I need a tool to help work leads

[Don Chambers]

I need a tool to help me work leads.  I have been working with Podio but it is lacking or I can't figure it out.  In Podio, I have tried creating my own app or using existing ones.  I have my data imported and google voice integrated.  It seems perfect, except it's difficult to work the leads.  I am still working it through Excel but that is not ideal.

1. Many leads are just phone numbers - hang ups from a direct mail campaign.  Podio handles this, but other tools required a name or an address.  I need to call them before I have this info.
2. I need a way to ensure the leads gets worked and have a followup date. In Excel, I just use a follow-up date sorted with oldest first. After I call, I change the follow-up date and resort. Then I just work through calling the top one.   
3. I need to be able to divide the leads between people that work for me.  In podio, I can share the workspace but everyone sees everything.  I just want people to see the things assigned to them, so we don't have multiple people calling the same lead accidentally.  With Excel, I just send people different excel files with just there leads.

Working with Excel is tedious.  A lot of scrolling.  My needs seem simple and there should be a tool for this.  I don't mind paying if I need to.  My volume is low enough that I just need a tool for the leads.  Maybe 60-80 a month with only a small portion getting past the first phone call.

[Patrick Jackson]

I can certainly help with this.  I can show you many Podio designs that I have tailored to meet the direct needs for lead management and project management.