How to get started with Leadoop: a simple flow for managing leads, activities and follow-ups
Workspace set up in minutes, pipeline configured without complex setup, team operational immediately. A practical guide to getting started — with a 14-day free trial and no credit card required.
Starting with a new tool is often the hardest step. You think about complex data migrations, required training, processes to redesign. With Leadoop, the reality is different: onboarding is designed to be operational in under an hour, with no implementation or consultancy needed.
Step 1: create the workspace and import leads
The first step is creating the Leadoop workspace and inviting the team. Then import existing leads: from a CSV file, an Excel sheet, or manually one by one. No specific format is required: Leadoop adapts to the structure you already have. Once imported, every lead becomes a card with status, owner and history.
Step 2: configure the pipeline
The default pipeline covers most cases: New, Qualification, Proposal, Negotiation, Closed. You can customize it in minutes by adding or renaming stages to match your process. It does not have to be perfect from day one: the pipeline improves as you use it.
Step 3: start tracking activities
For each lead, start recording activities: calls, emails, meetings, notes. Two lines per interaction is enough. Attach a reminder for the next contact. Within a few days, every lead will have a searchable history and a planned action. This is the core of lead management: knowing exactly where you stand with every opportunity.
Try Leadoop free for 14 days and build a more organized commercial flow.