Lead Management
Transform prospects into customers with our powerful lead tracking system. Auto-assign leads, track interactions, and convert more opportunities with data-driven insights and automated follow-ups.
What is Lead Management?
Our Lead Management system is a comprehensive CRM solution designed specifically for insurance sales teams. Track every lead through a 6-stage workflow from initial contact to conversion, with automated follow-ups and real-time analytics to maximize your sales success.
Key Features
Lead Capture & Scoring
Capture leads from multiple sources with auto-numbering (LD-YYYYMM-XXXX) and intelligent scoring based on engagement.
Smart Lead Assignment
Auto-assign leads to sales agents based on territory, workload, or custom rules for optimal distribution.
6-Stage Workflow
Track leads through New, Contacted, Quotation, Interested, Converted, and Lost stages with automated transitions.
Activity Tracking
Log calls, emails, meetings, and follow-ups with timestamps and notes for complete interaction history.
Follow-up Automation
Set automated reminders and WhatsApp follow-ups to ensure no lead falls through the cracks.
Conversion Analytics
Track conversion rates, pipeline velocity, and agent performance with real-time dashboards.
Why It Matters
Increase Conversion Rates
Automated follow-ups and intelligent tracking increase lead conversion by 40% on average.
Faster Response Times
Auto-assignment and instant notifications ensure leads are contacted within minutes, not hours.
Complete Visibility
Know exactly where every lead stands in your pipeline with real-time status updates.
Optimize Team Performance
Identify top performers, coach struggling agents, and distribute leads fairly for maximum results.
How It Works
Capture Lead
Add leads manually or import from web forms, calls, or referrals.
Auto-Assign
System assigns lead to the right agent based on your rules.
Track Activities
Log all interactions and move lead through pipeline stages.
Convert to Customer
One-click conversion creates customer record and links policies.
Related Features
Customer Management
Convert leads to customers seamlessly with complete profile creation.
Learn More →WhatsApp Integration
Send automated follow-ups and reminders via WhatsApp Business API.
Learn More →Ready to Convert More Leads?
Start your 14-day free trial today. No credit card required.