Notes & activity tracking on company profiles (for teams without a CRM)

Rayco Schäfer Tejera
Problem
Sales teams without a connected CRM want to work leads directly in Leadfeeder instead of switching between tools. Today there’s no way to see in one place what has already happened with a lead.
Current workaround
Assign companies to reps (ownership) and use tags as status labels (e.g. “Not contacted”, “Called”, “Email sent”), applied automatically to new leads through a custom feed automation. This covers the basics, but not the full picture.
What’s missing
• Team-visible notes on company profiles (e.g. “Called 28 Oct, follow up next week”)
• An activity history per company (called, emailed, part of a campaign)
• Simple reporting per sales rep (contacted / pending / follow-up needed)