CRM Lead Automation Management and Tracking Software, Solutions

Lead Distribution

In order to get the most out of your lead generation efforts, you need to be able to systematically segment your leads and distribute them to the relevant person with a flicker of your finger.

Segmentation helps you find out which lead has the best chance of converting into sales. It also helps you segment your website visitors into their most likely prospect groups, depending on what they are looking for at that moment in time.

Pipeline Management

When you have a large number of leads being passed around by sales reps, it can be difficult to keep track of each one’s journey and make sure they reach their destination. This is especially true when a single rep is responsible for multiple accounts or when an account has multiple reps working on it. It’s easy to lose track of who is managing which accounts and what stage each one is in their journey through your pipeline (and sometimes even when they were initially acquired).

Keeping your sales pipeline clutter-free is key to keeping track of leads Automation and making sure they reach their destination at the right time.

Priortise Your Leads

Mark leads based on their convertibility in your sales funnel to chase the hot leads before they turn cold.

The Marker is an AI-powered lead scoring system that analyzes your customers’ behaviors and preferences to predict their likelihood of converting into a customer.

Manage Details

With this app, you can manage all your leads, employees, and other relevant data sorted in a place with high-end security features.

This app allows you to create custom fields that you can use to organize any kind of data like name, email address, phone number etc. You can also set up filters for your leads or employees so that they only see the information that they need to know. You can also create multiple user accounts on this app so that each user has access to their own separate list of leads and employees

Dashboards & Reports

This tool is designed to help you gain a 360-degree insight into the marketing campaigns of your leads, while generating powerful reports with a single click. By using the tool, you can analyze your leads’ performance and identify areas for improvement.

A dashboard that displays all of the information is provided on the main page of the tool, along with a search bar that allows you to find specific content quickly. You can also create custom dashboards by adding or removing data points from each sheet.

The tool provides multiple ways for users to view their data: as a list or chart, as a table, or using an interactive map. The different views allow you to easily compare data from different sources in order to see trends and make more informed decisions about how to improve your marketing efforts.

Mobile CRM

TrackOlap™ is mobile CRM solution that allows you to manage your customers, field workers and vendors anytime and anywhere.

TrackOlap is a cloud-based mobile CRM platform that can help you:

Manage your customer base across multiple devices. Track your customers’ behaviors. Share key information with field workers or other staff members in real time.

Access important data from anywhere at any time using our mobile apps on iOS and Android devices.