- Action-based lead management system
- Selling is a process
- Actions must be performed at the right time
- 11,000 users
- Lead view
- Pipeline with multiple-pipeline view
- Create leads via API, email, business card scanner, Zapier, native integrations with other platforms
- Lead Clipper can import a contact from LinkedIn or a contact from any person you see online
- To do or Standby
- Set reminders
- Set action, ie. SMS, Call, Meeting, E-mail, send quote
- It will send you a reminder
- Won/Lost
- Edit contact records quickly
- Log activity
- Collaborate with your team by "@" them
- Customize the list of activities
- Disposition each outreach quickly
- Tag your leads
- Source
- Product/Service
- Loss reason
- Upsell opportunity
- Add attachments
- Call or email right from the contact (opens Gmail)
- Scripts to be used by your team (like HubSpot Templates and Sequences)
- Prospect qualification guideline (like HubSpot Playbook)
- Pros, Cons, etc.
- Integrate with quoting and invoicing tools
- Cold prospects vs. Leads vs. Clients
- Import your Cold Prospects
- Convert to "Lead" with one button
- Move to next quickly
- Send one-on-one emails via your email tool
- Reporting
- Dashboards
- Statistics
- Pre-defined reports
- Call logs, etc
- Best for 1-30 or 40 salespeople
- Free trial with low price point
- Monthly or annual options
- Will help you think about your process via the Admin settings
- Stick to their promise of helping sales teams vs. marketing or support
- Chat support in seven languages
Links Mentioned In The CRM Sushi Podcast
