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Overview
LeadGo is a Lead administration software for sustaining precision in managing of a number of leads. Using this proficient software you can handle the visibility of your leads throughout numerous phases within the pipeline. It ensures improved effectivity with an ease in allocating a number of sources to varied leads concurrently. With a SAAS model create plans utilizing a brilliant admin login.
Demo
Url : Demo Link
Super Admin : [email protected] / 1234
Owner : [email protected] / 1234
User : [email protected] / 123456789
What to anticipate from LeadGo SaaS – Lead Management Tool
- An efficient dashboard to get an outline on required info
- An ease in including funds and merchandise on an bill
- Convert Lead into Deal
- Restriction on consumer and person permissions. Assigning position to customers and managing their permission by way of a number of modules
- Availability in a number of languages makes it a software accessible on world platforms
- Accessible by a number of customers and shoppers
- Managing numerous pipelines and its phases to know 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 shoppers
- Add currencies in accordance with requirement in addition to firm profile setting for bill function
- Get your funds accomplished with stripe cost gateway
Salient options of an LeadGo SaaS – Lead Management Tool
Create plans and get payment- a particular SAAS function
With a brilliant admin login, create plans which can be most possible for your enterprise mannequin. Select an applicable pricing and period for created plan. You can allot person, consumer and most variety of offers. Get cost utilizing stripe cost gateway. The plan could be disabled if not renewed after its expiry.
An environment friendly dashboard
Get an outline of whole shoppers, customers, offers, and invoices together with a graphical illustration of bill – cost 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 numerous offers. You may assign roles to them and management their entry to sure parameters by assigning permissions. Assign a number of shoppers on the identical deal. Thus, multi-person, multi-consumer function facilitates ease in deal administration.
Customize the roles and management permissions for customers and shoppers
Control entry of customers by assigning permissions on numerous modules for every position. Similarly, you can assign permissions to restrict the consumer’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 cost modes.
Expense administration
Manage new bills by choosing from numerous classes on given offers. Assign the person to an expense and maintain a transparent tab on an quantity and date on which the given expense occurred. A file may very well be connected to help proof. Update present bills in case of any change.
Manage quite a few merchandise
Add new merchandise to an already present checklist of merchandise. Add product descriptions and costs together with attaching recordsdata for every product.
System setting
Customize your system settings by including currencies and choosing their symbols and positions. Choose the date and time format and assign a prefix to the bill. Add firm particulars alongside along with your mail id to your system settings.
Manage setup
Create a number of pipelines and assign a number of phases and labels to them. Create sources of deal era and add cost strategies to your system. Manage numerous expense classes by including them in accordance with enterprise wants.
Customize area setup
Create customized fields on chosen modules of product, deal, consumer, and person. Such customization facilitates ease in conserving a tab on the data.
Lead Regulation
Kanban board for lead administration
Manage leads by simple drag and drop system. Easily relocate the results in numerous phases by way of the Kanban board system.
Deal Regulation
Kanban board for deal administration
Manage offers by simple drag and drop system. Easily relocate the offers to varied phases by way of the Kanban board system.
Create offers
Create new offers by assigning sources like value, shoppers, merchandise, and sources. Select the pipeline and its stage. You may 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 consumer 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 control necessary issues.
Add person and shoppers on a deal
This function allows the person and shoppers to solely see the actual deal as and after they log in.
Available in a number of languages
Add and customise the software from the checklist of obtainable languages. It facilitates world usability.
Support
Please ship support request here for any points, questions or strategies. To save time and get fast suggestions, please don’t query for help in feedback part.
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