Lead Management

Maintain all the information relating to a lead in the one spot where everyone has access to view information about it such as the stage it is up to, the notes and tasks being performed for the lead or even just the lead's contact details.

• Lead Allocation - Allocate leads to team members automatically or manually
• Tasks - Create tasks against each lead and assign to members of your team
• Notes - Store notes against leads
• Calendar - Create appointments that are stored with the lead and synced with your Google Apps Account
• Lead Stages - Customise the lead process to work for your business

Understanding where you can improve your sales process is the cornerstone to growing your business and the reporting makes this easy. It allows you to view information like:

• Why you won or lost a sale
• How your current sales pipeline looks
• Which marketing is driving the most value for your spend