Lead Management

From prospect to sales pipeline

Not every contact is a customer yet. Lead management gives prospects a place of their own, separate from the customer base, and takes them through your sales pipeline in a structured way until interest turns into an order.

Every lead is given its own number automatically and lands on the pipeline board. You drag it from stage to stage, from the first enquiry to the close. Stages, sources and loss reasons are yours to configure, to fit your sales process rather than a template.

What sits on every lead

• Contact person with contact details and a validated address (Endereco)
• Article interest: which products the prospect has in mind
• Labels and loss reasons for clean reporting
• Attachments and notes straight from the media library

Your team knows what a lead is about at the next contact, without digging through the inbox.

Forecast instead of gut feeling

Every pipeline stage adds up the value of its leads. You see at a glance what sits in which phase and what you can realistically expect this month. A lead you win is converted into a customer in one step, and the whole history is kept.

Lead management is fully integrated with contacts, the Kanban board and the media library, and can be booked as a standalone module per system.