Web Lead Capture
Bring website inquiries into an organized dashboard without relying on a crowded email inbox as the only record.
SBLocal Creative Business Systems
WEB LEAD SYSTEM
Capture every inquiry. Keep your team connected.
A customizable, self-hosted communication dashboard that organizes web leads, internal messages, assignments, follow-ups, and business records in one secure place.
One inquiry. One accountable path.
Keep opportunities visible from first contact to final outcome.
The Web Lead System is a developing SBLocal Creative product concept for small and growing organizations that need a clearer way to receive website inquiries, assign responsibility, communicate internally, and preserve the history of what happened next.
It is designed to live on the client's own web hosting and complement the business's existing website. This prototype illustrates the intended experience; final production functions, installation requirements, security controls, and pricing remain under development.
Built around real business activity
More than an inbox.
Each module supports the same goal: make the next action visible, attributable, and easier to complete.
Lead Assignment
Route an inquiry to the appropriate person and make current responsibility clear to authorized users.
Internal Messages
Keep team conversations connected to business activity without turning the product into a general-purpose chat platform.
Follow-Ups
Schedule the next contact, identify overdue work, and preserve updates in the lead's continuing record.
Controlled Transfers
Request reassignment while preserving owner oversight and a visible record of approval or denial.
Reports & Records
Review activity, preserve former-user history, and prepare downloadable records for the business's own files.
A practical operating flow
From inquiry to recorded outcome.
- 1Inquiry arrivesThe website creates a lead record.
- 2Lead is reviewedAn authorized user confirms the next action.
- 3Responsibility is assignedThe right person receives the opportunity.
- 4The team follows throughMessages, updates, and follow-ups stay visible.
- 5The outcome is preservedThe business retains its own operating history.
Designed around your business
A configurable employee workspace—not a generic borrowed portal.
The owner-facing appearance controls demonstrate how the interface can be adapted to a company's approved identity without exposing arbitrary code or font controls.
- Branded header display on or off
- Public website navigation display on or off
- Sticky application navigation
- Approved header, navigation, button, and status colors
- Custom dashboard title
- Preview, discard, and commit workflow
Header
Accent
YOUR COMMUNICATIONS DASHBOARD
Dashboard Messages Leads Team Reports
12Active leads4Follow-ups3Team online
Prototype controls demonstrate the intended interaction.
Preliminary service structure
Begin with the team you have. Expand when the process proves itself.
Plan names, prices, and final feature boundaries are placeholders for product validation.
Starter
Up to 4 users
- Web lead dashboard
- Assignments and follow-ups
- Internal messages
- Owner controls
- Basic records
Team
Up to 10 users
- Expanded seat capacity
- Additional permission roles
- Team reporting
- Structured delegation
- Implementation planning
Business
Up to 20 users
- Department-ready roles
- Expanded records
- Advanced activity views
- Custom workflow review
- Provider coordination
Organization
20+ users
- Scope and capacity review
- Custom permission architecture
- Hosting assessment
- Security and retention planning
- Phased implementation
Prototype status
Built to demonstrate the experience—not to overpromise the product.
The interactive demonstration uses fictional, temporary information. It does not send real messages, accept live leads, create permanent employee records, or represent a production security audit.
Production deployment will require finalized authentication, authorization, data storage, backups, email delivery, privacy language, hosting compatibility, installation documentation, and continuing maintenance procedures.
Keep your website. Add a clearer operating system.