lead management
Improve the sales velocity, reduce sales cycle

and amplify your sales team productivity with

the Smart Force

Upgrade your sales operations to modern, informed and growth-driven inside sales. Process the raw lead data and identify quality leads easily. Nurture the prospects with innovative, personalized campaigns. Boost your sales agent’s performance with an agent-friendly, click-to-dial, SMS, Email and Voice Call integrated dashboard. Office24by7 Sales CRM is a one-stop solution to rejuvenate your entire sales operations with the automation.

lead management tool

Process the raw leads, identify quality leads quickly

Process and analyze huge amounts of raw lead data on a single screen through an intuitive UI. Deep search functionality by a criterion to identify the quality leads. Expand your prospect identification criteria by understanding a lead activity journey through logical lenses. Identify leads better by capturing the detailed data of visitor. Build your own custom lead generation form with self-service functionality.

Quick lead identification
human centric
lead management automation
Segregate and custom distribute the leads easily

Segregate the leads and custom distribute to the right teams based on the skill, availability for higher conversion rate. Leads can be distributed on the basis of source, region and priority as well. Inbuilt automation feature distributes the leads as per the criteria set to enable the sales agents and teams to stay focused on the right leads in appropriate way.

nurture your prospects
Nurture prospects with the right campaigns

Multiply your conversion chances by charting a multi-action and multi-channel driven drip campaigns for every prospect. Track prospect behavior and send appropriate responses including the welcome email, promotional offers, coupons, personalized messages, proposals, wishes through SMS, Voice, Push notifications, and Email. Add wait-time at every interaction to humanize the drip campaign experience.

prospects
Check customer score
Check customer score and do more closures
Measure the quality of leads with lead scores

Define the criteria to identify hot leads based on your preference. Understand the lead behavior at every interaction and stay focused on the sales-ready customers first. Analyze a cumulative, auto-generated customer score based on the prospect interactions to reduce your lead conversion time. Keep tracking the lead scores to target on the right time with the right channel of communication.

agent friendly smart tools
Empower your sales team with innovative tools

Give your sales team all the required information in one go and avoid the hassle of searching to gather the right information about the lead. With prospect interaction tracking, drip service and auto-generated customer score, enable your agent to reach out the lead in no time over a multi-channels. Identify your top sales-ready prospects and close the sales fast. Just measure, track, qualify, and close.

agent
dashboard and data views
dashboard
Customizable dashboard for easy data view

Customizable dashboard with deep analytics helps you track your best and least performing lead sources. Keep the right tools at the disposal of an agent with the customization of dashboard. Track the number of daily leads, view the count of leads by status. Agent can extract daily or monthly reports related to their sales pipeline, business generated and number of deals closed easily.

Grid view

Self-service drag and drop functionality to switch a lead from one status to another. Sort leads by priority. Transfer or reassign single or multiple leads to other agent(s) in a few clicks.

Table view

Switch to a classic tabular lead data view as per your convenience on a single click. Easy-to-understand data view, suitable for every kind of business audience.

calendar
Comprehensive calendar for better orgnising

Plan your sales meetings proactively by setting multi-channel reminders for both you and your customer. Receive automatic notifications by SMS, Email, Voice, Push services so as not to miss a single schedule meetings and call ever. Sort the lead and meetings count by a date, date range or non-linear dates to keep a track of your work.

reminders and calendar
multi channel services integration
multi channel services
Multi-channel integration to empower your agents

Empower your agents with value-addition integration, dial a new customer number directly from the web interface to fasten communication and reduce conversion cycle. Send promotional offers, coupons, information on new product launches, exclusive deals, and wishes to your customer through integrated SMS and email services. Use the template store, scheduling feature and short URL generation tool to optimize and personalize your content further.