Free tool

Franchise CRM Leak Scanner

Drop in a CSV export from your CRM and see how many leads you paid for and never worked.

What it counts

  • Never worked

    Zero calls or touches. If your export has no count, a blank last activity date.

  • One touch only

    Exactly one call or touch, then nothing.

  • Stale

    Open leads with no activity in 30 days, or whatever you set.

  • No owner

    Nobody is assigned, so nobody is following up.

In our own data, 30% of the people we reached only answered on a later call. A lead with one touch isn't finished.

How to use it

  1. Export contactsFrom your CRM, as a CSV
  2. Remove namesOptional, but smart
  3. Drop it inIt runs in your browser
  4. Check the columnsFix any it guessed wrong

Questions

Is my CRM file uploaded anywhere?

No. The scan runs in your browser and the file stays on your computer. You can load the page, turn off your internet connection and run it to check.

Which CRMs does it work with?

Any CRM that can export a CSV file, including GoHighLevel, HubSpot, FranConnect and ClientTether. You can tell it which column is which.

What if my export has no call count?

It uses a blank last activity date to find leads nobody worked. It can't count one-touch leads without a call or touch count.

Do I need to include names and phone numbers?

No. It only uses dates, owner, stage, source and call counts, so you can delete personal details before you run it.

Why might the numbers be off?

It only knows what your CRM recorded. Calls logged somewhere else look like no activity, and a bulk import can skew created dates. The scanner warns you when it spots one.