Lead Management

Every sales lead, if tracked and nurtured, can turn into a sale. In order to make this a reality your business must have the right processes and tools in place. This is where the Bloomtools Lead Management tool springs into action.

Manage your leads

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

Turn visitors into leads seamlessly

With Bloomtools, there is one contact for everything. This means that, when a website visitor fills in a form in on your website, the person's details are automatically added to your contact database and a lead is created. This works without any technical knowhow and without any additional costs.

Reporting

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
Contact Us to Get Started

Assess your website for FREE!

Enter your website URL, and within seconds we'll let you know where your website's strengths and weaknesses lie.

 

CHECK OUT OUR LATEST BLOGS

Ignite your website with helpful tips and strategies
from Bloomtools’ team of expert marketers.

The 5 Digital Marketing Channels Most Canadian SMBs Should Focus On (and Why)

Posted by Bloomtools Canada on 17 June 2026
The 5 Digital Marketing Channels Most Canadian SMBs Should Focus On (and Why)
Most small and mid-sized businesses in Canada don’t have a marketing problem because they lack channels.They have a problem because they’re spr...
Posted in:Search Engine MarketingLead GenerationSearch Engine OptimizationPay Per ClickEmail MarkertingSocial Media   Comments

Your Website Is Not a Brochure: Building Digital Systems That Sell for You

Posted by Bloomtools Canada on 10 June 2026
Your Website Is Not a Brochure: Building Digital Systems That Sell for You
One of the most expensive misunderstandings in small and mid-sized business marketing is this idea that a website is something you “have,” not ...
Posted in:Lead GenerationBusiness Development   Comments

What a “Medium-Sized Agency Advantage” Actually Means (And Why It Matters)

Posted by Bloomtools Canada on 3 June 2026
What a “Medium-Sized Agency Advantage” Actually Means (And Why It Matters)
In marketing, there’s a strange assumption that bigger automatically means better.Bigger agencies mean more resources. More staff. More process. ...
Posted in:Behind the ScenesCustomer EngagementBusiness Development   Comments
< Previous | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | Next >
PrintTell a FriendBookmark Site