Lead Management System

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
Note that because the whole system is based on regular SharePoint lists, without any custom data entry forms, you can freely modify the process to better adapt it to your specific needs.

Upon site creation you need to add your users to the site groups. Once the site groups are populated, you can start using the process. 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. The installed products will function fully for 30 days, after which you need to purchase licenses to continue using the site.

All templates require US English language pack to be installed on the farm.
Our templates can be installed on SharePoint Foundation 4.0/5.0 or SharePoint Server 2010/2013/2016.

This business process is available for download as a self-installing, self-configuring site template for SharePoint Foundation 4.0/5.0 (SharePoint 2010-2016). The template itself is free to use, but it is based on our commercial product - UltimateForms. Trial versions of the necessary components are installed automatically by the template. Once purchased, the product can be used to improve all sites, based on our templates or the ones you create yourself.