Lead Management Contact Management Sales Automation Document Management Campaign Management Task Management Reporting Activity Management

Lead Management

Capture, gather and organize leads from multiple sources to enhance lead conversion. Identify and follow-up on Cross-Selling and Upselling opportunities for better customer success strategies.

  • Vet Leads
  • Qualification and Scoring
  • Reassign Dead Leads
  • Drip Email & SMS Campaigns
  • Track Appointments
  • Set Pipeline Stages
  • Nurture Lead through Sales Funnel stages
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