LeadTrail - Kanban CRM for Small Sales Teams

LeadTrail is a lightweight CRM built around a kanban-style sales pipeline - the view salespeople actually want, instead of a static table with a status dropdown. Drag a lead card between stages and the change saves instantly, with no separate save step and no page reload.

Pipeline stages are fully configurable: rename them, reorder them, or add your own instead of being stuck with someone else's defaults. Six default stages (New, Contacted, Qualified, Proposal, Won, Lost) are created automatically during setup, and a stage still holding leads can't be deleted until those leads are moved. Deal value is tracked per lead, with a running pipeline total shown right on the board, and a searchable list view makes it fast to find a specific lead by name, company, or email rather than scanning the board.

LeadTrail is built for a growing lead list, not just a demo: the list view paginates 25 leads at a time and kanban columns scroll independently, so a few hundred leads never turn into one unwieldy page. Every card also has a plain dropdown to change its stage, which works without JavaScript enabled and doubles as an accessible alternative to dragging.

Most CRMs at this price point are either a bare table with a status column or so feature-heavy they need a manual. LeadTrail sits in between: the pipeline view, plus just enough around it - contacts, notes, search - to be genuinely useful day to day for a solo founder, freelancer, or small sales team not ready to pay for a SaaS CRM seat. It runs on a self-contained SQLite database, so there's no separate database server to install; a short setup form creates everything on first visit.

Features

- A real drag-and-drop kanban board for your sales pipeline, not just a static list with a status column. - Configurable pipeline stages: rename, reorder, or add your own instead of being stuck with someone else's defaults. - Deal value tracking, with a running pipeline total shown right on the board. - A searchable list view for finding a specific lead fast. - Built for a growing lead list: the list view paginates 25 at a time and kanban columns scroll on their own. - Works without JavaScript too: every card has a plain dropdown to change stage, for accessibility and as a fallback. - SQLite storage, no MySQL database to create - a short setup form creates everything. - No Composer, no Node, no build step for the buyer.

Requirements

PHP 8.1 or later with `pdo_sqlite`. A modern browser for drag-and-drop (a non-JS fallback is included).

Instructions

1. Upload the contents of `src/` to your web host, or run locally with `php -S localhost:8000 -t src`. 2. Make sure `src/data/` is writable by PHP. The included `.htaccess` blocks direct web access to the SQLite database; add an equivalent Nginx `location` block if you're not on Apache. 3. Visit the site. With no database yet, you'll be taken to a one-time setup screen: your team name and an admin login. Six default pipeline stages (New, Contacted, Qualified, Proposal, Won, Lost) are created automatically. 4. Add, rename, reorder, or delete pipeline stages under Stages. A stage with leads in it must be emptied first before it can be deleted. 5. Use the Board (home page) to drag a lead card between stages, or use the dropdown on each card as a non-drag/no-JS alternative. 6. Use Leads for a plain searchable list to find a lead by name, company, or email. 7. Add or edit a lead's name, company, contact details, deal value, and notes from its own page.