Lead management

Lead management is a fundamental aspect of Toscana CRM module, aimed at efficiently capturing, nurturing, and converting potential customers into paying clients. Toscana CRM allows you to capture your lead easily by manually entering leads, and providing essential details such as names, contact information, and lead sources.

You can also track all your leads within our CRM module. The system enables you to assign statuses to leads, such as "New," "Contacted," "Qualified," or "Deal closed." This helps prioritize and manage leads effectively. Additionally, you can use Toscana’s lead scoring system to rank leads based on their likelihood to convert. This aids in focusing efforts on high-potential leads.

You can track the lead by its source (website, social media, trade shows, recommendation etc.), which helps in assessing the effectiveness of different marketing channels.
Each lead can be assigned to a sales employee, which ensures accountability and helps in tracking follow-up activities. Once a lead displays genuine interest or intent to purchase, it can be converted into an opportunity or deal within the CRM system.

Finally, CRM systems provide reports and analytics tools to track the performance of lead generation campaigns, conversion rates, and the effectiveness of various lead sources.