Lead Management

Manage and nurture sales leads

Install UltimateForms to run in your own environment

Create, nurture and track sales leads. Manage sales potential for each lead and manage email campaigns and newsletters to educate your potential customers.


The system allows you:

  • Lead Management - enter and track sales leads. Enter lead info, such as contact details, events and tasks, potential deal volume, lead maturity level and track the lead status
  • Companies - group leads by company and view summaries with drill-down. You can see the leads, the events and the sales potential for each company
  • Events - track tasks and events surrounding leads. Create and manage tasks and events directly from within a lead and get indication of overdue tasks
  • Lead Nurturing - automate mailing campaigns and newsletters. Create automatic drip campaigns, reminder emails and manage your own newsletters

How to install

You can install on your own SharePoint sites, online or on-premises

1. Install UltimateForms

Still don't have UltimateForms installed? Get it now! It's an all-in-one suite to build a wide variety of sophisticated busines processes directly in your browser.

2. Apply Template

Open UltimateForms, click on Install Business Solutions on the toolbar. Click on the desired solution, then click Install. A brand-new site will be created with the solution already deployed.

3. Customize

Fine-tune your solution to exactly match your business requirements. Use UltimateForms to add and modify columns, change form settings, add validation rules, alerts, actions, print templates and many other features, without a single line of code.
Solutions are provided "as-is", free of charge, for UltimateForms customers. Feel free to modify the site in any way you deem fit, adding or removing columns, adding or modifying list views or changing the homepage layout.
Most solutions are ready for use once installed. A small minority of solutions require you to add users to site groups. Once the site groups are populated, you can start using the process.
For more detailed installation and configuration instructions, visit this page.

What is right for you?

Online Trial

Not ready to install yet? Create a trial site in our environment
  • Full control of the site and its settings
  • Optionally pre-install one of our business solutions
  • Site provisioned automatically
  • Expires after 30 days
Register Now

Installation

Install in your own environment, on Microsoft 365 and on premises
  • Start working with your real users and data
  • Install on SharePoint Online or on premises
  • Register for 30 day trial
  • Trial can be converted to paid license
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