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Looking for a lead tracking tool
Автор темы: Anne-Virginie Lerat
Anne-Virginie Lerat
Anne-Virginie Lerat  Identity Verified
Франция
Local time: 03:00
Член ProZ.com c 2003
английский => французский
+ ...
Apr 4

Hello,

I am looking for a solution to track my leads/prospects. The CRM all seem a bit too complex to me.
I mainly want to follow prospects and know when to recontact them.
Thank you very much in advance!
 
Michael Beijer
Michael Beijer  Identity Verified
Великобритания
Local time: 02:00
Член ProZ.com
голландский => английский
+ ...
LSP.expert Apr 4

I highly recommend: https://www.lsp.expert?ref=8Fgdhnf979 (ps: this is an affiliate link)

I use it for invoicing, business expenses, reporting and lead tracking.

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[Edited at 2025-04-04 12:25 GMT]
 
Anne-Virginie Lerat
Anne-Virginie Lerat  Identity Verified
Франция
Local time: 03:00
Член ProZ.com c 2003
английский => французский
+ ...
Автор темы
Thank you for your reply Apr 4

I already use lsp, I find it very useful for job tracking and invoicing.

However, when it comes to tracking the agencies/potential clients I have contacted in order to offer my services, I am not sure lsp offers this functionality.
 
Ricardo Sandy Aries
Ricardo Sandy Aries  Identity Verified
Индонезия
Local time: 08:00
Член ProZ.com c 2020
английский => индонезийский
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Google Workspace Streak Add-On Apr 4

It is available on Google Workspace as an add-on with a free trial. You should give it a try. Lead tracking tools are typically difficult to find outside the translation industry. Alternatively, you might try this tool instead: https://leadsgorilla.io.

Anne-Virginie Lerat
 
Michael Beijer
Michael Beijer  Identity Verified
Великобритания
Local time: 02:00
Член ProZ.com
голландский => английский
+ ...
Labels + Activities (notes) is enough for my purposes Apr 4

Anne-Virginie Lerat wrote:

I already use lsp, I find it very useful for job tracking and invoicing.

However, when it comes to tracking the agencies/potential clients I have contacted in order to offer my services, I am not sure lsp offers this functionality.


I make extensive use of the very handy labels functionality, plus the Activities feature.

Labels

Activities

It's not a full lead management system, but enough for my purposes!

[Edited at 2025-04-04 15:42 GMT]

Anne-Virginie Lerat
 
Anne-Virginie Lerat
Anne-Virginie Lerat  Identity Verified
Франция
Local time: 03:00
Член ProZ.com c 2003
английский => французский
+ ...
Автор темы
Labels Apr 7

You are right, I always forget about the labels in lsp. I will investigate this! Thank you again for the tip!
 


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