Multi-Channel Outreach Tracking
Platform Outreach
Activity on freelance/job platforms
- • Upwork messages
- • Freelancer.com bids
- • LinkedIn outreach
- • Job board applications
Email Outreach
Email communications
- • Cold emails
- • Warm introductions
- • Follow-up emails
- • Proposal emails
Phone Calls
Voice communications
- • Cold calls
- • Discovery calls
- • Follow-up calls
- • Closing calls
Social Media
Social platform engagement
- • LinkedIn messages
- • Twitter DMs
- • Facebook messages
- • Social commenting
Messenger Apps
Messaging platform activity
- • WhatsApp messages
- • Telegram chats
- • Slack DMs
- • Other messengers
All Combined
Complete activity view
Track all touchpoints across every channel for complete prospect visibility
What to Track Per Outreach
Log detailed information for every touchpoint
Outreach Type
Platform, Email, Call, Social, or Messenger
Contact
Link to CRM contact record
Date & Time
When the outreach occurred
Notes
What was discussed, next steps, outcome
Outcome
Positive response, no response, meeting booked, deal closed
Outreach Effectiveness Metrics
Measure what's working and optimize your process
Total Outreach
Track volume across all channels
Response Rate
How many prospects respond
Cost Per Lead
Time investment per contact
Conversion Rate
Outreach to customer ratio
Calculate Customer Acquisition Cost (CAC)
Understand exactly how much it costs to acquire a customer
CAC Formula
CAC = Total Outreach Time / Customers Acquired
Example:
• 100 hours spent on outreach
• 5 customers acquired
→ CAC = 20 hours per customer
Track Time Investment
Log time spent on each outreach activity
Link to Deals
Connect outreach to closed deals
Integration with Deal Pipeline
See complete journey from first touchpoint to closed customer
Complete Sales Journey
Initial Outreach
First contact via email, LinkedIn, or platform
Follow-Up Activities
Phone calls, additional emails, social engagement
Deal Created
Opportunity enters sales pipeline
Customer Won
Complete outreach history preserved
Team Performance Tracking
Activity Leaderboard
See who's doing the most outreach
Conversion Leaders
Who has the best close rate
Channel Effectiveness
Which channels work best for your team
Time to Close
Average outreach activities per deal
Perfect For
Sales Teams
Track every prospect interaction, optimize what works
Business Development
Measure outreach effectiveness across channels
Agencies
Track client acquisition efforts and ROI
Freelancers
Log platform bids and proposal activities
Consultants
Document all prospect touchpoints
Startups
Understand customer acquisition costs early
Optimize Your Sales Outreach
Track touchpoints, measure effectiveness, calculate CAC—all integrated with your CRM and deals pipeline
Free 14-day trial →