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Lead Management

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24 views6 pages

Lead Management

document

Uploaded by

Hari
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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 An effective dashboard to get an overview of the required

information
 Ease in adding payments and products on an invoice
 Convert Lead into Deal
 Restriction on client and user permissions. Assigning roles to
users and managing their permission through multiple modules
 Availability in multiple languages makes it a tool accessible on
global platforms
 Accessible by multiple users and clients
 Managing various pipelines and their stages to understand the
true standing of deals and leads
 Kanban board management for managing the progress of deals
and leads
 Chat Module
 Added GDPR Cookie to make the next visit easier and more
useful
 reCaptcha in Login & Reset Password Page
 Google Calendar for Zoom Meetings, Task Module
 Integration of Cloud Data Storage like Local, AWS, and Wasabi
 Image uploaded preview
 Customized settings options for RTL on/off, Primary Color,
Sidebar, Layout
 Themes Color Setting, Transparent Layout, and Dark Layout
under Theme Customizer
 Calendars and notes to keep a tab on important matters
 Facilitates label creation and product addition
 Your client can pay invoices via Paypal and Stripe based on
your setting
 Customization of field setup for deals, products, users, and
clients
 Add Client and User Detail Page
 Slack Integration
 Zoom Integration
 Telegram Integration
 Upgrade Theme & Added Landing Page
 Add currencies according to the requirement as well as
company profile setting for invoice purposes
 10 attractive pdf templates and a color palette to customize
your invoice
 A user-friendly RTL experience for customers using Arabic,
Hebrew, and Urdu-like languages
 Built with Laravel 10
Salient Features of LeadGo – Lead Management Tool

An Efficient Dashboard

Get an overview of total clients, users, deals, and invoices along


with a graphical representation of invoice–payment chart. A
calendar for the management of deals and task deadlines makes it
easier for firms to make informed decisions.

Multi-User and Multi-Client

Appoint multiple users on various deals. You could assign roles to


them and control their access to certain parameters by assigning
permissions. Assign multiple clients on the same deal. Thus, the
multi-user, multi-client feature facilitates ease in deal management.

Customize the Roles and control Permissions for Users and


Clients

Control access of users by assigning permissions on various


modules for each role. Similarly, you could assign permissions to
limit the client’s activity on assigned deals.

Invoice Management

Create an invoice for deals by assigning due dates and tax rates.
Edit existing invoices by adding products and changing the invoice
status. Add payments through available payment modes. Your client
can pay invoices via Paypal and Stripe based on your setting. They
can also use QR codes.

Expense Management

Manage new expenses by selecting from various categories on


given deals. Assign the user to an expense and keep a clear tab on
the amount and date on which the given expense occurred. A file
could be attached to support the evidence. Update existing
expenses in case of any change.

Manage numerous products

Add new products to an already existing list of products. Add


product descriptions and prices along with attaching files for each
product.

Integration of Cloud Data Storage like Local, AWS, and


Wasabi

Integration of Cloud Data Storage like Local, AWS, and Wasabi


Protection of your is indeed mandatory. This feature of Cloud Data
Storage helps the user with the same.
It facilitates both the internal and external data storage space for
backup and archiving, disaster recovery, cloud data processing, and
storage tiering based on a range of requirements of costs,
availability, performance, recovery, and migration. AWS and Wasabi
are third-party authenticated Cloud Data Storage providers that
safeguard the data from hacking and are cost-efficient.

Slack Integration

Receiving instant notifications of the company’s activities is one of


the most painless ways to keep a tap on them. With the help of
Slack Integration, you can get insight into the major actions through
the specific channels and when they are performed. It also helps
you to schedule the messages for future dates. Rectifying mistakes
is also not burdensome.

Zoom Integration

Virtual meetings are no new to us. The Zoom Integration provides a


platform where you can create a zoom meeting after giving inputs of
asked details like; Client, User(s), Meeting Time, and Duration, and
it generates a link through which people can join the meeting. You
can create, View, Start, and Delete meetings with ease.
Along with that, the zoom meeting created will be synced with the
calendar which will show the meeting details, as well as which are
people joining the meeting and at what time. This calendar syncing
feature helps to schedule meetings accordingly.

Telegram Integration

Hassle-free and instant message is one of the absolute ways to stay


in tune and connected with projects and activities of the projects.
With the Telegram Integration, you can get the notification of the
actions performed regarding anything which interests you. Staying
in tune with the performing jobs is smooth with this feature.

System Setting

Customize your system settings by adding currencies and selecting


their symbols and positions. Choose the date and time format and
assign a prefix to the invoice. Add company details along with your
mail id to your system settings.

Chat

Initiate conversations with users. Talk about important matters


immediately without any hassles.

Manage Setup

Create multiple pipelines and assign multiple stages and labels to


them. Create sources of deal generation and add payment methods
to your system. Manage various expense categories by adding them
according to business needs.

Customized Field Setup

Create custom fields on selected modules of product, deal, client,


and user. Such customization facilitates ease in keeping a tab on
the information.
Lead Regulation

Kanban Board for Lead Management

Manage leads by easy drag-and-drop system. Easily relocate the


leads to various stages through the Kanban board system.

Deal Regulation

Kanban Board for Deal Management

Manage deals with an easy drag-and-drop system. Easily relocate


the deals to various stages through the Kanban board system.

Create Deals

Create new deals by assigning resources like price, clients,


products, and sources. Select the pipeline and its stage. You could
also add notes to them.

Individual Deal Features

Add labels and tasks to a particular deal. Change the status of tasks
and assign priority to them. Add relevant products, sources, and
files to it. Converse with a discussion tab and take essential notes.
Check the invoices on the given deal and restrict client
permissions. Add or remove products and users on a given deal. An
individual calendar for each deal and an activity tab make it easier
to keep an eye on important matters.

Add Users and Clients on a Deal

This feature enables the user and clients to only see the particular
deal as and when they log in.

Add Form builder module, using this provides create lead


option
Create and manage various required forms with diverse form fields,
like, Text, Email, Number, Date, and Description as per the business
needs for leads.

MDF (Market Development Funds) Module

MDF (Market Development Funds) is a resource that a vendor grants


to its indirect sales channel partners to help the channel with sales
and marketing programs. The MDF Module helps to request the
funding amount and displays the various amounts like approved, and
available amounts for transparency.

Added GDPR Cookie to make the next visit easier and more
useful

The GDPR Cookie is an authenticated one that helps the users to


save their personal information in the browser for future online
service logins only with their permission. Because the initial log-in
process will be skipped and the user will be taken directly to the
landing page, this will save time.

Webhook

Seamlessly connect and enhance modules with a simple setup,


streamlining data exchange and boosting platform capabilities.

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