A buyer needs a better way to manage 3,000 leads a year
A focused on buying goods rather than selling them does not fit the usual CRM workflow. More than 3,000 leads arrive each year from through Zapier and from a website form, and all of them currently go to Gmail.
Each form can contain detailed information and photos, not just a name and address. The first notice comes from Zapier or the website instead of the lead's own email address, so later replies from that person used to create a separate conversation.
That thread-splitting problem was recently addressed, but an inbox containing about 15,000 emails is still hard to manage. The needed system would clearly display every new lead and its submitted details, remove answered leads from the active view, and merge any later message into the earlier conversation while changing its status.
Key points
- More than 3,000 leads arrive each year from and a website form.
- Submissions include detailed information and photos.
- notices and personal replies previously appeared in separate email threads.
- Roughly 15,000 emails make Gmail difficult to use as an active work queue.
- Answered leads should leave the active view, while later replies should reopen and join the existing conversation.