Simple Lead Management (Really) with Dashboard

If you’ve read my other posts, you might recognize a pattern by now: I’m a big fan of in-the-cloud applications. The less I have to download, the happier I am. And the happier my PC is too. So it should be no surprise that my latest good find is another web app. It’s called dashboard and was created by LeadLog, a South Florida based company. As their name suggests, LeadLog is all about lead management.

Now LeadLog is no Salesforce, but I mean this as a compliment. Don’t get me wrong… Salesforce is fantastic, but it’s not for everyone. You know the saying (a little organization can go a long way)? Well, Salesforce doesn’t get you a little organized. It gets you very organized. And for many, getting very organized overwhelms to the point of killing all incentive to stay organized.

I have to give LeadLog kudos for being everything they’ve advertised dashboard as: “simple web software to manage all your leads”. Having signed up for a beta account myself, I can say that the app is straightforward and easy to use. That’s been Esteban Gonzalez’s goal since day one. By making dashboard “dead simple,” the co-founder says, “we solve the current problem of: poor or non existent software for lead management. I really mean just the origination of any deal (not the CRM part).”

Lead origination is not to be underestimated in the sales process! It is critical for insurance, financial, educational, consulting, and mortgage brokerage companies. Sales reps in these industries can easily wind up with thousands of leads scattered across purchased lists, business cards, day planners, cell phones, sticky notes, etc. each week. When these leads fall through the cracks (and they do), they take potential deals down with them.

To prevent missed opportunities, dashboard makes it easy to centralize leads (enter them manually, upload with a CSV file, or post via your website), track their maturity, and schedule items for follow-up. You can even customize your account to group leads into different types. This way you can have a separate to-do template for each group. For example, e-commerce leads, database development leads, and informational website leads might all require different follow-up actions.

So, if you need a simple solution for managing your lead origination, try dashboard while it’s still in beta (still free) for the next couple of months. Pricing information for the paid version has not been formally announced, but we can expect something in the ballpark of a $25 monthly fee for an account’s first two users plus $25 per additional user. Nearly 500 accounts have already begun taking advantage of the free trial since its release three weeks ago. Oh, and that’s another thing… the dashboard beta isn’t just a free trial. The team behind the dashboard beta actually shows love for the beta user with quick, thoughtful responses to feedback.