₹10000
₹80000
Lead management software helps organizations qualify incoming leads, analyze and nurture them so that they can be converted into new business opportunities.
Lead Management Software for maintaining precision in managing multiple leads. Using this proficient tool you could manage the visibility of your leads across various stages in the pipeline. It guarantees improved efficiency with ease in allocating multiple resources to various leads simultaneously.
| An Efficient Dashboard | Get an overview of total clients, users, deals, and invoices along with a graphical representation of invoice – payment chart. A calendar for the management of deals and task deadlines makes it easier for firms to make informed decisions. |
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| Multi-User and Multi-Client | Appoint multiple users on various deals. You could assign roles to them and control their access to certain parameters by assigning permissions. Assign multiple clients on the same deal. Thus, the multi-user, multi-client feature facilitates ease in deal management. |
| Customize the Roles and control Permissions for Users and Clients | Control access of users by assigning permissions on various modules for each role. Similarly, you could assign permissions to limit the client’s activity on assigned deals. |
| Invoice Management | Create an invoice for deals by assigning due dates and tax rates. Edit existing invoices by adding products and changing the invoice status. Add payments through available payment modes. Your client can pay invoices via Paypal and Stripe based on your setting. They can also use QR codes. |
| Expense Management | Manage new expenses by selecting from various categories on given deals. Assign the user to an expense and keep a clear tab on the amount and date on which the given expense occurred. A file could be attached to support the evidence. Update existing expenses in case of any change. |
