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Lead Manager Module

We are very excited to bring you our new Lead Management application. The Lead Manager is an integrated, additional module within WorkflowMax allowing you to track your leads, sales pipeline and proposals in one place. Some of the features include:

  • 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
  • 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
Watch a quick video of the Lead Manager in action: