Lead Management

Agile Lead Management CRM software for businesses that want to cut lead leakage to zero

lead-management

What is Lead Management?

Lead management is the process in which business opportunities i.e. leads are managed through the sales process.

Helps businesses understand which tactics are bringing in the best leads

Lead management documents a person’s full history of interactions and experiences with your company

Track activities of your leads which helps in providing necessary information about leads

Capture, organize and manage leads with ease

Drive more sales with our easy to use lead management system

lead-illustration
Capture All Leads
Capture All Leads

Capture leads from multiple sources – website, email, Facebook, Google, lead providers, referrals – onto one platform without any lead leakage.

sales-funnel
Lead Tracking & Sales Funnel

Record and track every interaction your leads have with your team through the sales process in a singular and clean view

Lead Distribution
Automated Lead Distribution

Automatically assign and distribute leads to different team members based on configurable rules and other dynamic criteria.

role-based-access
Role-Based Access

All users need not be given full access to the system. Their access can be restricted to only the leads relevant to their role based on customizable permission templates. Lead access can also be given based on time duration.

Lead Scoring
Lead Scoring & Qualification

Auto score leads based on qualification criteria before passing them onto the sales team.

Team Collaboration
Team Collaboration

Stay on the same page (literally) – see in real-time when others view, comment, or edit

Capture your online leads

Capture leads from all your online channels – email, webforms, paid ads, social media, chat and more

Capture your online leads
Lead distribution

Lead distribution

Distribution of leads according to their needs, desires, and goals to the correct sales representative.

Lead nurturing

Make effective and meaningful connections with your potential customers

lead nurturing
We use Orgzit CRM for lead management & invoicing. I was amazed to see its flexibility and onboarding speed.
Kumar Verma Founder, Super Surfaces India Pvt. Ltd.
super surfaces
super surfaces

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