Lead Management

Lead Management Module

Capture leads from your website, phone, WhatsApp and Instagram — all in one system. Follow up on every potential customer with a systematic sales process, no matter which channel they came from.

Features

• Automatic lead creation from pricing requests submitted on your website
• Manual lead entry for requests coming from other channels such as phone, WhatsApp and Instagram
• Lead status tracking (new, in contact, quote sent, won/lost)
• All communication with a lead — email, SMS, WhatsApp, notes — recorded in one profile
• Assignment to a responsible team member
• Source tracking: which channel, page or campaign the lead came from

Value

Every inbound request is an opportunity. Lead Management ensures no potential customer goes unfollowed regardless of channel, and the sales process stays transparent.