Sales CRM Software For Customer Lead Tracking:
This module is designed to manage client’s information. This will include their contact details and important personal information like birth date or anniversary date.
The software is dynamic to include as many categories or subcategories of leads for clients as much they want. Through settings one can create its team member’s login so that lead could be assigned to them.
This section provide alert alarm for meeting schedule.
There will be various printable reports to see category wise leads on a daily/monthly basis, team members specific turned up leads, status of various leads and total number of leads followed for a duration.
MANAGE LEAD HISTORY
This is one of the main features of this software where all history (customer follow-ups and meetings) of leads will be maintained. While assigning leads there is a feature to get its history visible to group of team members to help manage the leads well even in absence of lead owner.