Track your Leads, Manage your Sales Pipeline
The Lead Manager is an integrated, additional module within
WorkflowMax allowing you to track your leads, sales pipeline and
proposals in one place.
The dashboard provides you with a real time overview of your
sales pipeline, see which leads are hot, and who in the sales team
is performing. A complete contact history is stored for each
lead, so you can quickly see when you last talked
and what was discussed.
Use Activities to create reminders on when to next make contact,
and integrate your dates through to your calendar so you never miss
a followup call again.
When a lead is won it is automatically converted into a job,
eliminating any double handling and completing your business
process from pre-sales, to closing a deal, managing the
job and finally integration through to your accounting
system.
- Management Dashboard - View a real time
overview of your current sales pipeline
- Integrated Quoting - Create and manage your
quotes directly against your leads
- Eliminate double-handling - Turn 'won' leads
into jobs with a single button click - completing the loop
between sales and production
- iCalendar Integration - View lead activities
in your preferred calendar application such as Google Calendar,
Outlook or Apple iCal
- Collaborate - Capture all notes, documents and
email correspondence against a lead
- Comprehensive Reporting - Quickly and easily
create management reports on your sales pipeline, won and lost
leads, and sales staff performance
