Create, Manage and Distribute Leads Efficiently. Monitor Sales and Performance. For a 14-Day Free Trial, click here!

Monitor & Assign Leads to Sales Staff

Manage and Track Communication

Convert Leads to Quotes or Customers

Manage Additional Lead Information & Tasks

Lead Management System - Lead Tracking software for your salesforce

A Full-Featured Lead Management System Designed to Manage and Streamline Your Entire Business from Start to End.

Eworks Manager's Lead Tracking CRM is designed to capture and manage details and information for a potential customer or business opportunity. Managing Leads is much easier with our all-in-one Job Management System.

Our Lead Tracking Software lets you import, manage and convert leads to quotes or create tasks against leads. Your sales team will have access to a more productive and efficient system that manages potential customers and opportunities.

Managing Leads and Enquiries Have Never Been Easier

You can import potential customers, manage existing enquiries and market to all your contacts.
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Import and Convert your leads to Customers and Quotes

If you have a large collection of leads, Eworks Manager lets you import them all at once, instead of adding each one manually. Convert a Lead into a Customer. Schedule a sales appointment for your field worker to do an on-site inspection before creating a quote to send off to your customer.

Full CRM and Task Management

Monitor and assign leads to your sales team. Easily capture calls, notes, complaints, and send emails to your leads from the CRM tab. Create and manage Tasks for yourself and your leads using our Task Management Software. The system will notify you when the tasks need completing.

Add Attachments to Leads

Upload Attachments such as site documents or user manuals to your leads. When converted to a quote, the attachment will automatically be synced. Once the quote is accepted and converted to a job, the attachment will be synced to the job for your mobile user to view on the Mobile Job Scheduling App.

Authorisation of Leads and Reports

The access rights per user on the system will allow you to select a specific person(s) to authorise leads. This is handy in the case where you have a manager or supervisor who needs to make sure that the lead or opportunity entries are legitimate. With the ability to add in additional fields in the lead details section, you can use the search filter to search for specific leads to either print or export for Reporting purposes.

The Complete Business System

Some additional features that would benefit your business

Lead Management System FAQs

1What is a Lead Management System?

A system that captures and manages details and information for a potential customer or opportunity. Managing Leads has never been easier with and all-in-one CRM Lead Management System.

Being able to import, manage, convert and create tasks against leads in one place is a far more productive and efficient way to manage potential customers and opportunities. By adopting a lead tracking tool, you will save time and be able to respond to leads quickly, thus increasing your chances of another client.

2Why is Lead Management important?
Managing lead effectively helps businesses understand which tactics are bringing in the best leads, so you can improve your sales and marketing strategies to be as effective and efficient as possible. CRM lead management records a client’s full history of interactions with your company, so you can analyse precisely how a person was converted from a lead, to a customer.
3How do you effectively manage leads?

Our Salesforce Lead Management Software joined with our CRM software equips your sales team with the perfect tool to capture information about every interaction with your prospects and customers - allowing you to distribute and respond to leads quickly. By responding immediately, you will set your company apart from your competitors!

Companies 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. A sound Lead Management System 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, so that you know what marketing campaigns are working and what isn't.

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