Lead Management

Track your leads, proposals and sales pipeline from one place.
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See a visual snapshot of your lead activities

From the Sales Pipeline Management Dashboard you can compare the percentage of leads for every month and see how your sales team is performing.
Online Lead Management Software
  1. Current leads by category

    Get an overview of the status of leads.

  2. Leads by staff

    Find out who is bringing in more business, so you can reward them with chocolate.

  3. Leads won for month

    See results that really matter.

  4. Leads by month

    Track your business from month to month.

Nick Stilwell
We were losing things, forgetting to follow-up, losing phone numbers … Whereas now we get back to a lead within a week. We can set reminders if we have 3 days to send out a proposal. Lead Manager is just brilliant in all respects.
Nick Stilwell, Senior & Founding Partner, Stillwell / Surrey-based engineering firm

Track how your sales staff are performing

Pipeline management software
  1. Lead activity

    Follow up on your lead history and see what your sales team have been up to.

  2. Capturing the conversation

    Find out what your leads are talking about, and who they’re talking to.

The power of WorkflowMax lead management software is in the integration:

Streamlined Process

Enter data once at the lead stage, and carry that same data throughout your sales loop - from quoting and job management right through to invoicing.

Win the Paper War

Automatically store emails, documents and other data against a lead. You have everything you need at your fingertips, and all this data will be carried through.

Access Anywhere, Anytime

You can access your sales data at any time, from any device, anywhere in the world, and enjoy all the functionality from a bistro in Paris or a monastery in Tibet.

Turn your leads into jobs with a few simple clicks

Leads

Leads

Enter all the details into the lead management software.
Job

Job

Instantly transform leads into jobs, and close your sales loop.
Invoice

Invoice

When the job is finished, generate an invoice and get paid quickly.

How does lead management software fit into your workflow?

No credit card required.