Leads Management Software
Keep track of different types of enquiries, leads or opportunities quickly and easily in multiple lead workflows.
Create prepopulated lead cards using our intuitive pre-builds, containing questions and tasks specific to that type of lead.
Create quotations with the click of a button, and keep your lead pipeline up to date automatically as your quotes progress.
Included
Key benefits
Below is a snapshot of some of the most popular key benefits from using the Leads Management Module.
Multiple pipelines
Do your leads sometimes follow a different process?
You can create different pipelines, each with its own statuses specific to the process those sales leads follow. Each can be reported on and viewed independently, and leads can be reassigned to a different pipeline.
Default probabilities
Do you use a weighting system to forecast your sales?
Assign a specific percentage probability to each status you set out against any of your lead pipelines. The system will then calculate a weighted forecast on each lead, status and pipeline to give you clearer insight.
Pre-builds
Would you prefer not to fill out the same information time and time again?
Pre-Builds allow you to complete certain fields of information before you create the lead, saving valuable time. You can create specific questions & instructions which can act as a playbook for your sales staff.
Connected quotations
Wouldn’t it be great if you could just create a quote from a lead?
Once you create a lead, you can click a button to create a quotation either from scratch or using a quotation pre-build. This is linked to the lead, and the lead status can be auto-updated as the quote progresses.
