This application facilitates the capture of leads manually, by scanning a business card or by scanning a bar code / QR code. User can capture details of the contact person, details of the organization the contact belongs to, the products / services which are of interest. User can also characterize the lead in terms of lead origin, priority and qualify the lead. The details of the lead is stored into the server directly eliminating the chance of losing a lead anymore.
Company admins can manage their users as well as customize the application using an admin panel. You will need a corporate user account to use this app effectively. This app is a mobile app for business.
Lead capture: Capture Leads by scanning business cards, scanning ID badges in events or simply enter a lead manually.
Capture Customer contact details, Customer details and establish linkage between the Customer and the contact.
Validates the existences of the Contact, and customer and prevents a duplicate creation.
Captures lead with details related to Interest areas (Products or services), quantity and notes. Capture multiple interest areas per lead.
Qualify a lead in terms of lead qualifications, Lead Priorities, lead status etc.
Log actions taken during the Customer contact conversations.
Trigger future actions for the lead from the mobile application itself.
View Leads lists and filter by various criteria.
Edit leads as and when required.
Data securely stored in the cloud.
Company admin has a customized admin panel to set controls, and view Lead sheet logged.
Users can maintain user defaults for various Lead sheet fields.