Lead Management System
Powerful Lead Management with Sales Efficiency at its Core. Capture, Qualify, Route, and Track Leads & Activities.
Feature-rich Lead Management System
Find all the tools you need to manage your leads and convert every sales opportunity.
Lead capture automation
Capture leads from all sources – website, Facebook, Google, lead providers, referrals – onto one platform with zero leakage.
Quality & engagement scoring
Auto-qualify leads based on pre-defined rules. Assign scores based on actions they take. Like – website visits, email opens, link clicks, inquiries, etc.
Lead distribution
Easily track and distribute leads between your teams based on requirements or other dynamic criteria.
Sales & Marketing automation
Automate sales processes. Communicate with leads across various channels – WhatsApp, SMS, Email, Phone, and more.
Built-in dialer
Call prospects in just one click. Track and record conversations to ensure high compliance and productivity.
Real-time dashboards & reports
Over 135+ reports help you measure every piece of your process – from campaign spending to sales closure rates.
Reduce lead leakage to ZERO!
With WPSCRM lead management
solution, easily capture:
- Online leads (website forms, chatbots, ads, social media, etc.)
- Offline leads (list import, phone calls, voicemails)
- Leads from third-party websites and lead aggregators.
Manage leads and accounts without any hassle
No more information discrepancies. Get one view of leads for all.
Their contact details
Their location
How they came to know about you
Their requirements
Where they are in the sales funnel
Past interactions they had with your brand
Understand the interactions the lead has with your people and brand assets.
Ads clicked
Phone calls
WhatsApp, SMS conversations
Email opens, link clicks
Website page visits
Use this lead tracking information to intervene if necessary and reduce the sales cycle
Are you juggling with multiple leads from the same company? The account management tool in LeadSquared’s lead management system simplifies it for you.
It maps all the leads with the same organization name (can be extracted automatically via email domain) into one account. Making it easy for sales managers to track the follow-up activities with the right POC.
Mobile lead management app for field force
Work on the fly with WPSCRM lead management app.
- Get automated day plans and meeting recommendations
- Check-in/check-out from the app
- Get leads assigned in your vicinity
- Log meeting notes
- Work offline or with low connectivity
Sales lead management made easy
Translate your efforts into revenues. Track what’s happening to the leads. Ensure your people follow the sales process thoroughly.
Ensure only qualified leads enter the sales pipeline. Prioritize leads with higher revenue potential. Qualify leads based on their:
- Demographic details
- Geography
- Product interested in
- Lead source
- Activities on your website and other brand assets, and more
Assign leads to your team based on a round-robin manner or:
- Requirements posted by leads
- Agent/sales rep’s expertise
- Agent availability
- Location, and more
Never miss a sales opportunity. Send timely notifications to reps for:
- Task assignment
- Follow-up reminders
- Lead stage change
- Overdue tasks
The best sales tracking software to know where your leads are in the sales pipeline. Analyze data and devise strategies to reduce your sales cycle.
Ensure your team pays full attention to leads assigned to them. You can:
Spot up selling and cross selling opportunities
Easily manage multiple products, processes, teams, and sales workflows in one place.
Capture upsell/cross-sell signals (Like ad clicks, website page visits)
Distribute the new opportunity to reps based on their specialization
Sketch sales process workflows for each opportunity type
Avoid duplicate lead creation
Automate marketing campaigns for your leads
If the lead isn’t ready to buy your product/service yet, nurture them till they’re ready.
Create dynamic lists:
- whenever a new, potential customer sign up
- for when a lead moves from one stage of the sales funnel to another.
Send targeted content to these lists with a gentle nudge to try your product/service.
Use Chatbot, WhatsApp, Email, SMS, Phone, and more to talk to your prospects.
Personalize conversations with the details you have like their names, location, requirements, etc.
Use pre-built templates or create your own!
WPSCRM lead management system has just the right tools to run a successful sales and marketing campaign.
- Landing page builder for ads and website forms
- Email campaign builder with beautiful email templates
- Website widgets like a top bar or slider notification
- Website chatbot
Out-of-box integrations with popular sales and marketing tools
Connect your WhatsApp business API, analytics, chat, telephony, payment gateways, meeting schedulers, and more with our lead management system.
- Telephony: Ringcentral, CallTrackingMetrics, SuperReceptionist, Ozonetel, and more
- Chat: LeadSquared Converse, Tawk.to, LiveChat, and more
- Meetings: Zoom, Calendly, Google Meet, and more
- Payment gateways: Razorpay, PayU, Cashfree, and more
- Ads: Google, Facebook, Instagram, and more
Analyze and act!
Create your own dashboard or select from 100+ sales and marketing reports that matter to you.
Some of the commonly used reports are:
- Field sales tracking
- Lead stage analysis
- Opportunity management
- Sales and revenue
- Customer analysis
- User activities
- Account (company) insights
- Marketing reports (email, lead source, and more)
What makes WPSCRM the best lead management software in the market?
Unlike other lead management solutions, we have just the right tools to help you get going from DAY 1!
WPSCRM: A simple lead management system. Loved by 2000+ customers
