Ask HN: How do you manage the sales "funnel"?

12 pointsby cshipleyvor 15 Jahren6 comments

I am a freelance mobile developer, and business is picking up to the point where managing potential clients through gmail labels will not suffice.

How do you manage contacts, track where they are in the sales cycle, and gather statistics for later feedback and analysis?

Is there a particular methodology or software that is used?

Thanks, Curtis

6 comments

jseebavor 15 Jahren

Might be a bit overkill to start, but we started early on with salesforce.com, which provided a good framework that we've grown into. Other CRM solutions like sugarcrm would work too.

avalorevor 15 Jahren

Fat Free CRM (http://www.fatfreecrm.com/) is a pretty nice self-hosted, RoR, option. There's an iOS app for it called Senbei, off the top of my head, although it is a little limited.

rpwilcoxvor 15 Jahren

For the first two I use Kanban: I have one bin for "On Radar" (people I need to send proposals to, etc), and "Followup". The card for each person has their email address and when I should follow up with them

bernardoportovor 15 Jahren

I'm using Pipedrive (http://pipedrive.com)

cshipleyvor 15 Jahren

I've been looking at FreeCRM, and for the price, well, it looks pretty good.

allweinvor 15 Jahren

It may be cliche around here, but I'm a big fan of 37 Signal's Highrise.