Lead Management System
Assign, Track, Capture Lead Automatically.
Lead Management System is a comprehensive module to handle complete lead management process. The module covers all major feature from lead capture to assignment to closure
- Capture Lead Automatically.
- Distribute Leads to Telecalling Team.
- Assign Qualified Leads to Sales Team for Visit.
- Send Personalized Email & SMS to Clients.
- Identify & Focus on Hot/Winning Leads.
- Customize Lead Screen to Suit Your Business.
- Monitor Lead Status with Timeline & User Activities.
Lead Automation & Lead Management System
Emails to Leads
Forward your leads to CRM Inbox and the software creates leads, assigns to user and send Email/SMS to customer.
Website to Leads
Capture website contact forms as emails, forward your leads to CRM Inbox and the software creates leads automatically.
Web Portals to Leads
Forward your portal leads to CRM, it will automatically map the lead information with CRM lead screen.
Lead Auto Assignment
Assign leads to sales team automatically based on lead source. The sales user will get Email/SMS on lead assignment.
View lead history with status and updates along with timeline.The timeline shows lead ageing issues.
CRM supports location & product based sales territories. User security based on territory rules can be applied to CRM.
Attach documents related to lead or customer. Store all relevant marketing material in centralized location.
Prioritize leads based on sales stages. Focus on hot leads with better probability of closure.
Import, Export CRM data in excel sheets. Configure Excel headers to suit your existing excel templates.
Lead Email, SMS & Voice Communication
Send Automatic Email alerts to Customers, Sales Team. Configurable automatic & manual Email Communications.
Send Automatic SMS alerts to Customers, Sales Team. Configurable automatic & manual SMS Communications.
Enable Cloud Telephony Integration to call customers directly from CRM. The software captures all call logs & recordings.
Lead Activities Planning, Tracking & Reporting
Sales, Calls & Visits Tracking
Plan Sales follow up calls, Visits. Update activity updates & generate automatic sales reports.
Activities & Reminders
Sales team will get email & SMS reminders for the planned activities 30 minutes before the due date time.
Daily, Weekly Activity Planner
Use activity planner with daily, weekly calendar for planning sales activities to your sales team.
Daily Sales Reports
Get your sales team daily visit reports in email. View the sales team GPS locations visits in map.
Sales Team Productivity Reports
Daily, Weekly calls/visit count. Reports on leads, opportunities, orders and sales team performance.
Lead Activities Tracking
View the lead history with sales team's calls/visits against the lead along with timestamp.
Lead Dashboards, Reports & Analytics
Marketing Channel Performance
Source wise lead count along with status. Filter data based on dates, source, status, etc.
User Wise Lead Status
User wise lead count along with status. Filter data based on dates, source, status, etc.
Lead Ageing Reports
Leads that are not updated for the last 3 days & beyond are shown with ageing details.
Lead Escalation Reports
Leads are assigned to user, but the user has not called or created any activity on the lead for the last 3 days.
Lead Activities Reports
Sales team's calls, visits against a particular lead along with status, date & time.
Sales Funnel Reports
Sales Funnel report based on lead status. The sales funnel shows the details of sales conversion ratio.
CRM Salient Features
Capture Leads Automatically From Various Sources
Assign, Track & Manage Sales Leads with Activities
Manage Opportunities & Sales Pipeline with Stages
Plan Activities to Team with Email/SMS reminders
Mobile CRM App
Complete Mobile CRM that works even when Offline.
Integrates with other leading software systems.
Email, SMS Alerts
Send automatic & Manual Email/SMS communications
Customize forms, fields, reports to suit your business.
Business Intelligence Reports & Customized Reports.