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670 Lafayette Ave, Brooklyn,
NY 11216

+1 800 966 4564
+1 800 9667 4558

Drive more sales with our effective lead management system

We Believe in Building Industry-First Solutions That Best-Fit Your Process.

See all your work in one place so you can prioritize what matters most.

Converting a lead into a potential buyer depends on efficient communication and nurturing. From lead generation, to scoring, to conversion, CRM's lead management software ensures proper follow-up to move your leads through the sales pipeline.

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Helping to Grow the Next Generation of Companies

Organize Leads & Prioritize Opportunities

Lead management is a systematic process in which incoming leads are qualified, analyzed, and nurtured so that they can be converted into new business opportunities. In a typical sales process, leads from multiple channels enter your lead management system, and the sales-ready leads are converted into deals. You need to have a lead management platform in place if you want to make the most of prospects who are interested in your product or service.

 

Increase Efficiency by 97%
Automated audits have yielded huge rewards for customers, freeing up entire teams and saving months of work.
Time Tracking
Using time tracking software, simply monitor actions or new tasks that take up your working hours, and how long it takes you to complete them.
Deadline Management
Once we know what's the completion date of a project or a specific task, we can establish the right resources needed to complete a task on time.
Automated lead assignment
Helps track lead’s journey seamlessly
Makes it easier to prioritize leads
Helps you get meaningful insights on leads
Increases conversion rates
Helps close deals faster

Better lead engagement through scoring rules

Dealing with a large number of leads every day makes it difficult to determine which ones to focus on. Scoring rules in  CRM’s lead management tool lets you prioritize your sales leads with positive and negative scoring to ensure faster conversions. If leads from a particular industry are where you want to direct your attention, or if trade shows are a promising avenue for your business, assign a higher score to those leads.

Assign leads automatically to the team.

Convert leads into deals and contacts.

Get notified when a lead needs attention.

Import your leads in bulk from spreadsheets.

Analyze and track key information on leads.

Nurture more leads through omnichannel communication

Don’t just engage through email, make full use of CRM’s omnichannel communication mediums to connect with your leads. Nurture leads through social media, telephone, live chat, and even in person. If webinars are your thing, you can integrate CRM with a host of popular online webinar hosting products and conduct lead nurturing webinars online and sync all your webinar related information to your CRM.

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What We Do

Features for accurate tracking and process optimization

Keep a Tight Grip Over Your Sales Operations
Track everything – conversations, activities, salespeople, and closures real-time. Get a complete overview of your sales pipeline on your custom dashboard.
Help Your Teams Get More Done in Less Time
Create custom dashboards where sales reps can view all pending activities & tasks (Ranked by priority). Intelligent reminders help ensure that your reps never miss follow-ups, ever.
Sketch End-to-End Customer Journeys – With Zero Code
Design end-to-end customer journeys on a simple visual designer. Model journeys based on your goals — Customer acquisition, dormant lead re-activation, upsell/cross-sell etc.
Automate Your Team’s Manual Tasks
Instantly capture, score, and route leads to the right reps with lead management automation. Ease your sales reps’ workload by creating workflows to send emails, set tasks, update lead data & more.
Improve Your Process with Smart Reports
Generate custom reports to measure every piece of your process — From campaign spends, and performance reports to sales closure rates. Identify pain points, and drop-off areas & plug the leaks.
Personalize Your Messaging, At Scale
Create dynamic segments based on product vertical, buying stage, or lead activity. Hyper-personalize your nurturing campaigns for each segment & watch your conversions go.

Convert Leads Into Loyal Customers.

Track your leads from click to conversion. Capture leads from various sources, track their touchpoints, identify which ones to prioritize and engage with prospective clients better.

Frequently Asked Questions

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What are the benefits of efficient lead management?

Every lead is a prospective customer for a business, and managing these leads well is crucial for scaling your revenue and profitability.

Efficient lead management helps you get the maximum value out of every incoming lead and boosts the speed of your sales cycle. It ensures that you do not miss out on any potential sales, which is especially necessary for growing businesses. 

What are the features of lead management software?
  • Lead Capturing, so that you get every important information on a prospective client.
  • Lead Scoring to identify the hot leads and direct more resources towards them.
  • Lead Segmentation, through which you can group leads based on campaign source, requirement, location, etc.
  • Auto-routing of Leads, so that the right leads are assigned to the right salesperson
  • Features like email nurturing, automated communication etc., so you can set up timely and relevant communications with your leads
Why do small businesses need robust lead management software?

Lead management is the primary step towards acquiring sales. It is a complex process due to the large number of leads involved, and the numerous aspects that need to be tracked for every incoming need. Human errors are bound to occur if this entire process has to be manually performed, and these errors can reduce its effectiveness. Small businesses hence need robust software in place.

What is the difference between a lead and a deal?

Any client who expresses interest in your products or services is a lead. Such clients have not had any communication with your business previously. They are pre-qualified, so there is no guarantee that their requirements match your offerings.

Deals on the other hand are qualified contacts who have very high chances of buying from your business. They usually need immediate attention and can add monetary value to your business. Not only this but ongoing transactions you are pursuing with a person or organization can also be tracked as a deal.

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