Efficient Lead Management for Closing More Orders

Centralize Customer Data, Standardize Follow-ups, And Build A Repeatable Process From Lead To Deal.

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CRM Dashboard

Centralized Customer Database

All customer information is centralized and structured in one system.

Easily segment customers by type, deal stage, priority, or custom tags, ensuring no data is lost due to staff turnover or internal changes.

Centralized Customer Database Interface
Interaction History Interface

Complete Interaction & Follow-up History

Track every interaction with your customers — including emails, quotations, call notes, and social media conversations.

When a customer is reassigned, the new owner can instantly understand the full background and continue communication without interruption.

Shared Lead Pool

Leads that remain inactive beyond a predefined period are automatically moved to a shared pool.

Other sales reps can reclaim and follow up, maximizing lead utilization and unlocking hidden conversion opportunities.

Shared Lead Pool Interface
Lead De-duplication Interface

Lead De-duplication

Prevent duplicate leads from the start with multi-level checks based on company name, website, and contacts.

Ensure clear customer ownership, eliminate internal conflicts, and maintain a healthy, collaborative sales environment.

Sales Team Performance Management

Sales managers gain real-time visibility into each team member's customer volume, follow-up frequency, and deal status.

Identify bottlenecks early, optimize sales rhythm, and continuously improve lead-to-deal conversion performance.

Performance Management Dashboard