LeadGo

Lead Management Tool

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About Product

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.

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Highlights

An effective dashboard to get an overview on required information

An ease in adding payments and products on an invoice

Convert Lead into Deal

Restriction on client and user permissions. Assigning role to users and managing their permission through multiple modules

Availability in multiple languages makes it a tool accessible on global platforms

Accessible by multiple users and clients

Managing various pipelines and its stages to understand the true standing of a deals and leads

Kanban board management for managing progress of deals and leads

Calendars and notes to keep a tab on important matters

Facilitates label creation and product addition

Your client can pay invoice via Paypal and Stripe based on your setting

Customization of field setup for deals, products, users and clients

Add currencies according to requirement as well as company profile setting for invoice purpose

10 attractive pdf templates and a colour palette to customise your invoice

Efficient Dashboard

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.

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Deal Regulation

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.

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Chat

Initiate conversations with users. Talk about important matters immediately without any hassles.

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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.

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Invoice Management

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.

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System 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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15+ Business tools

Find out 15+ products that based on your office or business routine work. Its a highly effective tool to improvise your business operations.

6 months technical support

Use our dedicated support tool to send your issues or suggestions. We are here to help anytime: support.rajodiya.com