CRM
Lead Tracking & CRM Tool
About Lead Tracking & CRM Tool
A compact & lightweight lead tracking and CRM system for a solar company. This system allows the admin to manage their staff member, lead contacts and their appointment. Users can create a lead record and add an appointment to the calendar for the lead. The appointment can then be taken forward in the lead process and finally convert to a sale. Detailed graphical reporting allowed the admin to view the performance of each individual staff member.
Features
- Staff management with permission based access rights
- Lead database with detailed information of each lead along with documents
- Create an appointment for any lead and attach a custom reminder for the same
- Maintain status of the lead and convert it to a sale
- View appointments on a custom calendar view with weekly/daily/monthly view
- Maintain document repository for each sale and lead
- Track individual staff reports with graphical reports and metrics
Technologies
Start now with a pre-vetted developers.
Website Pages
