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Overview
LeadGo is a Lead administration device for sustaining precision in managing of a number of leads. Using this proficient device you would handle the visibility of your leads throughout varied levels within the pipeline. It ensures improved effectivity with an ease in allocating a number of sources to numerous leads concurrently.
Demo
Url : Demo Link
Owner : [email protected] / 1234
User : [email protected] / 1234
What to count on from LeadGo – Lead Management Tool
- An efficient dashboard to get an summary on required data
- An ease in including funds and merchandise on an bill
- Convert Lead into Deal
- Restriction on shopper and person permissions. Assigning function to customers and managing their permission by way of a number of modules
- Availability in a number of languages makes it a device accessible on international platforms
- Accessible by a number of customers and purchasers
- Managing varied pipelines and its levels to grasp the true standing of a offers and leads
- Kanban board administration for managing progress of offers and leads
- Calendars and notes to maintain a tab on necessary issues
- Facilitates label creation and product addition
- Customization of area setup for offers, merchandise, customers and purchasers
- Add currencies in keeping with requirement in addition to firm profile setting for bill function
- Get your funds executed with stripe fee gateway
Salient options of an LeadGo – Lead Management Tool
An environment friendly dashboard
Get an summary of whole purchasers, customers, offers, and invoices together with a graphical illustration of bill – fee chart. A calendar for the administration of offers and tquestion deadlines makes it simpler for companies to make knowledgeable selections.
Multi-user and Multi-client
Appoint a number of customers on varied offers. You might assign roles to them and management their entry to sure parameters by assigning permissions. Assign a number of purchasers on the identical deal. Thus, multi-person, multi-shopper characteristic facilitates ease in deal administration.
Customize the roles and management permissions for customers and purchasers
Control entry of customers by assigning permissions on varied modules for every function. Similarly, you would assign permissions to restrict the shopper’s exercise on assigned offers.
Invoice Management
Create an bill for offers by assigning due dates and tax charges. Edit present invoices by including merchandise and altering the bill standing. Add funds by way of out there fee modes.
Expense administration
Manage new bills by deciding on from varied classes on given offers. Assign the person to an expense and hold a transparent tab on an quantity and date on which the given expense occurred. A file might be connected to assist proof. Update present bills in case of any change.
Manage quite a few merchandise
Add new merchandise to an already present record of merchandise. Add product descriptions and costs together with attaching recordsdata for every product.
System setting
Customize your system settings by including currencies and deciding on their symbols and positions. Choose the date and time format and assign a prefix to the bill. Add firm particulars alongside together with your mail id to your system settings.
Manage setup
Create a number of pipelines and assign a number of levels and labels to them. Create sources of deal technology and add fee strategies to your system. Manage varied expense classes by including them in keeping with enterprise wants.
Customize area setup
Create customized fields on chosen modules of product, deal, shopper, and person. Such customization facilitates ease in conserving a tab on the data.
Lead Regulation
Kanban board for lead administration
Manage leads by straightforward drag and drop system. Easily relocate the results in varied levels by way of the Kanban board system.
Deal Regulation
Kanban board for deal administration
Manage offers by straightforward drag and drop system. Easily relocate the offers to numerous levels by way of the Kanban board system.
Create offers
Create new offers by assigning sources like value, purchasers, merchandise, and sources. Select the pipeline and its stage. You might additionally add notes to them.
Individual deal options
Add labels and tquestions to a specific deal. Change the standing of tquestions and assign precedence to them. Add related product, sources and recordsdata to it. Converse with a dialogue tab and take important notes. Check the invoices on the given deal and prohibit shopper permissions. Add or take away merchandise and customers on a given deal. An particular person calendar for every deal and an exercise tab makes it simpler to keep watch over necessary issues.
Add person and purchasers on a deal
This characteristic allows the person and purchasers to solely see the actual deal as and after they log in.
Available in a number of languages
Add and customise the device from the record of obtainable languages. It facilitates international usability.
Support
Please ship support request here for any points, questions or options. To save time and get fast suggestions, please don’t query for assist in feedback part.
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