Lead Management Easily track and follow up with leads to boost conversions

Effortless Lead Organization

LionO360 CRM Lead Management helps you organize and prioritize your leads effortlessly. Set task reminders, keep detailed contact records, and track lead activities, all in one place. With AI-powered lead scoring, you can find high-quality leads, prioritize them, and focus your efforts on where they matter most.

• Customize your sales pipeline to match your business processes.
• Manage large volumes of leads efficiently.
• Instantly retrieve all lead details with a simple email lookup.

Automated CRM Lead Management System

Automate your lead processes and never miss any opportunity. With LionO360 CRM lead management system, you can define automatic workflows triggered by lead creation or edits. Schedule time-based actions, such as welcome or follow-up emails.

• Users can tag team members using mentions.
• Tagged users receive notifications, ensuring clear communication and faster follow-ups.
• Clicking a tagged user’s name opens a pop-up with their details, enhancing collaboration.

Customize Your Sales Cycle

Ensure consistent outreach to support ongoing revenue from existing customers. For example, customers who have not placed orders for 90 days (about 3 months) (about 3 months) can be marked as inactive to prompt follow-up. This approach helps increase productivity and accelerate movement through the sales funnel, enabling your team to close deals more efficiently.

Our Lead module features multiple stages that correspond to where a contact is in your sales cycle. What makes this module especially valuable is its full customizability; you can configure and tailor the stages to perfectly fit your business needs.

Duplicate Lead Validation

Drop messy, duplicate data. LionO360’s duplicate checker keeps your leads database clean and reliable. Audit reports offer a clear view of any changes, so your team always works with the most accurate information.

Stop duplicate entries with configurable validation rules based on fields like Name, Email, or Business Name. This helps maintain clean and accurate lead data.

Create custom tabs or sub-lists for Leads based on saved search criteria to organize and access specific lead records easily with lead management software.

Lead Details & Insights

Connect multiple contacts to a single lead, tag former customers, and link countless opportunities to one account. Visual dashboards and charts show what is working and what is not, enabling you to focus on high-performance strategies.

Lead templates on lead management software now include field tooltips, search functionality, and custom icons, making data entry easier, faster, and more intuitive.

Task Management

Streamline your sales activities with intuitive task management. Automate follow-ups, set reminders, and prioritize your best opportunities, enhancing your team’s productivity and boosting conversion rates.

Perform tasks faster with an Action button to manage workflows more efficiently within the CRM for lead management.

Business Card Reader

Easily capture lead information on the go. Simply scan a business card, and LionO360 CRM for lead management automatically populates the lead details, making it ideal for trade shows and field sales teams.

AI-Based Lead Scoring & Customer Grading

Use AI to score leads in lead management software, based on quality and prioritize them effectively. Customer grading considers factors like location, revenue, and employee count, allowing you to find your best-fit customers quickly. Missing data is automatically flagged, helping your team fill gaps and improve conversion rates.