Lead tracking software for sales teams

Lead management software made easy

Myphoner takes complex out of lead management and gives you a simple sales tracking tool that'll get you started in minutes, increase your efficiency and boost your ROI.

Sales lead tracking made for outbound

Seamlessly capture, organise and nurture sales leads with Myphoner.

What is lead tracking?

Lead tracking is the process of following a sales lead through the sales pipeline until it becomes a customer, keeping track of activity and enhancing lead information during the process. Some also call it prospecting.

The approach to lead tracking differs from system to system, where some weigh reporting over workflow and others vice versa. Either can be a pain whether you are an agent, an analyst, a client or a manager.

At Myphoner we value simplicity and our focus is on a system that's easy-to-use while keeping advanced functionality under the hood as much as possible. We've created a simple way of controlling required information through the different steps of your pipeline and compiled a set of reports that gives you all the transparency you need while keeping agents efficient.

Confiado en todo el mundo

British Council
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Capterra Shortlist 2022
Software Advice Frontrunners 2022
GetApp Category Leaders 2021

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Automation, transparency and results that matter

Myphoner is a unique tool for outbound sales, combining a lightweight sales CRM with a superior lead queue and power dialer into an easy, but efficient, lead tracking solution for sales teams.

You can set up automated capturing of leads from your lead generation efforts to quickly and easily start the sales process when new leads drip into your pipeline.

With features like our dynamic lead distribution, accessible performance insights and activity reports as well as an open API and Zapier integration, Myphoner will allow you to increase automation and transparency and get results that matter for in-house product sales teams as well as agencies.

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Myphoner proporciona total transparencia sobre el rendimiento de cada agente y la eficacia de nuestras campañas.
Eric Elming, Sales Manager — Skyepack


más eficiente manteniendo la misma calidad.

Lea el estudio de caso

What industries can benefit from using lead tracking?

SaaS products
Physical products
Real estate
Energy and Solar
Legal services
Education, coaching and counselling
Appointment setting
Market Research
General telemarketing
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We have customers in many sectors

Our customers span a range of industries, all drawing benefits from using our unique lead tracking solution.

Some of those industries are mentioned in this list.

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How does lead tracking work in Myphoner?

Capture Leads Through Marketing Tool Integrations

Through zapier.com, Myphoner provides easy integration of more than 3,000 services and tools.

When deciding on and setting up a new lead tracking system, it’s essential to make sure you are easily able to get leads from all different sources into the pipeline: whether generated from social media, a webpage, email or others.

With Zapier, you can connect your lead generation source with Myphoner in just a few clicks. New leads will then be automatically transferred into Myphoner.

    Create new leads in Myphoner through a "Zap"

    Create new leads in Myphoner through a "Zap"
    Incluso nosotros, los vendedores, podemos descubrir cómo hacer que esto funcione. Por lo general, no me gusta usar CRM para llamadas en frío porque son demasiado torpes y rastrean demasiadas cosas que no importan para clientes potenciales no calificados. La herramienta Myphoner proporciona una interfaz mucho más simple y rápida para hacer llamadas en frío y, combinada con Zapier, termina ahorrando tiempo.

    Paul Pace, Account Executive

    AHK Electronic Sheet Metal, Inc.

    Organise your Leads in Lists

    In Myphoner, we group leads into lists - a simple way to keep your data organised.

    You can view lists as campaigns, steps in your pipeline or any other term that accommodates the way you work with leads.

    One way of organising leads that are being tracked from different lead generation sources is to create a single list for each lead source.

    In our reports, you will then be able to compare the performance and activity on each list of leads separately.

    During prospecting, you can move leads through different lists that comprise the steps of your pipeline, as you see fit.

      Personalised campaign dashboard in Myphoner

      Personalised campaign dashboard in Myphoner

      Obtener Myphoner

      Solución simple de seguimiento de clientes potenciales a través de un flujo de trabajo único de llamadas en frío.

      Elige tu plan
      Personalised campaign dashboard in Myphoner.

      Capture information as leads progress in the funnel

      Part of prospecting is the collection of relevant data about a lead.

      Myphoner helps agents remember to collect required information, by setting rules for what fields must be filled before certain actions can be taken on your leads.

      This way you can ensure that leads entering a new stage of the pipeline has all the required information, needed for further processing.

        Require data before certain dispositions in Myphoner

        Require data before certain dispositions in Myphoner
        Myphoner, es mi CRM favorito hasta ahora. He usado varios CRM diferentes y Myphoner es conveniente y realmente te ayuda a mantenerte organizado. El seguimiento es excelente, la automatización es increíble y lo uso todos los días.

        Lawrence Gross, Account Manager

        Green Integrations

        Use segments to fine tune your workflow

        Using our lead segmentation functionality, you can handle several marketing campaigns that each span multiple sources.

