CRM & Leads
Every enquiry in one pipeline, with the next follow-up always in view.
Capture leads from your sources, hand them out, follow them up and turn the winners into customers and projects.
On screen
What's included
- CRM Dashboard
- Team Performance
- My performance
- Leads
- 3D Design
- Follow-ups
- Credit Check
What it does for you
Leads arrive on their own from IndiaMART, Justdial, HelloLeads, Facebook lead forms and Contact Form 7 website forms. You can also add them by hand or load an Excel or CSV file.
Leads from your sources are handed out in rotation across the staff who work leads. When you import a file you choose who gets them: nobody yet, one person, or a rotation across the staff you pick. A duplicate finder lists leads that share a phone number or an email and can merge them.
Each lead has dated follow-ups and a stage on a Kanban board. A lead score shows which ones are worth the next call.
When a lead says yes, convert it into a customer and a project in one step.
Run a CIBIL, CRIF, Equifax or Experian credit check from the lead. If your company has SolarERP 3D, open the roof design from the same lead.
Who uses it
- Sales executives and telecallers who work the lead list every day.
- Sales managers who watch the pipeline and each person's numbers.
- Owners who want to know which lead source brings in real work.
Works with
Built on CRM & Leads: