Lead Management System

We provide lead management system
to manage your campaign leads.

Lead management is a systematic process in which incoming leads are qualified, analyzed, and nurtured so that they can be converted into new business. We provide lead management system to manage your campaign and track each lead to grow business.

It contain following features :

Staff Management :

Create and Manage your staff details.
Provide login to your staff to manage there assigned leads.
Facility to view assigned proposal
Facility to view customer & project with whom staff is working.
Can see assigned task.
Add work done / timesheet against task.

Lead Management :

Add New Leads in system.
Bulk import leads from CSV of your campaigns to system
Auto assign / bulk assign leads to staff for follow ups.
Easily view and filter leads to find leads.
Export lead as per requirement.
Manage lead status to create different lead status as per your requirement.
Bulk change status of lead.
Add Source to lead like FB / Google / Campaign etc.
Add Tags to lead.
Set lead reminder to call back customer.
Mark lead as convert / lost / junk etc.
Create task in lead.
Upload document / attachments to lead.
Add Notes to lead.
View Complete Lead History from New lead creation to action taken with date / time.
Convert lead to customer when there is conversion.

Customer Management :

Add and Manage Customers
Assign multiple projects to single Customer.
Create Invoice for Customers.
Create Recurring Invoices for Customers.
Create Proposals for Customers.
Add Note / Customer Details / Attachment for Customers.
Customers can login and view all project details / invoice / proposals / documents / task status etc.

Project Management :

Can create project for customers.
Assign staff to project who will get notified for all project activity.
View project status
Manage task in project
Manage invoice for project.
Manage project expence.
Create task / milestone for project.

INVOICE CREATION :

Build professional and great looking invoices.
Attach files and send directly to your clients including the invoice PDF.
Invoice with different tax based on item.
Create recurring invoices who will be regenerated automatically.
Recurring invoice based on your setup for recurring invoice (every X months / days / years)
You can set recurring starting from 1 month to 12 months.

TRACK PAYMENTS :

Record and receive payments in different currencies.
Customers can pay you via multiple payment option.
Auto generated PDF after each recorded payment.
Payment history and balance tracking.
Take part payments against invoice.

RECORD EXPENSES :

Record project / company / staff expenses.
Set up a recurring expense and the expense will automatically be created after the specified period.
The period time could be days, weeks, months or years.
Ability to set expenses billable to customers or projects.

MANAGE CONTRACTS :

Use contracts feature to lock in current and feature sales.
Create PDF documents in a minute and and to your customers via buil-in sending contracts feature.
Ability to send customer reminders before contracts expiry.