Lead Management All solutions

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
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.
For more info, click here.

What is right for you?

Online Trial

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  • Full control of the site and its settings
  • Optionally pre-install one of our business solutions
  • Site provisioned automatically
  • Expires after 30 days
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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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