.lptracker.ru/land/lk/faq/?a=crm-export&format=md&lang=en), [Lead distribution in crm](http://my.lptracker.ru/land/lk/faq/?a=leads-distribution&format=md&lang=en)