Double Lead · Sales Operating System
Double Leads,
or give it to the next company.
Double Lead is a mobile CRM for solo operators and small sales teams. Log a client visit in 10 seconds from your phone, then let AI handle research, outreach, and follow-ups. Sign in with Google to create your workspace and access your leads, contacts, and follow-up actions. See our privacy policy for how we handle your data.
01 — Connect
DoubleLead + Claude,
ready in 60 seconds.
Add DoubleLead as an MCP server once. Every conversation you have with Claude about your leads is automatically logged, structured, and waiting for you in the dashboard.
Claude now has access to
Your full lead pipeline
Every contact, stage, and history
Conversation logs
Notes and context from every touchpoint
Next actions
What needs to happen and when
Pipeline summary
At-a-glance numbers, any time you ask
Works with Claude and ChatGPT. Any MCP-compatible AI client.
02 — Pipeline
Your pipeline,
always in sync.
Claude handles the updates. You check in here. DoubleLead is your feedback loop, not your to-do list.
→ Send product overview
→ Schedule intro call
1d ago
→ Follow up on site visit
3d ago
→ Send revised proposal
2d ago
→ Chase decision by Friday
7d ago
03 — Log
Tell Claude what happened.
Done.
No CRM form. No tab-switching. Describe your meeting in plain language. Claude logs the lead, adds your note, and sets the next action automatically.
04 — Next Actions
Open DoubleLead.
Know who to call.
Every morning, DoubleLead surfaces your most urgent next actions. Nothing slips because you forgot to update a spreadsheet.
Chase decision, proposal expires Friday
Send product overview after site visit
Confirm site visit time for next week
Schedule intro call this week
05 — Mobile
Your entire sales pipeline, managed from your phone in 10 seconds.
Open Claude mobile, type what happened, done. DoubleLead logs it automatically via MCP. In the carpark, on the MRT, outside the client office. No laptop. No tab-switching. No losing the details by the time you get back to a desk.
DoubleLead + Claude mobile
Google Sheets + Gemini
Get back to a desk
details already fading
Open laptop
90 sec boot + login
Find the right tab
which sheet was it?
Update the row
formatting, cell by cell
Ask Gemini separately
copy-paste to chat
Done, 15 minutes later
half the details forgotten
By the time a salesperson opens a laptop, the carpark moment is gone. DoubleLead catches it while they're still walking to their car.
06 — Ask Claude
Your pipeline is one
question away.
Ask Claude anything about your leads. It draws on live DoubleLead data to give you accurate, contextual answers. No dashboard login required.
Ask Claude…
“Who has gone cold this week?”
“Summarise my pipeline”
“Draft a follow-up for Nadia Park”
“Which clients are at renewal risk?”
Claude (DoubleLead MCP)
07 — Team Plan
When a salesperson leaves, their leads don't leave with them.
Every note, every contact, every conversation. Permanently in DoubleLead. The new hire walks in with full context on day one. The client never notices the change.
Without DoubleLead
Leads
in their personal Google Sheet, gone
Contact relationships
in their head, gone
Call notes
in their notebook, gone
Email history
in their personal inbox, gone
Pipeline built over months
disappears overnight
Every salesperson resignation costs 3–6 months of pipeline rebuild. With DoubleLead, institutional knowledge is permanent.
New salesperson, day one