Lead CRM & Reports
Every lead, quote, and customer in one place, with status you actually update.
Last updated: September 12, 2026
Leads
24 this month · 9 booked
Dana Reyes
Water heater leak
Mike Chen
Panel upgrade
Priya Patel
Storm inspection
A sample lead list -- names, jobs, and statuses shown are examples.
Every lead that comes in, every quote request, and every customer that results is tracked in your dashboard with a status you control (new, contacted, booked, and so on), so you can see at a glance what needs attention instead of digging through texts and emails to reconstruct where things stand. Reports summarize activity over time so you can see trends in lead volume and follow-through without pulling the numbers together yourself.
Your data is exportable as CSV whenever you want it, it isn't locked into the dashboard.
Technical details
There's no public API to pull this data programmatically today -- CSV export is the way data leaves the dashboard. Getting a converted lead into your existing scheduling software (Jobber, Housecall Pro, ServiceTitan, or similar) doesn't go through an API either: it's the Booking Link on your profile, which every follow-up message and your mini-site's CTA button send a lead to directly. See Customer Onboarding for exactly how that handoff works.
Worth knowing
This tracks leads, quotes, and customers that come through SeenOnMain's own pipeline. It's not a general-purpose CRM for managing relationships or contacts you acquired outside of SeenOnMain.
Frequently asked questions
Can I export my data?
Yes, as CSV, whenever you want it. Your data isn't locked into the dashboard.
Is this a full CRM replacement?
It tracks every lead, quote, and customer that comes through SeenOnMain specifically, with status and reporting built around that pipeline. It's not intended as a general-purpose CRM for contacts outside of that.
Is there an API to pull leads or customers out programmatically?
Not today -- CSV export is the supported way to get data out. Handing a converted lead to your existing scheduling software happens via a Booking Link, not an API call; see Customer Onboarding for how that works.
See Lead CRM & Reports running on your own leads.
Fourteen days free, no card. This is live the moment your trial starts, not a demo account with fake data.
No credit card. Cancel anytime. Setup is done for you.