Office24by7 Lead Management Tool
Pipeline Reports
Now you can stay in touch with your clients/deals at any time of the day with our sales CRM. Nurture and close the deals at any time, any place.
Integration
Integrate the lead management software with Gmail, Outlook, or G-Suite. Office24by7 offers a myriad of third-party integrations.
One Inbox
You can have one inbox for the sales, support, and marketing team for one lead. Every conversation can be viewed across the team.
Activities/Revenue
Activities and Revenue: Track all the activities done by your agents along with their revenue with a click.
Social media
Capture leads from all of your social media campaigns with Office24by7 CRM.
Schedule Meeting
Schedule the meetings with your leads on the sales CRM itself. You can integrate our lead management CRM with various virtual meeting platforms
Click to call
Call your prospective leads with just one click with Office24by7 Click to call feature
Followup
Assign follow-ups to your agents and nudge them if they haven’t followed up with the particular lead.
Real-time Notifications
Notify the sales team whenever a lead takes an important action or moves down your sales funnel.
Easy Upload
Capture your offline leads and upload them onto the sales CRM with just one click.
Source Analytics
Know from where your leads are getting generated, this will help in knowing which of your campaigns are a success.
Telephony / IVR Integration
Now you can integrate your lead management software with Office24by7 Telephony and IVR software. If you are already using any other third party software, you can integrate it with our API.
Advanced Search
With our advanced search feature, you can quickly do a search related to your leads with just some clicks.
Table View
Get an idea of all the sources with our table view feature. It is your CRM and you have the right to customize the display settings as and how you want it to be.
Lead Action
Transfer, assign or reassign the leads as per your requirement.