Lead Management
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Lead enters the system
Captured from any source. Assigned a priority level and routed to the right team member immediately.
First contact is made
Call, message, or meeting is logged. The interaction is recorded in the follow-up history with notes and outcome.
Genuine interest confirmed
Lead meets your criteria. Budget, timeline, and requirements are verified. Ready to move forward.
Quotation sent
A formal proposal or quotation is generated and sent directly from the CRM. Linked to the lead record automatically.
Terms are being discussed
Price, scope, or delivery is under discussion. All communication continues to be logged against the lead.
Deal closed — Contact created
One click converts the lead to a Contact. The deal pipeline, quotation, and invoice flow begins automatically.
