Office24by7

One-Stop Solution for Lead Tracking

You can stop juggling through multiple tools for lead tracking. With Office24by7 lead management software, you will get to combine data from multiple tools and follow up with them right from the same place. Right from making a sales call to assigning the lead to some other agent, everything can be done from one place with Office24by7 lead management CRM.

Different Lead Sources- One Sales CRM

No matter from where you get leads, all of these sources can be tracked and leads can be bucketed accordingly with Office24by7. Apart from this, you can upload the leads directly into the sales CRM. All of these will be considered as manual leads. You will get an idea of where to spend your resources and time once you know from where you are getting more leads.

Prioritize and Score Leads

Every day you get so many leads that dealing with them will become hectic after one point. Knowing which of these leads are of top priority and which can be dealt with later is important and that is why we have given you a lead score option. Score the leads according to different parameters and increase your chances for leads to sales conversion.

One Timeline for Every Detail

Now you can check every detail of a lead in a single timeline. With Office24by7 lead management software, you will get to check all the touchpoints that happened between a particular lead and your company. Our system integrates all of the touchpoints starting from sales to customer service and more. With one source of record, your team will have the full context of a lead without any hassle.

Distribute Intelligently

Every company has its own set of lead distribution rules and Office24by7 is here to abide by it. You can set the rules and we will help with the distribution process. You have multiple parameters to go by, this can be the number of leads or the special attributes of your agents- products, seniority, lead location, agent performance, and many more. You can also distribute the leads depending upon their sources.

Segment and Nurture Leads

With an all-in-one database, it becomes easy to understand and segment the leads accordingly. Once this segmentation is done, you can just send different kinds of marketing campaigns with just a click. With our hyper-targeted segmentation, you can reach out to the right leads at the right time and nurture them enough to make them your prospective customer.

Action Driven User Interface

Make it easy for your agent to access, view and make calls for the leads, later they can give them a score and add priorities to those at one click too. With an action-driven user interface, all of this becomes quite easy. Declutter the data and design a streamlined process for your agents with the Office24by7 interface. They can conduct any kind of lead action from the individual lead card directly.

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.

FAQs

Lead management software will help any business with qualifying the incoming leads, nurturing them after thorough analysis and helps in converting those leads into sales.

There are five most important steps that are involved in the lead management. They are lead capturing, tracking, qualification, distribution and nurturing.

The answer is no, however lead management is an essential component in a CRM. So, no matter whatever CRM you opt for you will find this lead management component in it.

Office24by7 has the best lead tracking system that will help in knowing all the details about a lead right from the source to its score. You will get a 360-degree view of these details and you can plan your next steps accordingly.

The intelligent distribution is an important feature in lead management. With this the reporting manager will be able to assign leads to the respective agents as per their skill, knowledge and various other parameters. You just have to set these parameters at first.

The answer is yes. The sales lead management can also be called as lead management software and vice versa. They do the same work of lead capturing, lead tracking, lead scoring, lead qualifying, and many more. They also help in controlling the lead leakages.