Lead Management Software
This lead management software is a lighter tool than a full CRM. It suits teams whose main problem is enquiries lost between Excel sheets and WhatsApp chats. What it gets right is speed: a new lead reaches a named person within minutes, and someone is alerted if nobody calls.
Telecallers, Sales executives, Marketing managers, Owners
Web, Android and iOS
Built for the way your trade works.
A lighter tool than full CRM, for teams whose main problem is enquiries lost between Excel sheets and WhatsApp chats. Can grow into the industry CRM later.
Pull leads automatically from website forms, ads, trade portals and WhatsApp
Assign leads by area, product or round robin within minutes
Alert when a new lead is not called within the set time
- Catch duplicate enquiries from the same phone number
- Schedule follow-ups with reminders and call notes
- Send first reply and brochures on WhatsApp automatically
- Mark lost leads with reason for later review
- Compare sources by cost, leads and orders won
- Show each salesperson's pending follow-ups and conversion
- Convert a won lead into customer, quotation or order
A day's work, in order.
Lead arrives
Enquiries from website forms, ads, trade portals and WhatsApp come in on their own.
Duplicates are caught
A repeat enquiry from the same phone number is flagged, not handed to a second person.
Lead is assigned
It goes to a salesperson by area, product or turn, with an alert if not called.
Follow-ups run
Each call is noted and the next follow-up date is set with a reminder.
Lead is closed
Won leads become a customer, quotation or order. Lost ones carry a reason.
Sources are compared
You see which source brings orders, not only enquiries, against what it costs.
5 modules, one set of books.
Each module writes to the same records, so stock, production and accounts never disagree.
Lead management
Collects leads from the website, WhatsApp, calls, exhibitions and the field team into one list, assigns them by area…
About this module Sales and serviceCRM
Keeps every customer's contacts, enquiries, quotations, orders, complaints and follow-ups in one record.
About this module Data, AI and integrationWhatsApp integration
Sends invoices, payment reminders, order status and reports on WhatsApp automatically through the WhatsApp Business API.
About this module Data, AI and integrationMobile app
Android and iOS apps for owners, sales staff, store keepers, technicians and employees: approvals, orders, stock scan,…
About this module Data, AI and integrationBI dashboards
Live charts of sales, collections, stock, production and cash, with drill-down to the entry behind each figure.
About this moduleIndustries it serves.
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ViewQuestions, answered.
We get enquiries from trade portals, ads and our website. Can they all come into one list?
Yes. Enquiries from website forms, ad campaigns, trade portals and WhatsApp are pulled in automatically. Nobody has to copy them from email or a portal login into Excel, and each one is assigned at once.
How is this different from your CRM?
Lead management covers the stage from enquiry to order: capture, assign, follow up, close. The CRM adds quotations, customer history, field visits and after-sales follow-up. You can start here and grow into the industry CRM later.
How do I know my telecallers are following up?
Each person has a list of follow-ups due and overdue. You see pending follow-ups and conversion for each salesperson, and get an alert when a new lead is not called within the time you set.
Does it suit a business like insurance, real estate or education?
Yes. An insurance agency follows a lead through quote and proposal, a builder through site visit, a coaching class through counselling and admission. The stages and lost reasons are set to match how your sale really moves.
Does Lead Management Software work on mobile?
Yes. It runs on Web, Android and iOS, so people on the floor, in the field or on the road work on the phone while the office works on the full screens.
Can Lead Management Software be changed to fit how my business works?
Yes. Kreon builds and supports it, so screens, reports, approvals and rules are shaped to your process. Tell us what is different about the way you work and we will show you how it fits before anything is built.
See Lead Management Software working.
Book a demo and we will walk you through it with examples from your own trade, then tell you plainly what would need to change for your business.