1.1 Lead management

TDS CRM offers a wide range of features that support the function of lead management. These features are:

 

  • It supervises the whole process of leads i.e. from creation to conversion into potentials. 
  • It allows the users to import the leads data directly from websites, tradeshows and other campaigns.
  •  Users can customize the lead form as per organizational requirements. 
  • It allows users to add multiple products to leads. 
  • It automates the process of promoting the lead to the next stage based on the information specified in the lead details. 
  • It provides customizable reports about leads. 
  • Users can also export leads to Microsoft excel or other analytical programs and applications for further analysis.