LEAD MANAGEMENT

Analyze and improve your sales activities

Have an overview of the entire process, from lead generation to final sale, all with the help of the Lead Management module.

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Sales Process Management

Utilize a Kanban board to track your sales pipeline across all stages. Always have a visual representation of where each client stands in the sales process and which activities have been conducted by your sales team members.

KPIs & sales results

To analyze and improve your sales process, utilize various reports such as average deal value, sales cycle length, conversion rate of leads, and many other reports. Live-track the performance of your sales team using analytical widgets on your dashboard.

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Features

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Leads

Enter and track leads from initial entry to conversion into sales opportunities. Easily create quick actions such as scheduled calls or meetings, add files and notes, and communicate with your team through comments.

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Opportunity management

Efficiently manage created sales opportunities by tracking sales details, adding files, and monitoring the stages of the opportunity. Create quotes and contracts directly, schedule calls and meetings, and communicate through comments.

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Analytics and KPI's

Analyze your potential clients and sales opportunities and track key performance indicators to gain valuable insights into areas for improving your sales process.

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Sales activities

Review all recorded activities of your sales representatives across sales stages and communication channels to gain a comprehensive view of your company's sales activities.

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Sales teams

Easily create sales teams, assign members, and define sales goals in a simple way. You can also set and track daily activities of the sales department.