CRM
Model the relationships your team manages, then keep every record in one shared workspace.
New potential customers / day
128found so far
Day 1Day 8Day 14
Sources
Where they were found128found
- Public web6551%
- X3527%
- Reddit1915%
- Forums97%
| Actions | ||||||
|---|---|---|---|---|---|---|
| Posted a job for manual invoice matching | web | 91 | qualified | |||
| Asked in a forum about three-way matching | web | 84 | qualified | |||
| Wrote that month-end close takes a week | social | 88 | qualified | |||
| Shared a matching spreadsheet template | web | 62 | prospecting | |||
| Replied to an intro last quarter | crm | 77 | qualified | |||
| Hiring a second AP clerk | social | 71 | qualified | |||
| Reviewed an AP tool as too slow to set up | 80 | qualified | ||||
| Asked peers how they handle supplier credits | social | 58 | prospecting | |||
| Asked how to auto-match freight invoices | web | 74 | qualified | |||
| Posted about duplicate supplier payments | social | 81 | qualified | |||
| Downloaded an AP checklist | web | 46 | prospecting | |||
| Opened a pricing email twice | 88 | won | ||||
| Compared AP tools in a review thread | web | 69 | prospecting | |||
| Booked a demo from a referral | crm | 92 | won | |||
| Manages invoices for twelve clients | social | 58 | prospecting | |||
| Asked about PO matching in a forum | web | 77 | qualified | |||
| Replied to a newsletter about close | 41 | prospecting | ||||
| Hiring for month-end close support | social | 66 | prospecting | |||
| Re-engaged after a stalled trial | crm | 84 | qualified | |||
| Shared an AP backlog chart | web | 79 | qualified |