by MokasIT

Mokas LeadsPipe is an intuitive and powerful leads management tool for your SuiteCRM. Developed after several customer requests, it follows the same format of our popular sales management solution, Mokas SalesPipe.

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Powerful leads management tool for SuiteCRM

Mokas LeadsPipe is an intuitive and powerful SuiteCRM tool dedicated to leads management. Developed after several customer requests, it follows the same module format of our popular sales management solution, Mokas SalesPipe.

Key Features

ALL ACTIVE LEADS ARE ON A DESKTOP - leads are in a kanban view available in desktop dashlet or separate view in leads module.
DRAG & DROP - easily changeable stages.
FEW CLICKS - easily manage and plan activities related to leads.
IDENTIFY problematic leads that need more attention.
PREDICT AND ESTIMATE future lead conversion quantities.
GAMIFY LEADS MANAGEMENT - dead and converted quantity of leads are always visible. That makes users feel like real players!

All Open Leads On Desktop

LeadsPipe can be displayed as dashlet in Homepage

LeadsPipe Home Page.png

or View in Leads module
LeadsPipe view.png

Lead cards contain information such as:

  • Leads name with active link
  • Days in this stage
  • Assigned user name

You could filter LeadsPipe by:

  • One or few assigned users
  • Lead's name
  • One or few stages

Drag & Drop

Simple drag-and-drop functionality makes LeadsPipe user's lives easier. By drag and drop it is possible to:

  • Move from one sale stage to another
  • Move lead to converted or dead position

LeadsPipe Drag_drop.png

LP view activity.png

Few Clicks

Plan and monitor activities related to lead

LP_Add activity.png

Create activity

Sales Pipe create activity.jpg

View activities

Predict and Estimate

Monitor Sales health by tracking:

  • Total number of open leads in each stage

sp_predict and estimate.jpg

To have enough converted leads in the future, you need to have a sufficient quantity of open leads in the earliest stages now.

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