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Lead management

Do not miss out on any business opportunity. CircleOne provides a dynamic lead management system to manage and qualify your leads. Convert leads from multiple channels on the same interface. Improve your sales and revenue with our lead management system.
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Lead flows
Define dynamic and flexible opportunity workflows for your leads. Configure the stages of your sales cycle as your prospects convert to your customers. Automate the tracking and accountability of managing the leads to closure.
Multi channel
Manage leads across various channels. Leads sourced from channels like phone, chat, social media can be managed on a single interface. Power in the hands of your sales team to engage with their prospects across channels.
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Lead score
Let your sales team focus on the most valuable lead. Pre define various criteria to assign weightages to your leads. The lead score is an easy indication for your team to identify the most precious lead to pursue.
Lead distribution
Allocate leads to the right team members. Define the rules of allocation based on specific criteria for e.g.- location of a lead which ensures there is no delay in the lead allocation and the conversion is faster.
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Faster conversions
Prioritize your leads and keep track of the time to closure. Keep track of pending closures or follow ups. Define standard turn around times for your sales cycle to ensure there is no possible revenue leakage.
Reports
Keep a tab of your sales funnel. Visibility of your sales teams performance. Understand all the leads at various stages of the sales cycle. Track the revenue in the pipeline and the actual performance against planned.
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15 day Free trial.
No Credit card details required.