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Create or capture leads from integrated platforms and distribute among relevant employees manually or automatically as per your requirements just by a click with sales tracking software. Get notified on receiving new leads and set reminders to get notifications for follow ups. Nurture lead with personal attention by knowing your customer’s use case and expectations.
A lead is the first step to making a sale. With Wortal Lead Management Software, you can easily capture and manage all your leads in one place, making sure you never miss one. Wortal is an integrate customer relationship management software, bringing all leads together and manage its life cycle.
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You can assign leads to team members manually based on specific criteria, to make sure the right person handles each lead. Alternatively, you can set up automation rules to automatically assign leads, saving time and minimize the process.
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Once you capture a lead, the next step is to reach out and make contact. With Wortal CRM, you can easily connect with the lead via call, WhatsApp, or email. All communication details and notes can be logged directly into the CRM for future reference, giving you valuable insights.
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Create and assign tasks to employees directly related to each lead, while working on lead. All tasks will be saved in the lead section, which will help in considering previous work history and decide future actions.
All documents related to a lead, like catalogs or KYC forms, can be stored in one place. This makes it easy to access everything you need without searching at different folders and locations, keeping things simple and organized.
You can see your leads in either a simple list or a visual board (kanban view). For each lead, you can choose to quickly check the details or feed details in detailed information.
Timely follow-ups are crucial for lead nurturing, set follow-up dates while logging calls and easily filter follow-ups based on their due dates and close more deals.
Everything you need to know about the Wortal CRM.
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