Lead Management
Capture, organize, and nurture leads with automated workflows and smart scoring. Improve conversions by tracking every interaction from first touch to qualification.
Lead Capture
Capture leads seamlessly from web forms, campaigns, emails, social platforms, and integrations. Automate data collection and ensure every inquiry enters your CRM accurately.
- Web Form Lead Capture
- Email & Campaign Sync
- Social Media Lead Integration
- Landing Page Monitoring
- API Lead Import
- Real-Time Lead Notifications
- Auto-Enrichment of Lead Data
Lead Assignment
Automatically allocate leads to the right salesperson based on territory, workload, product interest, or custom rules to ensure rapid engagement.
- Rule-Based Assignment
- Round Robin Distribution
- Territory-Based Assignment
- Product-Specific Assignment
- Lead Owner Notifications
- Workload-Based Routing
Lead Scoring & Qualification
Prioritize high-potential leads with automated scoring based on demographics, activity, and engagement levels, ensuring your team focuses on the right people.
- Behavior-Based Scoring
- Demographic Qualification
- Custom Score Rules
- Lead Grading (Hot / Warm / Cold)
- Engagement Analysis
- A/B Scoring Models
Lead Follow-up Tracking
Ensure no lead is missed with automated reminders, scheduled activities, and complete visibility into every interaction and communication.
- Follow-Up Reminders
- Task Scheduling
- Call & Email Tracking
- Follow-Up Status Updates
- CRM Notifications
- Time-Based Alerts
Lead Activity Timeline
Track every call, email, meeting, task, and note in a unified chronological timeline, giving teams full context before every lead interaction.
- Complete Activity History
- Call & Meeting Logs
- Email Interaction Tracking
- Task History
- Notes & Updates
- Interaction Insights
Lead Notes & Attachments
Store important notes, documents, and files securely within the lead profile for quick access and seamless collaboration across teams.
- Rich Text Notes
- File Upload
- Document Versioning
- Internal Team Comments
- File Preview Support
- Attachment Tagging
Duplicate Lead Detection & Merge
Maintain a clean and accurate database with smart matching rules that detect and merge duplicate leads automatically.
- Automatic Duplicate Checks
- Email & Phone Matching
- Merge Duplicate Leads
- Conflict Resolution Rules
- Duplicate Alerts
- Smart Merge Suggestions
Lead Nurturing Automation
Engage leads through automated workflows, drip campaigns, and personalized messaging designed to improve conversions.
- Drip Email Campaigns
- Stage-Based Automation
- Behavioral Triggers
- Personalized Nurture Flows
- Auto Follow-Up Actions
- Nurture Flow Reports
Lead Conversion
Convert leads into Contacts, Accounts, and Deals instantly with accurate data mapping and seamless transition into the sales pipeline.
- 1-Click Conversion
- Create Account / Contact / Deal
- Custom Conversion Mapping
- Conversion Validation
- Data Transfer Rules
- Conversion Audit Trail