What is a leads tracking app?
A leads tracking application (software) is used to track the sales opportunities (potential clients) for small businesses (solopreneurs).
Here are a few of the phrases that are often used instead of “leads tracking”: Sales Pipeline Management, Prospect Tracking, Client Relationship Management, Contact Follow-Up System, Deal Flow Monitoring, Customer Pipeline, Opportunity Management, Sales Opportunity Tracking, Lead Funnel Management, Customer Prospecting, Sales Activity Tracking, Pipeline Visualization, Client Outreach Tracking, Prospective Client Management and Sales Journey Monitoring
Ok, that was boring but let’s move on: Quick Summary of Pretty Simple
Pretty Simple is a leads tracking app designed by a solopreneur, me (Sharon Gutierrez), for solopreneurs, because as a solopreneur with a consulting business I couldn’t find a good CRM for what I needed. Everything I tried was either too complicated or expensive for what I needed so why not create the solution?
The Common Challenges Solopreneurs Face Without The Proper Tools
Here are some of the common challenges we face as small businesses when we don’t have a way to track leads and get a little bit of data:
- Losing money on deals because of lack of organization
- Spending too much time doing the wrong things
- Not knowing sales cycles so couldn’t do proper sales forecasting
- Not knowing how much money is in your pipeline
I actually wrote an entire blog on this topic alone, and you can check that out here.
Here is the ultimate challenge though: We started businesses because we are passionate about what we do, not because we are passionate about sales. We need a way, even if it’s not Pretty Simple, to make sales more interesting and fun to track.
What Makes Pretty Simple Stand Out?
#1. Simplicity: Intuitive design and ease of use for non-tech-savvy users.
We designed Pretty Simple to be, well, simple. The big CRM’s are amazing with lots of integrations and automations, but we don’t need to be fancy – you add leads, follow up, take notes, get reminders and read reports. All of those features don’t need integrations or setup. You just add your first lead.
#2. Affordability: Accessible pricing compared to more complex CRM tools. We are giving away 14-Days to see if Pretty Simple is a good fit, and after that it is only $4.99 a month. That price point gives you both:
- Mobile Accessibility: Always available on the go for iOS users.
- Website Version: Get more reports and features when you are logged onto the website version.
#3. Key Features That Solopreneurs Love
- Three Color Schemes on Mobile: Bright, sandstone and greyscale are the options for you to choose what colors match your aesthetic.
- Lead Categorization: Organize and prioritize leads effortlessly as either cold, warm or hot.
- Reminders and Alerts: Never miss a follow-up or important deadline.
- Reports: Reports are definitely the #1 tool that solopreneurs love. Sales cycle, closing rates, and other data to help you make informed decisions.
- Secure and Private: Confidence in keeping data safe and personal.
Here is another way that Pretty Simple stands out, and you might not be a fan: Our core values:
- Prioritize Inclusivity
- Create Impact
- Always Do Your Best
- Openness in Communication
- Collaboration I Action
- Tap into Your Passion
If you look at our website page here, you’ll see not only what each of these core values mean but how we put them into action. We believe that if something is enough to be a core value, then you should assign it into action.
“We believe that there is great value in having genuine care for what we do. It is core to being inspired, more creative, and motivated even when you or your business are at low points. We encourage each team member to evaluate their connection to our goal.”
We turn this into action by hiring based on passion first and then to actively encourage discussion with our team and customers to know why we are connected to the work that we do.
Who are the Real Competitors for Pretty Simple: A Leads Tracker App?
We don’t consider other big CRM’s our biggest competitors. They often do an amazing job at what their build for: managing teams and amazing automations. We aren’t here to do that – we are here to provide a simple, and pretty, way to track leads.
The true competitors to Pretty Simple are spreadsheets, sticky notes and entrepreneurs trying to remember to follow up with their leads.
Here are 5 reasons Pretty Simple is better than a spreadsheet:
#1. Pretty Simple is built for tracking potential sales
Unlike spreadsheets, which are generic tools and when you use them to track sales you have to build out the formulas and figure out what metrics are actually worth tracking. Pretty Simple really just takes the guesswork out of it all.
#2. Pipeline Visualization
We love our reports in Pretty Simple as well as our dashboard with all of the leads categorized by cold, warm or hot. Having clear, visual representations of your sales pipeline can help you quickly get a big picture view of what is happening in your sales funnel and also show you exactly where each lead stands. You just aren’t gonna get those same visuals with spreadsheets.
#3. Reminders and Alerts
Has a spreadsheet ever sent you a reminder that you have $5,000 in leads on the table? Probably not! We have reminders built into Pretty Simple to let you know if it’s time to follow up with your next lead and also a gentle push if you haven’t logged in in a while.
#4. Manage Your Leads from Your Phone
Technically you can work with spreadsheets on your phone, but I’ve always found it a little cumbersome. Pretty Simple is optimized for mobile accessibility with more to-the-point functionality. You can manage leads anytime, anywhere and when you need more in depth features, they are ready for you from the desktop version.
#5. It’s pretty.
Originally my fifth point was going to be that it was time-saving, but you know what was more important to me as a user? It’s pretty to look at! When I’m dealing with leads I want colorful charts and drag and drop management. I look at boring spreadsheets all day for work, I want my sales dashboard to be fun!
So let’s move on to why it’s better than trying to remember:
Here are 5 reasons Pretty Simple is better than trying to remember to follow up (as in not tracking at all):
#1. Eliminates Forgetfulness: 48% of sales are forgotten!
According to this report 48% of sales people forget to follow up even once. That’s wild. That’s half! Imagine if you doubled your sales next year! We really think we are going to remember, but we’ve got a lot going on in our head. Even right now, I know someone had sent me a DM a few months ago on Instagram about needing help. I remember the industry, but for the life of me I cannot remember the username. Luckily, because I logged it in Pretty Simple, I can go back and look and not only see when to look for the DM but also the username and any other information I thought was important at the time.
#2. Reduces Stress and Mental Load
Keeping track of everything in your head can get overwhelming real fast. Pretty Simple steps in to take that mental load off your shoulders, organizing your leads and follow-ups for you. That way, you can focus on doing what you love without stressing over whether you remembered to follow up with that one lead.
#3. Provides a Big-Picture View
Let’s be honest – trying to remember all your leads can get messy. Pretty Simple gives you a clear, visual snapshot of your entire pipeline, so you can easily see where things stand. It’s like having a bird’s eye view of your sales process that helps you figure out your next move without any guesswork.
#4. Provides Data for Improvement
Without data, you’re just flying blind. Pretty Simple lets you track your lead activity over time, helping you see what’s working and what needs tweaking. You’ll have solid insights to improve your sales game and get better with each cycle.
#5. Keeps You Accountable
It’s easy to let things slip when you’re doing everything yourself. Pretty Simple keeps you on track with reminders and alerts, making sure nothing falls through the cracks. It keeps you consistent, so you’re always moving forward, not just hoping you’ll remember everything.
Getting Started Is Easy
Getting started with Pretty Simple is as simple as it gets! You can sign up for our 14-day free trial to see if Pretty Simple is a good fit for your business. No credit card is required, so you can take the app for a test drive without any pressure.
The setup process is incredibly quick. Once you sign up, you’ll be guided through the basics of adding leads, setting reminders, and categorizing your prospects.
If you’re tired of juggling sticky notes, spreadsheets, or trying to remember who to follow up with, Pretty Simple is your solution. Take your lead tracking to the next level and start transforming how you manage potential sales.
Download Pretty Simple today and get started with your free 14-day trial. Your sales pipeline will thank you!
