How do you keep track of your leads?
 

Hello. What are you using to keep track of your leads? When a question comes in from an interested buyer. I reply and mark it as important to remember to follow up. I am looking for something more sophisticated. Something that can follow up automatically or remind me to follow up and track if my lead converted into sale or not.
Any suggestions?
Thank you

Re: How do you keep track of your leads?
 

Hi Vinc, if you’re looking to keep track of sales and all, there are numerous platforms you can use that can manage those things for you. You could consider using free tracking from something like Google Analytics and setup goals.


You could even use ClickMagick or Quality Click Control like I do and say for example you done some PPC. It would track whether you made any sales from the reports and all. If you were tracking sales from someone else’s product, then you would need to ask the owner to place your tracking code on their Thank You / Confirmation page.


Another thing you can consider doing is when they are added to your auto-responder, setup notifications and follow up with them and assist them if needed. They signed up to your offer for a reason and if you can connect with them on a more personal level, then your chances of earning that sale will increase.




Why would you want to follow up automatically? Everyone is going to have different requirements and ask different things and if you’re sending out an automated message, the likelihood of them deciding to buy could be very limited, because all you’re doing is sending out an automated message that could possibly not even answer their questions.


If you make that connection with them more, then they'll most likely contact you to say they've purchased. Sometimes I haven't even offered them anything and they'll still ask whether I have an affiliate link.


Hope some of this helped. ;)

Re: How do you keep track of your leads?
 

Most CRM's (client resource management) will help you keep track of leads. We've used Inside Sales, Method and Sales Force. Most CRM's are easy to integrate with your current site.

Re: How do you keep track of your leads?
 

The CRM inside Premium Web Cart is great for managing funnels and sales paths. There are many other features you would use in their platform also.

Their elite package is pretty good at $149 monthly of if you want to incorporate some mobile stuff then their Platinum package at $199 is also good.

I personally use the service and I have two clients who we manage the systems for that are also using.

At the time we considered three options, Premium Web cart, Office Auto Pilot (now Ontraport) and Infusionsoft.

Ontraport's package cost was like 400 monthly and Infusion even more plus Infusion wanted $2K upfront set up cost.

I made a video about using them inside one of my accounts. The link is here:

Re: How do you keep track of your leads?
 

To track your visits, clicks, leads, and know all information about them you may use AdsBridge.com totally free now. Also you may use AdsBridge as traffic distribution system. Its beta testing during half a year and have no limits.

Re: How do you keep track of your leads?
 

If you are looking for a sophisticated system who can follow up automatically or remind you to follow up and track your leads, then, our marketing automation software is best suited for you. It will be live within a few days, so subscribe in Saleoid.com for using this software for FREE. It automatically manage, follow up and keep track of your leads generated from different marketing campaigns. So, subscribe fast as offer is valid only for 1st 1000 subscribers.

Re: How do you keep track of your leads?
 

Nick, I’m going to try AdsBridge as a tracker – is it still free? Or any free trial? Just
want to see if it meets my requirements and is convenient enough.

Re: How do you keep track of your leads?
 

I use Zoho CRM and Zapier together, both have fully functional free version

Re: How do you keep track of your leads?
 

Guys, has anyone here used AdsBridge? Will appreciate your opinion about it as a tracker.

Re: How do you keep track of your leads?
 

There are tons of tracking tools that help web designers manage sales. However, the best software must have the ability to compare data. By review this information, adjustments can be made to improve sales.

Re: How do you keep track of your leads?
 

This one is interesting. I've tried Zoho before and I would say it was worth it. At least during that time that I needed it. I haven't actually worked with Zapier before but I had a few recommendations. I think this can work for my purpose. Powerhouse combination!

Thanks for this post. Good call.

Re: How do you keep track of your leads?
 

Well, most good CRMs nowadays offer (mine certainly does) enhanced features for lead tracking such as lead capture forms, lead management tools, call logging functionalities, conversion optimization insights, contact & account management features, customizations, filters, tags and so much more. So I'd suggest you choose a robust CRM that can easily help you track leads effectively.

Re: How do you keep track of your leads?
 

I have an email service provider (Aweber) that databases my leads for me. It's like $19 a month.

Re: How do you keep track of your leads?
 

Infusionsoft.

It's a beast to learn, but has so many beautiful little features in it that I can't even imagine running a business without it.

One of those features is a CRM as has been meantioned above.

Re: How do you keep track of your leads?
 

Recently I started using ClickMagik and found it to be a very easy platform to use compared to other tracking methods I tried before.

Re: How do you keep track of your leads?
 

Check out My Conversion Brain. It does exactly that and more. It can also help you find out which keywords your leads have been using connecting through Google adwords api and more. So you will find out all the source traffic to all your leads, find out when they come back to your site and which pages they browsed and inquired on. Plus it helps you keep track of your leads from the initial stage to the close so you can see how much revenue each leads bring and the source traffic.

Re: How do you keep track of your leads?
 

Infusionsoft is perhaps one of the most popular options. Plus,you can link it with other programs making it easy for you to organize all your stuffs once your business gets bigger and gets more leads and traffic.

Re: How do you keep track of your leads?
 

I would suggest a few. Not too fancy and not too simple but just right.

Check out Trello or Pipedrive.

doesnt have an automatic reply setting or anything for that matter but you can setup reminders and move them to the proper stages Initial contact>Follow up 1 > Follow 2 > Warm Deal > Closed
Kinda like that. They also have some Tutorials on YT if youre interested.

Re: How do you keep track of your leads?
 

Track all your leads in a single platform,many software assist you to manage your leads.But my experience in using Apptivo CRM for tracking leads, so try this software.