Features of Lead Management App

Make your own workflow

It can be easily customized for your marketing teams accroding to what you choose. Use an out-of-the-box workflow, or create one to match the way your team works.

Streams for your workflow

Stream is set of your milestones. Create unlimited streams according to your different marketing strategies or services.

Land unlimited leads and milestones

Add your leads into different - different milestones which shows you that at what stage your lead is. You can change the name of milestones according to your requirement.

Add tags to lead

Add tags to leads that helps you to identify it e.g. If you marked the red label as a high priority then you can filter all high priority leads and these are vailable across all streams.

Quick filters for everything

Apply filters while working on leads, todos, contacts and even on ogranization. Various options with custom fields tofind defsired results. Filter can also be saved.

Manage your contacts and organizations

It can be easily customized for your marketing teams accroding to what you choose. Use an out-of-the-box workflow, or create one to match the way your team works.

Collaborate with your team

Use smarter way to lead team and always make great collaboration with your team.

Todo Lists

Don't forget what you have to do. Add todos for your leads of different types like email, call, meeting and tasks etc.

Notes for leads

Save all important information or conversations that should be with it e.g. points of meeting or any other important information to remind about for assigned user.

Attach files with leads

You need not to maintain important files in your drive, just attach any kind of files and forget. Downloading file is just one click away.

Get notifications

User will get notification when any lead assigned to him and can also choose to get notification for the leads by following.

Manage payments in leads

Maintain records of payment received from specific lead or customer in account which will could be viewed from insight reports as well.

Track actions on date

Count your specific actions on date and get total in the end of the day or month. It very useful to track calls & specific action performed

Custom Fields

For Leads

Create unlimited fields to save custom data with leads.

For Contacts

Increase the fields of contact form with customized fields to save more information.

For Organizations

Extra fields for saving more about organizations.

Import and Export

Import

Quick start with bulk import leads, contacts, organization, todos from excel file. Just map your columns and that's it

Export

You also have facility to export leads, contacts, organization, todos in excel with column filtering.

Categorize your leads by products, sources and locations

Keep adding leads according to category and identify it easily.

Add products or services

Add the product or service which the client wants to purchase with quantity and discount. Multiple products for one lead can be added.

Where lead has come from? (Sources)

There are lots of ways that a lead can come e.g. online form, social sites, reference and many more. Multiple sources for one lead can be added.

Define with location

You can select and add location into particular lead. It'll help you to know from where you are getting more leads.

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.

Set Goals and achieve them

Admin can set the goals of the particular user. User and admin both can check the progress of the goal. Goal can defined for lead won or of lead price for different streams as well.

Effective & automated reports

Track leads and your team performance with these usefull reports

Users Activity Reports

Check report of users activity for particular day or for date range. Select activity type for more filtered approach.

Learn More

Insight reports

Combined reports to know and get overview of all the leads by stream, milestone, user, lead won & lost, dates, products, sources, locations, payments and actions.

Learn More

Summary Emails

Summary report are truly automated to send emails on the frequency you set. You get summary of user activities, stream, missed todos by users in your inbox.

Learn More

Don't only listen to us

Read what other says

Before using Leadxen application I always used to do manual work, as to make calls to my fellow colleagues, to ask then their status of work which they have done in entire day. But now I don’t have to ask anyone status, I can see their complete work report and come to know the entire status of all their leads which they have followed. Its helps me to track the target achievement of all fellow colleagues and maintains a proper Dashboard of all of them.

Once again a great thanks for this great sales CRM like Leadxen !!!!
Jagmeet Singh
Marketing Manager - Macwill Information Systems Pvt. Ltd.

Leadxen provided us with an interface where we can assign and follow-up leads, a highly customizable way of setting targets and monitoring performance, as well as great reporting tool with chart and dashboard capabilities. We have managed to customize to fit exactly the business requirements of our sales team, with very little IT knowledge required.

I am very thankful to Macwill for developing such a great CRM tool which helped us to do followup with customers without even a single miss , which leads to customers' delight and our profitability.
Maninder Singh
MG Investment Consultants

WDIC is using Leadxen application for a few months and I am quite satisfied with features, speed & user friendly interface. It resolved the main issue of following a lead and maintaining proper records of the follow ups. Now it's quite easy to follow the lead with the help of TODO feature and you never miss to follow a client.
Reporting feature is also good, the customization of reporting system enables a supervisor to keep a sharp eye on activities of all users of Leadxen. Email synchronization and document uploading feature is also good to keep all the related communications and files at one place. I will be pleased to give 7 out of 10 rating to Leadxen.
SP Singh
CEO - WD Immigration Consultants (WDIC)

We started using Leadxen since Dec'15 and its quite user friendly. Earlier we use to track all our leads manually but now with Leadxen its has become easy for my team to track leads, timely follow up on them and maintain all records. The life is quite easy now with this tool.
Also, it becomes easy for the leadership to keep an eye on each and every activity of their team member and ensure there are no loop holes. The best part is the Leadxen team works on the feedback and get back to us by fulfilling most of our needs. Thanks Macwill for creating this tool !!
Nitika saini
Branch Head - Raffles Educity

Everything is at one place

Make your own workflow

It can be easily customized for your marketing teams accroding to what you choose. Use an out-of-the-box workflow, or create one to match the way your team works.

Streams for your workflow

Land unlimited leads and milestones

Add tags to lead

Quick filters for everything

Manage your contacts and organizations

It can be easily customized for your marketing teams accroding to what you choose. Use an out-of-the-box workflow, or create one to match the way your team works.

Collaborate with your team

Use smarter way to lead team and always make great collaboration with your team.

Todo Lists

Notes for leads

Attach files with leads

Get notifications

Manage payments in leads

Track actions on date

Custom Fields

Import and Export

Categorize your leads by products, sources and locations

Keep adding leads according to category and identify it easily.

Add products or services

Where lead has come from? (Sources)

Define with location

Secure and Reliable: your business is safe with us

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.

256 bit SSL security

Daily database backups

Set Goals and achieve them

Admin can set the goals of the particular user. User and admin both can check the progress of the goal. Goal can defined for lead won or of lead price for different streams as well.

Effective & automated reports

Track leads and your team performance with these usefull reports

Users Activity Reports

Insight reports

Summary Emails

Don't only listen to us

Explore

About

Let's boost your team and accelerate your sales

Make your own workflow

It can be easily customized for your marketing teams accroding to what you choose. Use an out-of-the-box workflow, or create one to match the way your team works.

Streams for your workflow

Land unlimited leads and milestones

Add tags to lead

Quick filters for everything

Manage your contacts and organizations

It can be easily customized for your marketing teams accroding to what you choose. Use an out-of-the-box workflow, or create one to match the way your team works.

Collaborate with your team

Use smarter way to lead team and always make great collaboration with your team.

Todo Lists

Notes for leads

Attach files with leads

Get notifications

Manage payments in leads

Track actions on date

Custom Fields

Import and Export

Categorize your leads by products, sources and locations

Keep adding leads according to category and identify it easily.

Add products or services

Where lead has come from? (Sources)

Define with location

Secure and Reliable: your business is safe with us

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.

256 bit SSL security

Daily database backups

Set Goals and achieve them

Admin can set the goals of the particular user. User and admin both can check the progress of the goal. Goal can defined for lead won or of lead price for different streams as well.

Effective & automated reports

Track leads and your team performance with these usefull reports

Users Activity Reports

Insight reports

Summary Emails

Don't only listen to us

Explore

About

Follow us

Let's boost your team and accelerate your sales