Lead Management▶ All templates

Manage and nurture sales leads

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
Templates are provided "as-is", free of charge, for UltimateForms customers. Feel free to make any desired modifications.
For more info, click here.

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