Lead management and tracking software

This powerful module allows you to keep track of different types of enquiries, leads or opportunities quickly and easily in multiple lead workflows.

You can also create prepopulated lead cards using our intuitive pre-builds, containing questions and tasks specific to that type of lead, as well as create quotations and keep your lead pipeline up to date automatically.

Keep track of all your leads

Use this module to assign a specific percentage probability to each status that 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, which means you have time to do more important things.

Utilise pre-builds

Our pre-builds allow you to complete certain fields of information before you create a lead, which saves you valuable time down the line—time that you could be spending on more important things, like strengthening your bond with existing customers.

Connect your quotations

Once you create a lead, you can create a quotation either from scratch or using a quotation pre-build, at the click of a button. We use that phrase a lot, but it’s really that simple! This pre-build is linked to the lead, the status of which is then automatically updated as the quote progresses.

Customise your view of Leads

With Leads Management, you will never miss an opportunity when it arises—this module helps you keep track of inbound enquiries and manage outbound call campaigns with ease. Assign tasks, create as many active Lead Pipelines as you need, and customise each one with its own statuses to help you organise your workload.

Leads Management