What it is

Organize accounts, contacts, sales activity, and follow-up in a customer relationship management system.

How to use it

1. Set up clear fields for lead type, source, location, equipment, date received, and permission status.
2. Create stages for new, reviewed, contacted, active, and closed records.
3. Assign an owner and next action; log replies, opt-outs, and duplicate merges.

How it fits your lead workflow

Import a small, cleaned sample first. Keep source and consent fields intact so your team can manage exposure and follow-up consistently.

Best use

Keeping buyers, sellers, and business accounts from getting lost between staff or channels.

Where to get it

See the provider’s official site for access, setup, pricing, and terms.