Leads management solution

  • What is Leads management solution :
    Leads management solution is a simple solution to manage leads coming from calls, website or mobile application. This solution is simple and easy for the employee to track and schedule their daily meetings and follow up. It helps the management to know their sales performance. Solution is designed in a way where user can access it from any ware as it's a web based solution. The core feature of this Miny CRM. Is leads transfer from one sales person to another in the system itself and moth people can view progress and comment on it. The solution fits in all kind of business industry weather it's a service providers, Resellers, Producers or retailers.

    Features: :

    Master admin

    Can create user.

    Can create service.

    Can view sales report weekly and month.

    Can customize email template {sales, Quotation, etc}

    Can view appoint user wise.

    User (Employ account)

    Can add leads.

    Can add follow up by phone, visit or email.

    Can add weekly report project wise.

    Can set date and time wise reminder.

    Can assign appointment date and follow-up date

    Can add requirement and submit quotation as per requirement.

    Can transfer inquiry to another user.


    Salesman wise report.

    User vise reports of leads generated.

    User vise sales closing report.

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