Bulk upload all your leads in a few seconds. Setup the leads data in a CSV file & upload.
Set-up custom lead pipeline as per your business model. Keep a track on lead distribution across your lead pipeline.
Import and allocate leads among the users automatically. You have an option to manually allocate leads as well.
Maintain lead source to measure quality of leads from various channels
Filter out your leads by status, user & export the leads back to excel.
Set-up reminder so that you can promptly follow-up with your lead.
Send custom emails to your leads directly from the app.
Save notes for you reference for each & every lead. Take a look at all the history notes for each lead at one place.
Get birds eye view of your sales team performance, view summary by agent, by stage/status.