When you’re first starting to build your business, managing information about the new contacts you’re getting on your WordPress site is pretty easy. You might keep all of your contact information in your phone or in a spreadsheet. When you generate a new contact from an online form on your website, you typically get an email notification letting you know the basic info about the new lead. Then you follow up with an email or a call. This is how many businesses start out managing their contacts and, for a while, all is good.
But, as your business starts to grow and you have more contacts and employees, that simple system of personally following up with your leads just no longer works for you. It starts to feel scattered, hard to manage, and like you don’t know where anything is anymore. You may start asking yourself and your teammates, “Did you follow up with that person? What did you say? Did they respond? What are the next steps?”