Xperlock Lite — CRM Lead Tracker

Leads by Tier

Funding Distribution

CRM Stage Breakdown

Priority Leads

Company	Tier	Score	Funding	Primary Contact	Trigger	Stage

0 leads

Add a New Lead

Fill in the details below to add a company to the CRM pipeline. Only Company Name is required — fill in whatever you know now, the rest can be updated later.

Company Information

Basic firmographic data about the target company.

Company Name *

Website Domain

HQ Country

Employees (estimate)

Product Summary

Target Customer

Platform Team Maturity

Funding

Latest funding round details. Found via Crunchbase, TechCrunch, PR Newswire, etc.

Funding Round

Funding Amount (USD)

Funding Date

Investors

Funding Source URL

Technical & Compliance Fit

Check careers pages, privacy policies, trust pages, and job listings for these signals.

PHI / BAA Evidence

PHI Evidence URL

AWS Evidence

AWS Evidence URL

Greenfield Fit Is the workload going into a brand-new AWS account? This is the key Lite qualification gate.

Buying Trigger

The specific event that makes them a prospect right now. Without a trigger, they are just a name.

Buying Trigger

Trigger Deadline

Key Contacts

Contacts are stored in data/contacts.csv, joined to this lead by ID. Add one here; add the rest of the buying committee directly to data/contacts.csv.

Scoring & Pipeline

Score the lead using the ICP rubric: Fit (out of 60) + Trigger urgency (out of 40) = Total (out of 100). Tier A ≥ 75, Tier B ≥ 55, Tier C = nurture/exclude.

Fit Score (out of 60)

Trigger Score (out of 40)

Total Score

Tier

Lead Source

Partner Source

Owner

CRM Stage

Last Touch Date

Next Action

Next Action Date

Disqualification Reason

Notes

Accounts

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Add someone

At least 12 characters. They sign in with it straight away.

Who is signed in

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Admin activity

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