WisdomTrack: Leads & Money

Run your business from one app: the people you are selling to, the follow-ups you owe them, and the money coming in and going out.

Most small business apps keep your customer list and your accounts on their servers. WisdomTrack does not. Your records live on your own device, and if you turn on sync, they go to a file in your own Google Drive. We have no servers and no copy of your data. We could not look at your customer list if we wanted to.

WHAT YOU CAN DO

Leads and customers
• Keep names, companies, phone numbers, emails and notes in one place
• Move each lead through New, Contacted, Qualified, Proposal, Won or Lost
• Record where every lead came from — referral, walk-in, website, social or ads
• See what your open pipeline is worth at a glance
• Call, WhatsApp or email a lead in one tap, straight from their page

Follow-ups that actually happen
• Schedule calls, meetings, visits, emails and WhatsApp messages
• Get a reminder on the day, even if the app is closed
• Overdue work is the first thing you see when you open the app
• Record what came of each follow-up so nothing is lost

Money in and money out
• Log income and expenses in seconds, by category and payment method
• Track cash, bank transfer, UPI and card separately
• Know who owes you and what you owe — receivables and payables with due dates
• Attach a photo of a receipt to any entry
• Set a monthly budget per category and see when you are running close

The dashboard
• This month's income, expenses and net, against last month
• Where your money went, and where it came from
• Six months of income against expenses, side by side
• Which lead sources actually produced revenue — the report you only get when leads and money live in the same app

YOUR DATA IS YOURS

• Works completely offline. No account to create, no sign-up, no password
• Turn on Google Drive sync and your phone and computer stay in step
• WisdomTrack can only see the one file it created in your Drive. It cannot see your documents, your photos, or anything else
• Export everything to CSV, or save a full backup, whenever you like
• Delete the app and your data goes with it

ALSO ON WINDOWS

WisdomTrack runs on your Windows computer too, sharing the same records through your Drive. Enter an expense on your phone at a customer's site and it is there on your desk when you get back.

WORKS IN YOUR CURRENCY

Rupees, dollars, euros, pounds or dirhams, with amounts grouped the way your country writes them.

WHO IT IS FOR

Contractors, consultants, shop owners, agents, freelancers and small firms — anyone keeping track of customers in one place, follow-ups in another, and money in a notebook.

No ads. No tracking. No selling your data, because we never receive it.

Recent changes:
Free trial is now 30 days, up from 7. Easier birthday and anniversary entry: just type the digits, and the "/" is added for you (2503 becomes 25/03).