Convert More Leads, Close More Deals
Empowering your team with real-time insights, automated workflows, and personalized interactions that will revolutionize the way you manage leads. Join us on this journey towards unparalleled success.
Create Leads
Add a new lead quickly into the CRM with minimal lead details. Select the lead source. Select the product/service the lead is interested in. Add a note about the lead.
Import Leads
Have leads data in a xl sheet? Import all the leads by importing the file. Optionally assign the imported leads to a staff member.
Web form to Lead
Generate web forms with required fields like email, phone, name etc & embed the form on your website or landing pages. Leads are auto-created in the CRM when a user submits the form.
Browse, Manage Leads
View the leads, call the lead from the same page, send email, whatsapp, sms. Change lead status, lead assignment from the same interface without leaving the page. View Lead information along with last follow-up notes, next follow-up date all in the same view.
Filters
Filter leads based on various criteria like lead status, staff assignment, created date, next follow-up date, lead age, leads without activity and many more criteria.
Lead Follow-ups
After every activity about the lead, add the follow-up record easily. Choose the mode of communication, notes about the activity, set next follow-up date, change lead status if needed.
Lead Details
View lead contact details, lead activity history, lead notes, deals, documents associated with the lead. Communicate with the lead in various channels like email, call, whatsapp or sms. Send a message manually or choose a template message to send personalized message.
Lead Status
Define your own lead statuses as per your sales terminology.
Configurations
ClientCtrl allows you to configure the “Lead Sources”, “Mode of Communication”, “Lead Disqualify Reasons”, “Welcome emails” etc, so that you can use the software as per your business requirements.
Notifications
Get notified about every event related to leads like status changes, lead assignments. Staffs are notified by real-time in-app notifications and email notifications.