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Lead Management Software - Lead Tracking software for your salesforce
A Full-Featured Lead Management Software Designed to Manage and Streamline Your Business.
Eworks Manager's Lead Tracking CRM was developed to capture and manage details and information for potential customers or business opportunities. Managing Leads is a lot simpler with our all-in-one Job Management System.
Our Lead Tracking System lets you import, manage and convert leads to quotes or create tasks against prospects. Your team will have access to a more effective and efficient system to help manage potential customers and opportunities.
Add Attachments to Leads
Upload files such as site documents or user manuals to your leads. When converted to a quote, attachments will automatically be synced from prospects. Once a quote is accepted and converted into a task, attachments will be synced to the job for your mobile users to view on our Job Scheduling App.
Full CRM and Task Management
Monitor and assign leads and prospects to your sales team. Easily record calls, complaints, notes and send emails to your prospects from within our CRM feature.
Create and manage Tasks for yourself against your leads using our Task Management Software. The system will automatically notify you when the tasks need completing.
Convert your leads to Customers and Quotes
If you have an extensive collection of leads, Eworks Manager allows you to import them all at once, instead of manually adding them. Schedule sales appointments for your workers to complete on-site inspections before creating quotes to send off to your customers.
Access Rights for Leads and Reports
The access rights for each user on the system allows you to select a specific person(s) to authorise leads. This is handy when you have a manager or supervisor needing to authenticate your leads.
With the ability to add additional fields to the lead details section, you can use the search filter to easily find specific leads to print or export for Reporting purposes.
The Complete Business System
Some additional features that would benefit your business
Lead Management Software FAQs
A system that allows you to record and manage information for potential customers or opportunities. Managing Leads has never been easier with an all-in-one CRM Lead Management System.
Being able to import, manage, convert and add tasks against leads in one place is a far more productive and efficient way to address potential customers and opportunities. By using a lead tracking tool, you will save time and respond to leads quickly, thus increasing your chances of another client.
Our Salesforce Lead Management Software combined with our CRM software equips your sales team with the perfect tool to capture details about every interaction with your leads and clients, allowing you to distribute and respond to potential clients quickly. By responding instantly, you will set your business apart from your competitors!
Companies can generate leads through multiple online and offline platforms such as emails, social media, websites, webinars, paid ads, sales presentations, etc. Manually adding all of these leads into your CRM software is not very practical, especially when you have an extensive list of leads. Sound Lead Management Software ensures that every lead is automatically integrated into the system from websites, emails, and calls, preventing leads from slipping away. Capturing the source is also important to know what marketing campaigns are working and what isn't.