LeadGo is a Lead management tool for maintaining precision in managing of multiple leads. Using this proficient tool you could manage the visibility of your leads across various stages in the pipeline. It guarantees improved efficiency with an ease in allocating multiple resources to various leads simultaneously.
Get an overview of total clients, users, deals, and invoices along with a graphical representation of invoice – payment chart. A calendar for the management of deals and task deadlines makes it easier for firms to make informed decisions.
Manage deals by easy drag and drop system. Easily relocate the deals to various stages through the Kanban board system. This feature enables the user and clients to only see the particular deal as and when they log in.
Initiate conversations with users. Talk about important matters immediately without any hassles.
Individual deal features
Add labels and tasks to a particular deal. Change the status of tasks and assign priority to them. Add relevant product, sources and files to it. Converse with a discussion tab and take essential notes. Check the invoices on the given deal and restrict client permissions. Add or remove products and users on a given deal.
Create an invoice for deals by assigning due dates and tax rates. Edit existing invoices by adding products and changing the invoice status. Add payments through available payment modes. Your client can pay invoice via Paypal and Stripe based on your setting.
Customize your system settings by adding currencies and selecting their symbols and positions. Choose the date and time format and assign a prefix to the invoice. Add company details along with your mail id to your system settings.
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