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. With a SAAS version create plans using a super admin login.
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
Get your payments done with stripe and paypal payment gateway while user purchasing plan
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.
Deal Regulation
Manage deals by easy drag and drop system. Easily relocate the deals to various stages through the Kanban board system. 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.
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.
Chat
Initiate conversations with users. Talk about important matters immediately without any hassles.
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.
Create plans and get payment
With a super admin login, create plans that are most feasible for your business model. Select an appropriate pricing and duration for created plan. You can allot user, client and maximum number of deals. Get payment using stripe and paypal payment gateway. The plan would be disabled if not renewed after its expiry.
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6 months technical support
Use our dedicated support tool to send your issues or suggestions. We are here to help anytime: support.rajodiya.com