Office24by7 Lead Management Tool
Pipeline Reports
Know how many emails are present in each stage of your sales pipeline with just a click in our lead management system.
Email Integration
Integrate the lead management software with Gmail, Outlook, G-Suite, or Office 365. 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
Track all the activities done by your agents along with their revenue with a click in our lead management solution.
Social Media Marketing Leads
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.
Customized Dashboard
You can choose how you want your dashboard to look. Select the fields that you want to show up and get a 360-degree view of all the leads.
Click to call
Call your prospective leads with just one click with Office24by7 Click to call feature.
Followup Wisely
Assign follow-ups to your agents and nudge them if they haven’t followed up with the particular lead.
Lead Action
Transfer, assign or reassign the leads as per your requirement.
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 and 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.
Basic and Advanced Search Option
With our advanced search feature, you can quickly do a search related to your leads with just some clicks.
Cross sell and Upsell
Track your leads' behavior to cross sell and upsell the products.
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.
Real-time Notifications
Notify the sales team whenever a lead takes an important action or moves down your sales funnel with the help of our lead management solution.