CRM Tool
I would love to have a CRM tool that can track all leads in one centralized system.
Key features that would be incredibly helpful include:
• A dedicated profile for each lead with a place to record detailed notes
• The ability to schedule follow-ups and receive reminders
• Tracking of when each lead was generated and the source of the lead (website, referral, social media, event, etc.)
• A communication log showing how and when the lead was contacted (phone, email, text, meeting, etc.)
• The ability to convert leads into clients while retaining all historical information and notes
• Team collaboration features that allow me to share lead information, notes, and updates with my team members
• Visibility into the current status of each lead and where they are in the sales process
• A dashboard that keeps everything organized and easy to access
Having all of this information in one system would be amazing and would greatly improve organization, communication, and follow-up efficiency for our team.
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Comments6
Esther Chi
Jun 24
•Merged request
•7 votes
Leads tracking feature
Houzz Pro has leads tracking feature. It would be great if yours can incorporate some options for us to track leads before it converts to project.
Kristina May
Jun 24
•Merged request
•7 votes
CRM and Workflows
I would love if i could have CRM capability in here, workflow for project management, etc. Even if you could just be able to be connected to my current CRM, Kit, through Zapier, that would be amazing. I love your product and the informative tutorials. I can see the heart and love put into this site and I thank you for that.
Maria Loveless
Jun 24
•Merged request
•6 votes
CRM tool
I would love to have a CRM tool that can track all leads in one centralized system.
Key features that would be incredibly helpful include:
• A dedicated profile for each lead with a place to record detailed notes
• The ability to schedule follow-ups and receive reminders
• Tracking of when each lead was generated and the source of the lead (website, referral, social media, event, etc.)
• A communication log showing how and when the lead was contacted (phone, email, text, meeting, etc.)
• The ability to convert leads into clients while retaining all historical information and notes
• Team collaboration features that allow me to share lead information, notes, and updates with my team members
• Visibility into the current status of each lead and where they are in the sales process
• A dashboard that keeps everything organized and easy to access
Having all of this information in one system would be amazing and would greatly improve organization, communication, and follow-up efficiency for our team.
Christy Day
Jun 24
•Merged request
•4 votes
CRM Tool
It would be great to have a CRM tool that wold track all leads. Then, convert them to clients. And have the option to share this info or prompt a team member to follow up with the lead. A place to write notes on how the lead was contacted and when would be amazing.