Lead Management System

ABOUT HUB1

Digital Marketing Agency Pune

6 Reasons Why You Need A Lead Management System

  1. Capture leads from multiple sources such as website, Facebook, Google, or any other source, as well as import leads from CSV files.
  2. Validate & authorise every lead and discard junk leads. Also, build custom filters to receive only relevant leads.
  3. Distribute your leads securely to dedicated resources in real-time.
  4. Engage, nurture & re-engage your leads based on their current status and track their progress in real time.
  5. Monetise your leads by driving them through the sales funnel and squeezing more profit out of every lead.
  6. Evaluate the success & productivity of your campaigns by tracking the status and conversion of your leads in real-time

Features & Advantages of HuB 1

    Admin

  • Dedicated Dashboard
  • Customise system features as per your business/process needs
  • Create personalised leads form, labels, fields etc. as per your busiss/processne
  • Create, customise and manage product/service, variants, categories, etc.
  • Manage & view – Users, Leads Allocation, Status & History
  • Manage users’ access to various features, data and information
  • Define user roles & permissions as per organisation/process hierarchy
  • Manage lead access & type of lead
  • Assign leads to users based on lead status, quality and stage
  • Search specific lead through unique ID, name, phone number & email
  • Add new leads into the system manually if not present in the database
  • View daily tasks/priorities based on the status of lead
  • Add new opportunity for existing lead
  • View leads of other users through search (contact information hidden)
  • View complete contact history for searched lead(s)
  • Monitor performance of every user through a unique dashboard display that gets refreshed every day
  • Manage multiple users/accounts at different locations from one location
  • Assign/transfer leads to users as per category/specialisation/status, etc.
  • Download reports anytime in different formats
  • Get custom reports based on desired parameters

User/Counsellor/Caller/Agent

  • Dedicated Dashboard
  • View daily tasks/priorities based on the status of leads
  • Filter leads based on category, product/service and variant
  • Click & view allotted task (leads)
  • Update status and remark of leads based on the conversation
  • Search specific lead through unique ID, name, phone number, email
  • Add new opportunity for existing lead
  • View leads of other users through search (contact information hidden)
  • Add new leads into the system manually if not present in the database
  • View summary based on the status of leads
  • View complete contact history for searched lead
  • View personal profile, and make desired changes and modifications

Note:
A user can have access to various other/all features of the LMS based on permission granted by the Admin