6 Reasons Why You Need A Lead Management System

LMS
  • Capture leads from multiple sources such as website, Facebook, Google, or any other source, as well as import leads from CSV files.
  • Validate & authorise every lead and discard junk leads. Also, build custom filters to receive only relevant leads.
  • Distribute your leads securely to dedicated resources in real-time.
  • Engage, nurture & re-engage your leads based on their current status and track their progress in real time.
  • Monetise your leads by driving them through the sales funnel and squeezing more profit out of every lead.
  • Evaluate the success & productivity of your campaigns by tracking the status and conversion of your leads in real-time

Features and Advantages

Admin

  • Dedicated Dashboard
  • Customise system features as per your business/process needs
  • Create personalised leads form, labels, fields etc. as per your business/process
  • Create, customise and manage product variants, categories, etc.
  • Manage & view – Users, Leads Allocation, Status & History
  • Manage users’ access to various features, data and information
  • Define user roles as per organisation/process hierarchy
  • Manage lead access & type of leads
  • Assign leads to users based on lead status, quality and stage
  • Search specific lead through unique ID, name, phone number
  • Add new opportunity for existing lead
  • View leads of other users through search (contact information hidden)
  • View complete contact history for searched lead(s)
  • Monitor call data, lead status of every user
  • Monitor performance of every users through unique dashboard display that refreshes every day
  • Manage various users at different users at different locations from one location
  • Assign/transfer leads to users as per category/specialisation/status, etc.
  • Download reports anytime in different formats
  • Get reports based on desired parameters

User/Counsellor/Caller/Agent

  • Dedicated Dashboard
  • View/access various features as per access granted by admin
  • View daily tasks/priorities based on status of leads
  • Filter leads based on category, product and variant
  • Click & view allotted task (leads)
  • Update status and remark or leads based on the conversation (if connected)
  • Search specific lead through unique ID, name, phone number, email
  • Add new opportunity for existing lead
  • View leads of other users through search (contact information hidden)
  • Add new leads into the system manually if not present in the database
  • View summary based on status of leads
  • View complete contact history for searched lead
  • View personal profile and make desired changes and modifications