Lead Management System

99900-XXX-XX

Just give a thought, how a 10 digit mobile number could be important for an organization.

With a core vision to give you a simplified solution for it. We have developed.

Lead Management System

Features

  • Fully responsive interface

  • User friendly application flow

  • All Device Compatible

  • Installation & Crash free

  • Global Accessibility

  • Auto Backup Facility

  • Secured Server

  • Encryption Data

  • Automated SMS & Emails

  • API Integration

  • WhatsApp Integration

  • Graphical Analysis

  • Users Activity Track

  • User Logs

  • Excel Reports

  • Lead Import and Export

Working Modules

Manage Leads

  • Add via web form
  • Import via Excel
  • Auto Sync from Facebook & Google Adword

Verify & Assign

  • Verify leads via calls
  • Assign to team
  • Hot, Moderate and Low prospect marking

Repetitive Follow up

  • Customer discussion
  • Mode of communicationl
  • Next follow up date

Lead Forward

  • Lead forward to other employee
  • With or without old remark

Closing of Leads

  • Lead closure reports
  • Positive and Negative
  • Sales Amount Marking
  • Last discussion with customer

Lead in Trash

  • Store useless leads in Trash
  • Can be open for call anytime

Employee

  • Add New Employee
  • Direct Login from Admin
  • Login Enable/Disable

Task List

  • Today’s and tomorrow follow up on dashboard
  • Detailed report display

Daily Sales Reports

  • Upload daily sales report in Excel format
  • Edit/Update current date DSR

Proposal

  • Add Proposal
  • Sent on Email/WhatsApp from within software
  • Unique Proposal Number
  • Manage Multi layer Proposal

Lead Master

  • Final Tag
  • Lead Source
  • Call Type
  • Quick Tag

Employee Master

  • Designation
  • Department
  • Branch
  • Organization

Cloud CRM

Lead Management System

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