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
Forward your leads to CRM Inbox and the software creates leads, assigns to user and send Email/SMS to customer.
Capture website contact forms as emails, forward your leads to CRM Inbox and the software creates leads automatically.
Forward your portal leads to CRM, it will automatically map the lead information with CRM lead screen
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.
Import, Export CRM data in excel sheets. Configure Excel headers to suit your existing excel templates.
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.
Plan Sales follow up calls, Visits. Update activity updates & generate automatic sales reports.
Sales team will get email & SMS reminders for the planned activities 30 minutes before the due date time.
Use activity planner with daily, weekly calendar for planning sales activities to your sales team.
Get your sales team daily visit reports in email. View the sales team GPS locations visits in map.
Daily, Weekly calls/visit count. Reports on leads, opportunities, orders and sales team performance.
View the lead history with sales team's calls/visits against the lead along with timestamp.
Source wise lead count along with status. Filter data based on dates, source, status, etc.
User wise lead count along with status. Filter data based on dates, source, status, etc.
Leads that are not updated for the last 3 days & beyond are shown with ageing details.
Leads are assigned to user, but the user has not called or created any activity on the lead for the last 3 days.
Sales team's calls, visits against a particular lead along with status, date & time.
Sales Funnel report based on lead status. The sales funnel shows the details of sales conversion ratio.