Small business owners: how do you keep track of contacts,leads,etc.?
March 14, 2014 8:46 AM Subscribe
Do you have suggestions for a system that will help me track the many new contacts I'm making as I start up my business? At the moment it's a mish-mash of notebooks, my phone, email, google docs and my (increasingly full) memory of conversations and phone calls. These might be people who've contacted me for a proposal, or it could be someone who says 'You should talk to my friend who does X - I'll put you in touch' and I want to remember to follow up with them later.
posted by atlantica to Work & Money (11 answers total) 11 users marked this as a favorite
This may be one of those 'unknown unknown' situations where there's some great system that already exists, or it might be I need to make a personalized spreadsheet and I just need advice on what information I should be capturing (apart from the obvious name, date, phone, email etc.) and suggestions on how to structure it, so I don't wasting time on it rather than making money.
Cash flow is tight so I'm looking for free systems and/or templates. Also I'd really like something that could automatically prompt me to follow up with a person a week after I sent a proposal, for example. Hit me with your suggestions!
Things I like to use: gmail, google docs, Excel, iPhone
Things I don't like to use: Evernote.