CRM & Lead Management Software
Every enquiry tracked from first contact to sale, so no lead goes cold and you can see which marketing actually pays.
Need something built from scratch instead? See our custom CRM & ERP development.
What it does
- Pipeline board by stage, an all-leads list and a "My leads" view
- Lead records with source, estimated value, expected close date, probability and owner
- Duplicate warning on new leads, and a merge tool
- Your own pipeline stages, with lost-reason tracking
- Activity log of calls, meetings, emails, WhatsApp, site visits and quotations, each with an outcome
- Follow-up scheduling with a "follow-ups due" queue
- Lead assignment with optional round-robin and stale-lead warnings
- Team comments with @mentions, and file attachments on each lead
- Convert a won lead into a customer, quotation or sale
- Marketing spend recorded per source, for cost per lead
Reports included
- Pipeline Funnel
- Conversion by Source
- Source ROI
- Activity Volume
- Lead Accountability
- Time to Convert
- Stage Velocity
- Win/Loss Analysis
- Owner Performance
- Sales Forecast
- Stale Leads
- Lead Register
- Customers Report
Works with
Core is included in every Evantra installation. Each module, including this one, is licensed separately, so you only pay for what you switch on. Every installation includes hands-on training and a written user guide for each module you select.