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Lead Management

Lead Management

Web-based ERP software allows to view complete sales activities, manges work records, sales lead and communication without hassle. Every small or medium enterprise depend on leads, the potential customers who are interested in your product but have not initiated to purchase it. CRM Software Solutions help in transforming leads into loyal customers require lots of efforts and strategies so that they remain in the contact and to make the sales lead organized you need a software that can handle all the aspects from capturing leads to keeping an eye on their activities to converting them into genuine customers.


  • It helps in managing multiple branches and keeps employee hierarchy.
  • Updated data module and Customers datasheet
  • Lead pool (add sales lead to the central pool)
  • Lead transfer (Branch wise and hierarchy wise)
  • Lead follow up
  • Lead status Management and MIS (from a cold call, business maturity)
  • Follow-ups of sales Enquiries and complete history is maintained.
  • Status of each inquiry (Executive wise etc on the different parameter)
  • Tracking of sales inquiries: customer wise and Sales Executive wise
  • Last contact with each customer
  • Maintainance of daily task and meetings
  • The facility of tasks scheduler and alerts
  • Pending task report
  • Send emails and documents through an inbuilt software solution
  • Daily work report of Sales report
  • Inquiries convert into orders and generating sales order along with order number.
  • Feed payment details
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