Dashboards are instant snapshots of the most important sales activities. Use dashboard to quickly scan your sales pipeline, calendar appointment and tasks. Dashboard also show you the detailed summary of the current status of all your leads thereby enabling you to track priorities and work effectively.

Contact management feature helps you to maintain and organize all your contacts and companies in one place. View select contacts by applying number of readily available filters. Access critical customer data including key contacts, communication history, and more — quickly and easily.

Lead management feature helps you to view your sales pipeline visually and track the status of every deal in one place by the stages. Move the leads from one stage to another through simple drag and drop operations.

This is your timeline view. It’s where you’ll see every followup and activity for any given lead. Your team has full access to everything that’s going on in the sales process. No one will feel like they’re left in the dark.

Repeated follow ups play the most vital role in closing a sale. Never lose a follow up ever again through LeadCRM. Create easy to-do follow ups on each lead and track all your todo follow ups in one easy place and be on top of them. Receive periodic reminders so you never miss a follow up ever again.

With LeadCRM you can generate professional looking template based Quotations in pdf format which can be shared with the customers using emails. Template based functionality gives you the flexibility to design your own custom Quotations as per your standards and branding. LeadCRM also offers you options to generate & share Quote comparisons with your customers.

Our Email & SMS tools will make sure you’re on top of your pipeline. Enjoy automatic follow-up/renewal reminders, personalized templates, bulk Emails/SMS for renewal reminders, festive wishes, special occasions and more. With built-in one-click Email/SMS, you’ll get in touch with contacts faster than ever.

LeadCRM makes it easy to manage, audit and analyse your insurance commissions. Sort your commissions by insurer, client, policy type, etc. and track commission splits easily. Also, get comprehensive reports to save lapsing cases, identify potential payment problems, and much more.

LeadCRM provides numerous inbuilt Business & MIS reports to give you insight into a variety of metrics such as lead/renewal conversion, user performance, outstanding/received commission analysis, claims analysis etc. to name a few.
Generated reports can be easily exported to excel/csv files for ease of sharing and further use in other systems. LeadCRM also helps you to generate various reports to meet IRDA standards & compliance.

You can fully relay on us to save your important data. It’s your data and we are 100% committed to keep it secure. We use secure and encrypted connections, where informations have privacy