Lead Automation & Lead Management System

Emails to Leads

Forward your leads to CRM Inbox and the software creates leads, assigns to user and send Email/SMS to customer.

Website to Leads

Capture website contact forms as emails, forward your leads to CRM Inbox and the software creates leads automatically.

Web Portals to Leads

Forward your portal leads to CRM, it will automatically map the lead information with CRM lead screen.

Lead Auto Assignment

Assign leads to sales team automatically based on lead source. The sales user will get Email/SMS on lead assignment.

Timeline View

View lead history with status and updates along with timeline.The timeline shows lead ageing issues.

Web Portals to Leads

CRM supports location & product based sales territories. User security based on territory rules can be applied to CRM.

Attach Documents

Attach documents related to lead or customer. Store all relevant marketing material in centralized location.

Lead Prioritization

Prioritize leads based on sales stages. Focus on hot leads with better probability of closure.

Excel Import/Export

Import, Export CRM data in excel sheets. Configure Excel headers to suit your existing excel templates.

Lead Email, SMS & Voice Communication

Email Communication

Send Automatic Email alerts to Customers, Sales Team. Configurable automatic & manual Email Communications.

SMS Communication

Send Automatic SMS alerts to Customers, Sales Team. Configurable automatic & manual SMS Communications.

Voice Communication

Enable Cloud Telephony Integration to call customers directly from CRM. The software captures all call logs & recordings.

Lead Activities Planning, Tracking & Reporting

Sales, Calls & Visits Tracking

Plan Sales follow up calls, Visits. Update activity updates & generate automatic sales reports.

Activities & Reminders

Sales team will get email & SMS reminders for the planned activities 30 minutes before the due date time.

Daily, Weekly Activity Planner

Use activity planner with daily, weekly calendar for planning sales activities to your sales team.

Daily Sales Reports

Get your sales team daily visit reports in email. View the sales team GPS locations visits in map.

Sales Team Productivity Reports

Daily, Weekly calls/visit count. Reports on leads, opportunities, orders and sales team performance.

Lead Activities Tracking

View the lead history with sales team’s calls/visits against the lead along with timestamp.

Lead Automation & Lead Management System