Simple vehicle insurance CRM that lives in your Google Sheet.
Add leads from your phone or computer. Data automatically saves to your Google Sheet with a new sheet for each month.
Filter by month, company, or broker. Reuse companies and brokers you've added before. Simple two-page app with Google Auth.
| Date | Vehicle No | Name | Expiry |
|---|---|---|---|
| 15/01/2025 | MH12AB1234 | Rajesh Kumar | 20/02/2025 |
| 10/01/2025 | DL8CD5678 | Priya Sharma | 05/03/2025 |
| 08/01/2025 | KA03EF9012 | Amit Patel | 15/04/2025 |
Why LeadsFolio?
Everything you need to manage vehicle insurance policies, without the complexity.
Easy Data Entry
Add leads directly from the app UI. Simple form on the home page makes entering client and policy details quick and easy.
Monthly Sheets Organization
Each month gets its own sheet in your Google Spreadsheet. All your data is automatically organized by month for easy tracking.
Smart Filters & Reusable Data
Filter leads by month, company, or broker. Add new companies and brokers once, reuse them anytime. Saves time on repeat entries.
Mobile-Friendly & Simple Setup
Works perfectly on phones and computers. Just sign in with Google Auth and you're ready. Two simple pages – add leads and view all leads.
How It Works
Simple two-page app. Easy setup with Google Auth. Works on any device.
Sign in with Google
One-click Google Auth login. No passwords to remember. Your Google Sheet is automatically created and connected.
Add Leads
Fill out the simple form to add new leads. Data automatically saves to your Google Sheet. Each month gets its own sheet.
View & Filter All Leads
See all your leads on the leads page. Filter by month, company, or broker. Companies and brokers you add are saved for reuse.
Simple pricing for insurance agents
Choose the plan that fits your needs. No hidden fees.
Basic
For solo agents
- 1 Google Sheet
- Unlimited policies
- Search + filters
- Renewal list
Pro
For small agencies
- Multiple sheets
- Multi-user access
- Advanced filters
- Daily renewal summary
Your Data, Your Control
We never store your client data on our servers.
All policies live in your own Google Sheet.
You can export or stop anytime – your data stays with you.