Ask HN: During startup phase, what lead managment software you use?

3 pointsby shailvor 13 Jahren5 comments

During startup phase, how do you manage all your contacts?

During initial phase when as a founder you are doing everything including sales as well, what tool is best for managing all your leads.

There are many sales lead management softwares but I am not sure whether they are a good fit for an entrepreneur (who is primarily not a sales person). HINT: They might be too complicated. Another HINT: I have never used them so I might be wrong.

Do you use any tool which is an obvious choice currently?

4 comments

ryanlchanvor 13 Jahren

The project I'm working on (http://www.musubimail.com) was originally meant to help keep in touch with professional contacts, but I've been using it for beta-user follow ups to some good success.

I made groups based on how soon I need to follow up (this week, next quarter, etc) and have them track certain labels in my Gmail inbox. If someone needs to move groups, I just flag their email with the right label and wait for the reminders.

Let me know if this is something that interests you!

orangethirtyvor 13 Jahren

I use a trello board with the following cards:

|new| |no close follow-up| |follow-up| |dormant/recycle |

New is for new prospects

no close follow-up is for people who I have not closed.

follow up is for people I have closed, but waiting to be moved further along the sales ladder

dormant/recycle is for people who never respond but I still keep trying to close.

Note that I don't waste any leads.

dizietvor 13 Jahren

I'd recommend using Pipedrive https://www.pipedrive.com/en/features

It is straightforward to use and lets you separate different flows and stages.

colemorrisonvor 13 Jahren

Whoa, very cool. I've never seen this before and its value prop is very apparent.

chrisrickardvor 13 Jahren

I dig Nutshell, it's configurable enough to not just be for classic sales I just removed all the defaults and started from scratch).