Pricing & Sign-up

• How It Works
• 3rd Party Integrations
• Bank Connections
• Our Bookkeeping Service
• Company Info
• Press
• Accountants & Bookkeepers

Small Business Sales Lead Tracking

Track sales leads for your small business when you create sales notes for potential clients.

How to track sales leads

• Talk to a lead? Make a note
• Get client approval? Make a note
• Send a proposal? Auto-note
• Send an invoice? Auto-note

In the LessAccounting software, sales leads and contacts are treated as the same thing. You can manually create a sales note for each contact to track your communication from proposal to payment. When you send business proposals, online invoices or log payments, those are automatically recorded as a sales note.

3 Important Sales Lead Tracking Tips:

• Track sales leads to the source of how they found you, this helps refine your marketing strategy.
• Use sales notes to record important information about your leads like competitors they've spoken to, important project goals or their favorite Star Trek captain!
• Keep in touch with sales leads so you remain on their radar for future projects and to get word-of-mouth referrals from their network.