Lead Generation (New Party Visit)

New Customer

  • Lead Generation

  • New Customer Entry

  • Information with Name, Address, GST, Email, Mobile Information

  • Scan Visiting Card and Get Data

  • Upload Visiting Card

  • Next Visit Date and Time for Auto Reminder

newCustomer
followUp

Follow up

  • Follow-Up System For New Customer

  • Site Visit Or Call Follow-Up

  • Check In and Out In Follow-Up

  • Short Visit with Required Information

  • Set Information, Location, Upload Document Options

  • Verify Customer By Upper level User

Analysis

  • New Lead V/S Conversion

  • Conversion Ration For Analysis

  • Lead Analysis Reports

Analysis
meeting

Meeting

  • Set Meeting Schedule

  • Meeting Approval

Team Track

  • Show Down line New Lead

  • New Lead with Follow-Up Report

  • New Customer Verification by Upper Level

  • Team New Lead V/S Conversion Analysis

trackerTeam