Totally get this. I was drowning in spreadsheets myself. At first, it feels like you're in control, but as your leads grow, it becomes a mess of tabs, filters, and missed follow-ups. Here's how I switched things up and went fully digital for lead handling:
1. Started with a Simple CRM
I picked a basic CRM tool that let me import all my spreadsheet leads in one go. It helped me track conversations, reminders, and responses all in one dashboard.
2. Set Up Automatic Lead Capture
I connected my website forms and social pages to the CRM so every inquiry came in automatically. No more copy-pasting from email or Excel!
3. Used Lead Scoring
Instead of guessing which leads are hot, I added rules like opening emails or visiting product pages to auto-prioritise high-value leads.
4. Created Follow-up Workflows
I built custom reminders and automated email templates. So even if I forgot, the system followed up for me on time. Game-changer!
5. Tracked Everything on Mobile
Having a CRM app on my phone meant I could check leads or reply instantly, even while travelling or during factory visits.
Since then, I've saved hours every week, and nothing slips through the cracks.
Best part?
On platforms like Pepagora, most suppliers are already verified and digital-ready, so you're dealing with quality leads and less paperwork. If you're a trusted supplier, Pepagora even helps you scale with global visibility.
It’s built for SMEs like us.
