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LEAD MANAGEMENT SYSTEM

Manage Your Leads Effectively

Drive more sales with our effective 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

Lead Management System

Lead Automation & Lead Management System

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Emails to Leads

Forward your leads to CRM Inbox and the software creates leads, assigns to user and send Email/SMS to customer.

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Website to Leads

Capture website contact forms as emails, forward your leads to CRM Inbox and the software creates leads automatically.

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Web Portals to Leads

Forward your portal leads to CRM, it will automatically map the lead information with CRM lead screen.

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Lead Auto Assignment

Assign leads to sales team automatically based on lead source. The sales user will get Email/SMS on lead assignment.

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Timeline View

View lead history with status and updates along with timeline.The timeline shows lead ageing issues.

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Territory Management

CRM supports location & product based sales territories. User security based on territory rules can be applied to CRM.

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Attach Documents

Attach documents related to lead or customer. Store all relevant marketing material in centralized location.

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Lead Prioritization

Prioritize leads based on sales stages. Focus on hot leads with better probability of closure.

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Excel Import/Export

Import, Export CRM data in excel sheets. Configure Excel headers to suit your existing excel templates.

Lead Email, SMS & Voice Communication

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Email Communication

Send Automatic Email alerts to Customers, Sales Team. Configurable automatic & manual Email Communications.

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SMS Communication

Send Automatic SMS alerts to Customers, Sales Team. Configurable automatic & manual SMS Communications.

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Voice Communication

Enable Cloud Telephony Integration to call customers directly from CRM. The software captures all call logs & recordings.

Lead Activities Planning, Tracking & Reporting

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Sales, Calls & Visits Tracking

Plan Sales follow up calls, Visits. Update activity updates & generate automatic sales reports.

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Activities & Reminders

Sales team will get email & SMS reminders for the planned activities 30 minutes before the due date time.

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Daily, Weekly Activity Planner

Use activity planner with daily, weekly calendar for planning sales activities to your sales team.

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Daily Sales Reports

Get your sales team daily visit reports in email. View the sales team GPS locations visits in map.

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Sales Team Productivity Reports

Daily, Weekly calls/visit count. Reports on leads, opportunities, orders and sales team performance.

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Lead Activities Tracking

View the lead history with sales team's calls/visits against the lead along with timestamp.

Lead Dashboards, Reports & Analytics

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Marketing Channel Performance

Source wise lead count along with status. Filter data based on dates, source, status, etc.

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User Wise Lead Status

User wise lead count along with status. Filter data based on dates, source, status, etc.

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Lead Ageing Reports

Leads that are not updated for the last 3 days & beyond are shown with ageing details.

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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.

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Lead Activities Reports

Sales team's calls, visits against a particular lead along with status, date & time.

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Sales Funnel Reports

Sales Funnel report based on lead status. The sales funnel shows the details of sales conversion ratio.

Lead Dashboards, Reports & Analytics

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Lead Capture

Capture Leads Automatically From Various Sources

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Lead Assignment

Assign, Track & Manage Sales Leads with Activities

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Opportunities

Manage Opportunities & Sales Pipeline with Stages

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Task Planner

Plan Activities to Team with Email/SMS reminders

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Mobile CRM App

Complete Mobile CRM that works even when Offline.

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Integration

Integrates with other leading software systems.

Email, SMS Alerts

Send automatic & Manual Email/SMS communications

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Customization

Customize forms, fields, reports to suit your business.

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Reports

Business Intelligence Reports & Customized Reports.