Lead Management
Track and manage your potential clients.
| Actions | |||
|---|---|---|---|
Amitabh Singh amitabh.s@example.com | New Lead | July 28th, 2024 | |
Bhavna Chauhan bhavna.c@example.com | Contacted | July 25th, 2024 | |
Chetan Kumar chetan.k@example.com | Qualified | July 22nd, 2024 | |
Divya Reddy divya.r@example.com | Proposal Sent | July 20th, 2024 | |
Esha Gupta esha.g@example.com | Converted | July 18th, 2024 | |
Faisal Khan faisal.k@example.com | Not Interested | July 15th, 2024 |
Process Automation
Streamline your workflows from lead to client.
Client Onboarding Task Manager
When a lead converts to a client, automatically create a checklist of tasks like 'Collect KYC' and 'Schedule Welcome Call' to ensure a smooth onboarding.