        To do this, just have Myphoner collect leads from each campaign into a corresponding list, marking them with their source and then segment the list by source.

        Segments in Myphoner are very powerful. You can segment based on multiple criteria and delegate each segment to different agents.

          Segments are easily created and maintained in Myphoner

          Segments are easily created and maintained in Myphoner
          Empecé a hacer llamadas en frío con mi negocio hace una semana y ya he encontrado un valor inmenso en la implementación de Myphoner. Solo me tomó un día de mirar las cincuenta hojas de cálculo que había dividido por estados para saber que tenía que haber una opción que me ayudara a ahorrar tiempo y dinero. Myphoner ha sido la respuesta fácil para todos mis problemas.

          Sarah Oberg, Chief operations officer

          Black Market Glass

          Distributing Leads among Agents - "The Queue"

          Once you have organised your incoming leads, Myphoner’s queue will take care of the rest.

          When there are multiple agents, the queueing system will make sure each agent gets the next lead in the queue - except those that have been claimed or are currently being called by other agents.

          Claimed leads are those that have been reached by an agent and should thus be followed up on by that same agent. Our claiming settings are flexible and adjustable, and have sensible defaults.

          Our queue provides dynamic lead distribution, which has proved to work well for hundreds of teams. Of course, it is also entirely possible to divide leads into more lists and/or segments and assign agents one list each - a more traditional form of lead distribution.

            Viewing your personal, prioritised queue of leads to call

            Viewing your personal, prioritised queue of leads to call
            Busqué un programa durante semanas, todo estaba ocupado y lleno de funciones innecesarias, finalmente encontré Myphoner, ¡y es la plataforma de llamadas en frío más eficiente que existe! puede tener múltiples agentes trabajando desde la misma lista de datos, ¡realmente es genial!

            Justin Kessler, Entrepreneur


            Never again forget to follow up on a prospect

            Persistent followups are crucial to success, but remembering to follow up should be the work of a machine, not an agent. That's why we've baked it right in to our scheduler.

            To be productive, agents must never miss a lead. Leads should be presented so that agents can put their energy into the sales pitch, rather than worrying about whether there was a better lead to call.

            The Myphoner queueing system inspires confidence – it selects the best lead, determining which one to call next. No need to go fishing for leads ever again.

            The agent decide whether the followup should occur on a particular day, at a specific time or after a set amount of time has passed.

              Scheduling a call back in Myphoner

              Scheduling a call back in Myphoner
              ¡La función de programación es increíble! No puedo decirte la cantidad de veces que olvidé devolver la llamada a los números simplemente usando una hoja de Excel.

              Michael Nguyen, Founder

              Click Metrics

              Taking winning leads to the next step

              Once converted, you can pass won leads on to your corporate CRM, or elsewhere.

              It’s just like bringing new leads in through integrations.

              Though we have features in place to function as a light-weight CRM system, it's likely that you want to pass won leads on to the rest of the organisation.

              Once again using Zapier, you can trigger the creation of a new customer, deal or opportunity in your CRM as soon as a lead is marked as "Winner" in the last step of your pipeline.

                Moving new winners from Myphoner to your CRM in a "Zap"

                Moving new winners from Myphoner to your CRM in a "Zap"
                Estábamos buscando una solución de software de llamadas que pudiera integrarse perfectamente con nuestro CRM. Usamos Myphoner para el proceso de precalificación. Todos los sospechosos y prospectos están en Myphoner y cada vez que el contacto se convierte en un cliente potencial o se pierde, lo enviamos automáticamente a nuestro CRM y ejecutamos campañas (de marketing) en estos contactos. Si está buscando un software que pueda integrarse y comunicarse con su CRM, este es el camino a seguir.

                Wouter Vonk, Marketing Manager


                Keeping Track with Activity Reports

                With our powerful sales reports, you can easily track activity and calls at all times. You can scope the report by several parameters, including agent, call result and timeframe. This makes it easy to, for example, investigate what happened with all the calls Tom made today that resulted in a lost lead.

                • Group calls by date, campaign, agent and result of call

                • Expand to view individual leads for any grouping

                • View average and summed call duration

                • Sort by any grouping and view subtotals

                • Download to Excel

                • Printer friendly

                Sales Reports in Myphoner

                Myphoner offers several different sales reports. Here's an example of a detailed report

                Myphoner offers several different sales reports. Here's an example of a detailed report

                Manage leads for multiple clients at once

                Group client data in secure data silos, manage agent access across clients and create a branded experience for your customers.

                • Create separate silos for each client, where other clients' data and settings do not interfere

                • Brand your Myphoner account with your colors and logo

                • Whitelabel your Myphoner account with your own domain and no mention of the Myphoner brand (add-on)

                • Invite clients to view real-time activity reports and more

                Branded Agency Login

                Branded Agency Login

                empezar en minutos. 14 días de prueba gratis en todos los planes.