Methodia
Tell us about a problem

Methodia project · Lead management

Leadoop. Status, priority and next action for every lead.

A single place to follow leads, opportunities and tasks without losing the context between emails, notes and reminders.
Leadoop screen: leads grouped by status, with next action and deadlines

The problem

After the first contact, the context scatters.

A contact comes in and gets a reply. Then it ends up between emails, notes, messages, spreadsheets and reminders. Often the problem is not having few leads, but following them well.

Status

Where the lead stands.

Priority

How much it matters now.

Next action

What to do next, and when.

So the team picks up the work on each lead where it was left.

Today

Leadoop is ready to use and keeps evolving through progressive releases and feedback from the people who use it.

What it teaches us

Keeping a product simple while it grows is harder than adding features. It is a criterion we also bring to client projects.

Have a sales process to simplify?