CRM Lead Management

Deskera CRM

Lead Management

Converting leads to loyal customers is what it takes to stay in business and grow. We will help you achieve this.

Record and track complete lead details like status, source, type, lead creation date, lead creation time, rating and more. You can easily view details related to each lead.

Leveraging powerful tools to search and convert existing leads into opportunities enables you to filter out leads. By doing so, you can comprehend and amend sales plans accordingly.

Define lead activities, tasks, events and more, for accurately carrying out sales processes related to a lead. Get regular updates of the upcoming activities on your dashboard.

Deskera CRM Lead management

Add/update documents for each lead and maintain them in a central repository. This will help you to be organized without any complications while passing documents within your team.

Importing all your leads from a CSV or XLS file from various sources is now available under the lead list function. With the help of this feature you can find all your leads with a single click.

You can download lead lists in multiple file formats like .pdf, .csv and more. Exporting lead lists to XLS helps you ensure that the right sales reps follow up on leads while they are hot.

Create standard or customized lead classifications. This feature also helps you plan your sales approach depending upon the type, source and industry of each lead.

By managing your leads in a systematic and structured way, you can increase both the number of leads you generate and how many of those leads you convert. See every touch point with the lead timeline in a chronological list which includes emails, website visits, social mentions, webinars and more, between a contact and your company. Summary of important interactions in the form of a custom lead score will help your sales team prioritize who they follow up with and when, and sync it to your CRM software.