Capture
Auto contact forms ingestion.
Distribute
Campaign source routing.
Monitor
Live updates & timelines.
Convert
Analyze & close deals fast.
Drive More Sales with our Lead Management System
A comprehensive module to handle the complete lead management process from capture to assignment to final closure. Assign, track, and capture leads automatically to accelerate your revenue pipeline.
Lead Management Workflow Journey
Our Lead Management System handles the entire workflow journey smoothly, ensuring no potential buyer drops out of the communication loop.
Capture Lead Automatically
Forward contact forms and landing pages to CRM inbox to create leads.
Distribute Leads to Telecalling Team
Distribute incoming leads instantly based on preconfigured filters.
Assign Qualified Leads to Sales Team
Route high-priority opportunities to field sales agents for site visits.
Send Personalized Email & SMS
Build immediate rapport with instant customized notifications.
Identify & Focus on Hot Leads
Prioritize prospects and segment winning leads automatically.
Customize Lead Screen to Suit Business
Fine-tune the data grid columns and views for your unique niche.
Monitor Lead Status & Activities
Track phone calls, notes, GPS coordinates, and historical aging feeds.
Lead Intelligence & Automated Flow
Email, SMS & Voice Communication
Email Alerts
Send Automatic Email alerts to Customers & Sales Team. Configurable automatic & manual communications.
SMS Alerts
Send Automatic SMS alerts to Customers & Sales Team. Configurable automatic & manual SMS templates.
Voice Calls
Enable Cloud Telephony Integration to call customers directly from CRM. Captures all call logs & recordings automatically.
Activities Planning, Tracking & Reports
Daily Operations & Scheduling
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 for your sales team.
Productivity & Reporting
Daily Sales Reports
Get your sales team daily visit reports in email. View the sales team GPS locations visits in map.
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
Real-time Pipeline
Marketing 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
Alerts on leads assigned to user but without activity for over 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, showing conversion ratio and pipeline leakage.
Comprehensive Feature Toolkit
Lead Capture
Capture Leads Automatically From Various Sources.
Lead Assignment
Assign, Track & Manage Sales Leads with Activities.
Opportunities
Manage Opportunities & Sales Pipeline with Stages.
Task Planner
Plan Activities to Team with Email/SMS reminders.
Mobile CRM App
Complete Mobile CRM that works even when Offline.
Integration
Integrates with other leading software systems.
Email, SMS Alerts
Send automatic & Manual Email/SMS communications.
Customization
Customize forms, fields, reports to suit your business.
Reports
Business Intelligence Reports & Customized Reports.
Convert Leads to Loyal Customers
With Techasoft's Lead Management services, you can manage a sheer number of leads. Use Techasoft's lead management system CRM to automate lead generation from multiple sources like websites, chats, social media, and trade shows. Get benefits of lead management systems at Bangalore's best Lead Management System Development Company, and increase in purchases because of nurtured leads.
With our lead management system software, you can capture leads from your landing pages and other content management systems with ease. Converting qualified leads into paying customers is the main agenda. We understand the significance of an effective lead management process which is crucial to achieving our goals.
Our Lead Management Process Flow
Starting With Technology
Marketing automation software is the most efficient and powerful system for implementing lead management. We evaluate day to day progress and scale our marketing to drive growth.
Working Closely With Sales
Marketing and sales are crucial skills that should run in alignment. We meet to identify key touchpoints during the customer journey and score active user engagements.
Lead Nurture & Remarket
Lead nurture campaigns help warm up leads. We make sure that our marketing automation technology allows our sales team to push inactive leads back to marketing for nurturing.
Progress Tracking
The right marketing techniques and technology allow you to track your buyers’ journey so you can modify engagements, modify your actions, and add value.
Lead Drive & Optimization
- Distribute leads to right reps
- Engage with leads on active channels
- Rank your leads based on buy probability
- Convert leads into active sales contracts
AI-Based Lead Forecasting
- Rich Contact Profile Enrichment
- Lead-to-deal win-ratio prediction
- Best time suggestions to contact prospects
