Lead Tracking and Management

Turn more leads into sales opportunities by getting the right lead to the right producer at the right time.

Product Features

Lead routing

Skill based routing determines which producer a lead is sent to based on availability and skill.

ROI Calculation

Integrates with CampaignOne™ to automatically tie a lead back to the campaign for ROI calculation.

Call tracking

Integrates with telephone systems to track call disposition.

Configurability

Fully configurable lead statuses and business rules to audit process and build behavior based workflows based on time and events to makesure no lead is left behind.

Appointment tracking

A robust appointment system with texting and mapping capabilities to communicate appointment details directly to the customersphone for scheduling and routing.

Complete lead lifecycle management

LeadsOne™ enables you to manage all leads, tracking each lead source. Integration with CampaignOne™ ensures that every lead can be tied back to the specific campaign so you can track ROI and make smarter decisions about where to spend your marketing dollars.

Customize processes to turn leads into sales

Fully configurable lead statuses and business rules allow agencies to audit processes and build behavior based workflows based on time and events to make sure no lead is left behind.