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Lead Management System

99900-XXX-XX

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