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.

Why Most Small Business Websites Don’t Generate Leads (And How to Fix Yours)

Posted by Bloomtools Canada on 5 May 2026
Why Most Small Business Websites Don’t Generate Leads (And How to Fix Yours)
Most small business owners have had this moment:You invest in a new website. It looks clean, modern, maybe even impressive. You send the link to a ...
Posted in:Lead GenerationOnline MarketingBusiness Development   Comments

10 Website Features Every Canadian Small Business Needs to Compete Online

Posted by Bloomtools Canada on 16 April 2026
10 Website Features Every Canadian Small Business Needs to Compete Online
Why Your Website Is the Foundation of Your Digital SuccessFor Canadian small businesses, your website is more than just an online presence—it’s...
Posted in:Lead GenerationWeb Development   Comments

From Website Visitor to Paying Customer: Building a High-Converting Digital Funnel

Posted by Bloomtools Canada on 18 March 2026
From Website Visitor to Paying Customer: Building a High-Converting Digital Funnel
Why Most Business Websites Fail to ConvertMany Canadian businesses invest in building a professional website—but stop short of turning that websi...
Posted in:Search Engine MarketingLead GenerationCustomer EngagementBusiness Development   Comments
PrintTell a FriendBookmark Site