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.
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
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.