Lead Management

Manage and Convert Your Leads

Monitor your leads from your first interaction through closure. Import leads from different marketing sources. Qualify and assign leads. You can add contacts, enter notes, and create tasks right on the lead record. Ensure every aspect of the lead is covered as a lead moves through the sales process.

Send professional looking follow-up emails to contacts using time saving pre-formatted email templates. Convert leads to opportunities and customers.

What’s included:

• Leads management
• Leads workflow
• Leads routing and assignment
• Notes and attachments
• Tasks and reminders
• Personalized batch email
• Tracking and reporting

Soffront SMB CRM helps us communicate with our customers, share documents, manage followups and activities.

It helps us automate our HR, payroll. We are able to add more customers easily without hiring additional employees.

- Jose de Dios, Founder, Aplaz