Lead Management Legacy
Record and track complete lead details like status, source, type, lead creation date, lead creation time, rating and more. You can easily view details related to each lead.
Leveraging powerful tools to search and convert existing leads into opportunities enables you to filter out leads. By doing so, you can comprehend and amend sales plans accordingly.
Define lead activities, tasks, events and more, for accurately carrying out sales processes related to a lead. Get regular updates of the upcoming activities on your dashboard.
Add/update documents for each lead and maintain them in a central repository. This will help you to be organized without any complications while passing documents within your team.
Importing all your leads from a CSV or XLS file from various sources is now available under the lead list function. With the help of this feature you can find all your leads with a single click.
You can download lead lists in multiple file formats like .pdf, .csv and more. Exporting lead lists to XLS helps you ensure that the right sales reps follow up on leads while they are hot.
Create standard or customized lead classifications. This feature also helps you plan your sales approach depending upon the type, source and industry of each lead.
By managing your leads in a systematic and structured way, you can increase both the number of leads you generate and how many of those leads you convert. See every touch point with the lead timeline in a chronological list which includes emails, website visits, social mentions, webinars and more, between a contact and your company. Summary of important interactions in the form of a custom lead score will help your sales team prioritize who they follow up with and when, and sync it to your CRM software.
Don’t just take our word for it.
Customers love Deskera!
This application is very nice and easy to navigate. I hope they add a feature where you can customize the currency for each invoice and another feature where you can calculate the discount after taxes are added and not just before. Regardless, this app is as great as it is now so thank you.
An amazing business tool. Once you learn it’s functions you can’t do without it. Available 24/7 for all your financial accounting needs! Highly recommend this app.
My business has been excellent since I started using this application online. This application is very user-friendly, I can do everything on my phone. I can send professional estimates on the spot, receive payments from almost any source, send receipts, ... everything
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