Capture leads from different channels for the leads to help move through different stages as they progress towards being a client.
- Captures leads from websites.
- Leads from campaigning via email.
- Leads from advertisements on facebook and google ads.
- From free trails , offline marketing campaigns , trade shows automated lead capture is derived.
- Automated lead capture from webinars , newsletters , subscriptions.
Communication with the leads is the key to conversion so plan your work actively in order to Keep track of every call, email, and customer meeting.
- Manage lead documents, quotations, invoices and notes together.
- Invoice planning management.
- Managing user-access.
Different rates of access for staff, managers and administrators, pass leads and maintain track of all the activities of the members in the team.
- Rate your employees and prioritize team management actions.
- Analyzation of team communication records.
- Leads can approve and reject team quotations and activities.
QUOTATIONS AND INVOICES:
Keep track of all financial transactions such as quotations and invoices, and follow the position of hierarchy for approvals, as well as submit email updates from the app to clients.
- Save as draft quotations.
- Present manager quotations for approval.
- Reject quotations for inaccurate submissions.
- Converts a completed quotation to invoice and activates email as attachment with invoice.
- Modifies a rejected quotation and authorizes the quotation submitted.
Get detailed performance updates on team performance, lead transfers, task updates, quotation , invoice reports and more so stay posted at any time and make educated decisions.
- Comprehensive and detailed briefing of reports.
- Structured reports on product lead interests.
- Detailed reports allow easy Integration..
Re-engage leads to being able to capture any opportunity with appropriate offers / discounts so that you get a comprehensive audit trail on every lead and never miss a step.
- Following up of existing leads.
- Identify a lead as not involved / discover offers / dislikes etc.
- Discard the uninvolved and uninterested leads.
- Re-engage a drop lead with acceptable discounts / offers.
- Identify return leads to conversion as hot and follow up .
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