LEAD MAGEMENT SYSTEM (PRE – SALES)
LMS streamlines the entire lead lifecycle from capture to conversion.
Sales teams often struggle with disorganized pipelines, missed follow-ups, and poor conversion rates.
LMS addresses this through real-time alerts, dashboard views, activity tracking, and campaign tools (WhatsApp, Email, SMS).
It integrates with platforms like NoBroker, Housing.com, and company websites, and supports in-app calling and recording.
Power BI reports provide insights into lead sources, team performance, conversion rates, and inactivation reasons.
Other Key Features
- Boosts lead conversion rate
- Reduces sales cycle time
- Improves team productivity
- Enhances customer experience
- Offers better pipeline visibility
- Run Campaigns: Bulk Messages, Bulk Emails, or WhatsApp.
- Generate Reports: Leads vs. Site Visits vs. Bookings.
- Pull Reports on New Projects: User preferences, budgets, and location during project launch.
- Call Recordings : System will store the call recordings , can use for future analysis.
Create Lead
- Generate leads using the Create Lead option or Bulk upload from Excel.
- Integrate with Third-party lead generation services (e.g., Magic Bricks, NoBroker.com).
- Auto-assign leads to Pre-Sales employees based on frequency settings.
- Call customers directly from the software with integrated calling functionality.
- Add and manage lead activities such as call conversations and reminders.
- To do list : In the dashboard can we view today activities.(i.e. call back reminders).
- Create site visits for leads approved for visits.
Site Visit
- Manage lead activities seamlessly post-site visits.
- Create site visits directly as needed.
- Note details like next site visits and related information.
- Check flat availability and hold details in a graphical format.
- Pull flat cost information, including amenities and maintenance details.
- Generate price sheets for leads.
- Inactivate leads with a valid reason.
Booking
- Convert finalized site visits into bookings.
- Approvals : Can set approvals based on the cost negotiation thresholds.
- Create direct bookings without the need for site visits.
- Assign available flats for site visits efficiently.
- Add Quoted Price and Deal Price details, with auto-loaded information from Master Data.
- Upload and manage Basic KYC details.
