Lead Management
What is Lead Management?
Lead Management is the process of gathering and managing leads (both potential and existing customers) until the point where they make a purchase and after.
Why is lead management important?
The lead management process involves tracking, prioritizing, and managing all your leads. By employing an effective process, you receive measurable and actionable results on your leads, increase sales and productivity, and give yourself a competitive advantage.
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- Create and prioritize campaigns. Add leads. Assign users.
- Create customizable customer details forms and message templates. Add attachments.
- Get complete lead history. Make calls through auto dialer.
- Send instant WhatsApp, email and SMS without saving customer details manually.
- Set follow-ups and never miss a single lead.
- Prioritize leads and assign tasks to other members.
- Get sales pipeline overview and call reports.
- Track and manage team performance.
- Get both direct and custom integrations. Capture all the leads in one place.
- Access the Marketplace for value-added services.
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