Lead generation with flexible settings
Easily create new leads in the system by selecting the appropriate status: new, in progress, successful, or unsuccessful. Each lead can be assigned to a specific employee for a clear distribution of responsibility and further control over the process.
Convenient import and export of leads
Our functionality allows you to import leads from CSV or Excel files in a few clicks, preserving all the important information. You can also export data for analysis or transfer to other systems, ensuring full integration with your business processes.
Track leads in a convenient table
The system displays leads in an easy-to-understand tabular form, with all the key information at your fingertips. Filter and sort leads by status, responsible employees, creation dates, or other parameters to easily manage the flow and avoid losing any customers.
Kanban board for working with leads
Visualize your work with leads with an interactive kanban board. By dragging and dropping leads between columns, you can easily change their statuses and see the current state of each sales stage. It's the perfect tool for teamwork and effective process management.
Detailed lead card
A lead card contains all the key information about a potential customer: contacts, status, responsible employee, interaction history, and additional notes. This allows you to quickly get a complete picture of the client and effectively manage the process of working with them.
Advanced features of the lead card
The lead card provides access to all the tools you need. Saving customer data, managing offers, creating tasks, uploading documents, setting reminders, adding notes, and viewing the history of actions are all available in one place. The card is designed for easy management of each lead.
Control of employees' actions in the lead card
The lead card has a handy list that displays all employee actions: changing status, adding tasks, notes, files, or reminders. This allows you to transparently monitor the progress of work, analyze the effectiveness of actions, and adjust processes in a timely manner.
