Leads Management

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.

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.

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.

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.