Built for vehicle insurance agents
Simple vehicle insurance CRM that lives in your Google Sheet.
Add policies from your phone or your computer. Every lead saves straight to your own Google Sheet, with a fresh sheet for each month.
Filter by month, company, or broker, see what's expiring next, and get a WhatsApp reminder the day before a policy runs out.
Sign in with Google · No credit card required · Your data stays in your Drive
Why LeadsFolio?
Everything you need to manage vehicle insurance policies, without the complexity.
Fast policy entry
One short form for vehicle number, customer, model, premium and expiry date. Add a lead in under a minute, from the shop or the road.
A sheet for every month
Each month gets its own tab in your spreadsheet, named like 2026-April. Last year's business stays exactly where you left it.
Filters and saved lists
Filter leads by month, company or broker. Companies and brokers you type once are saved and ready in the dropdown next time.
WhatsApp expiry reminders
Add your WhatsApp number once and get a daily message listing the policies expiring tomorrow, so no renewal slips past you.
Works on any device
Phone, tablet or desktop — the same app, no install needed. Add it to your home screen and it opens like a native app.
Your sheet, your data
The spreadsheet is created in your own Google Drive. We never keep customer records on our servers, and you can walk away with everything.
How It Works
Three steps, about two minutes, and nothing to install.
Sign in with Google
One click, no new password. Your LeadsFolio spreadsheet is created in your own Drive and connected automatically.
Add your policies
Fill the form once per lead. Everything lands in your sheet instantly, in that month's tab, with the company and broker you picked.
Renew on time
Track what's expiring, filter by month, company or broker, and let the daily WhatsApp reminder tell you who to call tomorrow.
Your Data, Your Control
Nothing on our servers
Customer records are written to your spreadsheet, not stored in our database.
Owned by your Google account
The sheet sits in your Drive. Open, edit or share it any time, with or without LeadsFolio.
Leave whenever you like
Stop using the app and your data is still there. No export request, no migration.
Frequently Asked Questions
Start with your next policy
Sign in with Google and add your first lead in about two minutes. The sheet is yours from the first row.
Start Using