You’ll never miss winning a customer again with this online lead management software. Track every step of your leads, proposals and sales pipeline from one place.
From lead to job to invoice, to dollars in the bank. Never miss an opportunity again. Easily track and convert leads into quotes, quotes into jobs and jobs into invoices with a few simple clicks. Then reconcile with your accounting software and review your profits!
Create customised lead categories to forecast lead conversion likelihood and projected dollar value. A superbly useful tool for managing cash flow and capacity planning.
Keep on top of your team activities that drive new business development. View all overdue activities, filter all activities by staff member, and see upcoming activities in the calendar.
Sync leads from your website straight into WorkflowMax using the API. When a customer submits an enquiry on your site, the information flows straight into your lead management dashboard.
Access your lead information anywhere, anytime. Get an overview of what stage your leads are at and know exactly when to follow up.
Send quotes, notes, emails and attachments directly to the lead profile so you can access all the information in one place. It's easy to pick up where you left off.
Use lead templates for prospects that require a similar pattern of follow up, with pre-determined activities that will make the process faster.
Get a visual overview of what stage your leads are at and know exactly when to follow up so you can convert them quickly!
Spend quality time on your most qualified leads. Set notifications and never forget to follow up with a hot prospect.
Turn prospects into projects with just a few clicks. Enter lead information once and it flows through the entire process.