Lead Management

Enhanced sales pipeline management.

The sales pipeline is the single most important practice to any organization that sells goods or services. This app will help it run like a well-oiled machine, simplifying movement through the pipeline and stimulating prospect conversion. With all the information you need in one place, you can focus on spending time with your leads, rather than on managing the heaps of data that come with them. 

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See how the app works

Powerful tools to assist you with lead conversion.

  • Track leads from start to finish.

    Use a customized dashboard to keep tabs on the lead conversion cycle. With columns representing each stage of the pipeline, from prospects discovered to leads won, you can accurately trace and convert more leads in less time.

  • Get periodic notifications.

    Every interaction with a prospect is an invaluable opportunity. Set reminders for every upcoming phone call or meeting on your calendar, so you don't miss out. Emails or push notifications, desktop or mobile – the choice is yours.

  • Automate lead management workflows.

    For every prospect discovered, demo given, and lead won, prompt follow-up phone calls and emails are essential. With the click of a button, schedule emails to send to prospects at every stage through the pipeline.

  • Centralize customer information.

    With comprehensive entries for each contact in your database, easily revitalize cold leads or modify your sales pitch to dynamic prospects, without having to crunch through documents and documents of historical data. 

  • Filter and assess leads.

    Use filters to isolate leads by source and nurture them accordingly. You can also set custom filters to sift through entries and eliminate fake or dummy data, saving valuable time and energy. 

  • Gain insight through powerful analytics.

    Use detailed, visual reports to spot engagement patterns and conversion trends over time. Make better decisions using easily decipherable graphs and charts, and view exhaustive drill-downs with a single click.

It's not just an app. It's a platform.

  • Customize.

    All our apps are fully customizable, right out of the box. Coupled with the guided scripting feature, our drag-and-drop form builder allows you to add limitless functionality to your app. You can configure a variety of email templates to send to contacts at strategic points along the sales cycle. 

  • Go mobile.

    For every app you access on your computer, there's a fully optimized native one waiting for you on your smartphone. Enjoy all the features of your app wherever you go, and on any device. Push leads through the pipeline even when you're away from your desk with this application. 

  • Integrate.

    We're flexible. Zoho Creator features integrations with a host of major software solutions like Quickbooks, Zapier, and G Suite to ensure seamless connectivity between your various productivity applications. You can also integrate with full-fledged CRM solutions like Salesforce or Zoho CRM to implement advanced lead qualification and lead nurturing workflows. 

Install, customize, and make it yours.

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