One-Stop Solution for Lead Tracking

You can stop juggling through multiple tools for lead tracking. With Office24by7 lead management software, you can combine data from multiple tools and follow up with them right from the same place. Right from making a sales call to assigning the lead to another agent, everything can be done from one place with Office24by7 lead management CRM.

Different Lead Sources- One Sales CRM

No matter where you get leads, all these sources can be tracked, and leads can be bucketed accordingly with Office24by7 lead management software. You can also upload the leads directly into the sales CRM. All of these will be considered manual leads. You will know where to spend your resources and time once you know where you are getting more leads.

Prioritize and Score Leads

You get so many leads every day, and dealing with them will become hectic after one point. Knowing which of these leads are of top priority and which can be dealt with later is important, and that is why we have given you a lead score option in our lead management software. Score the leads according to different parameters and increase your chances for leads to sales conversion.

One Timeline for Every Detail

Now, you can check every detail of a lead in a single timeline. With Office24by7 lead management software, you can check all the touchpoints between a particular lead and your company. Our system integrates all touchpoints, from sales to customer service and more. With one source of record, your team will have the full context of a lead without any hassle.

Distribute Intelligently

Every company has its own set of lead distribution rules, and Office24by7's lead management system is here to abide by them. You can set the rules, and we will help with the distribution process. You have multiple parameters to go by, such as the number of leads or the special attributes of your agents- products, seniority, lead location, agent performance, lead source, and many more.

Segment and Nurture Leads

An all-in-one database makes it easy to understand and segment the leads accordingly in our lead management software. Once this segmentation is done, you can send different marketing campaigns with a click. With our hyper-targeted segmentation, you can reach out to the right leads at the right time and nurture them enough to make them your prospective customers.

Action Driven User Interface

Office24by7 has become one of India's best lead management providers with our extensive features. Now, you can make it easy for your agent to access, view, and make calls for the leads, later they can give them a score and add priorities to those at one click, too. With an action-driven user interface, all of this becomes relatively easy. Declutter the data and design a streamlined process for your agents with the Office24by7 interface. They can directly conduct any kind of lead action from the individual lead card.

Office24by7 Lead Management Tools

Pipeline Reports

Know how many emails are in each stage of your sales pipeline with just a click in our lead management system.

Email Integration

Integrate the lead management software with Gmail, Outlook, G-Suite, or Office 365. Office24by7 offers a myriad of third-party integrations.

One Inbox

You can have one inbox for the sales, support, and marketing team for one lead. Every conversation can be viewed across the team.

Activities/Revenue

Track all the activities done by your agents along with their revenue with a click in our lead management solution.

Social Media Marketing Leads

Capture leads from all of your social media campaigns with Office24by7 CRM.

Schedule Meeting

Schedule the meetings with your leads on the sales CRM itself. You can integrate our lead management CRM with various virtual meeting platforms.

Customized Dashboard

You can choose how you want your dashboard to look. Select the fields you want to show up in and get a 360-degree view of all the leads.

Click to call

Call your prospective leads with just one click with the Office24by7 Click to call feature.

Followup Wisely

Assign follow-ups to your agents and nudge them if they haven’t followed up with the particular lead.

Lead Action

Transfer, assign, or reassign the leads as per your requirement.

Easy Upload

Capture your offline leads and upload them onto the sales CRM with just one click.

Source Analytics

Knowing where your leads are getting generated will help in knowing which of your campaigns are a success.

Telephony and IVR Integration

Now, you can integrate your lead management software with Office24by7 Telephony and IVR software. If you are already using any other third-party software, you can integrate it with our API.

Basic and Advanced Search Option

With our advanced search feature, you can quickly do a search related to your leads with just some clicks.

Cross-sell and Upsell

Track your leads' behavior to cross-sell and upsell the products.

Table View

Get an idea of all the sources with our table view feature. It is your CRM, and you have the right to customize the display settings as and how you want it to be.

Real-time Notifications

Notify the sales team whenever a lead takes an important action or moves down your sales funnel with the help of our lead management solution.

FAQs

Lead management software will help any business qualify the incoming leads, nurturing them after thorough analysis and helping convert those leads into sales.

The five most important steps are involved in lead management. They are lead capturing, tracking, qualification, distribution, and nurturing.

The answer is no; however, lead management is an essential component of a CRM. So, you will find this lead management component no matter what CRM you opt for.

Office24by7 has the best lead tracking system that will help you know all the details about a lead, from the source to its score. You will get a 360-degree view of these details, and you can plan your next steps accordingly.

Intelligent distribution is an important feature in lead management. With this, the reporting manager can assign leads to the respective agents according to their skills, knowledge, and other parameters. You just have to set these parameters first.