Pipeline
Drag the lead. The pipeline does the sums.
New, in contact, proposal sent: each lead sits in its stage, with what it is worth and where it came from. To move it, drag it.
- An estimated value per lead, and the total of each stage
- Source: referral, website, request form, social media, event…
- Won and lost kept apart, with the reason a lead was lost
Follow-ups
No lead goes cold. gridOS reminds you.
Give each lead a next step and a date. On the day its owner gets a notification, and the home page lists the follow-ups that are due.
- Mark it done and set the next step right there
- A history of every call, e-mail, meeting and note
- Every change of stage recorded, with who and when
