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APPEX Online - LeadManagement
LEAD MANAGEMENT

iLead Solution allows you to store your contacts and leads in one location and communicate with them without any hassle. It offers a wide range of features to enhance the handling of sales and marketing opportunities, end to end.

SmartLead can dynamically collect contact information from campaign respondents through the web, email, or any other integrated marketing medium.

SmartLead makes it easy for your team to follow-up quickly with the most suitable leads in the repository resulting in desired streamlining of your sales process.

Key Features

  • Create a new lead manually for non-digital sources
  • Set notifications and reminders about meetings/call, follow-up with customers
  • Capture leads automatically from different digital sources of promotion viz. Facebook, Google Ad-words, LinkedIn, Email marketing and others
  • Update status to leads during the whole life cycle of follow-up indicating current state
  • Many options to filter, sort, prioritize leads
  • Audit trail to track any changes to the application data
  • Data on cloud for access from anywhere, mobile app and 256-bit encryption
  • Manage multiple business contacts along with a lead
  • Route and assign leads to the right sales staff
  • Track & follow-up assigned leads through communication log/history
  • Automated greetings to your customers and the prospects
  • Today's leads to follow-up
  • Campaign wise leads
  • Project wise new leads
  • Import leads from external sources
  • User management and access rights
  • Get reports on various status of the leads
  • Daily, weekly and monthly executive status reports
  • Get reports on various stages of the sales cycle



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