Highlevel Overview
For your business to have enough converted leads in the future, you need to have a sufficient quantity of open leads in the earliest stages now. Mokas LeadsPipe by Mokas IT is an intuitive and powerful SuiteCRM tool dedicated to leads management. Developed after several customer requests, it follows the same module format of the popular sales management solution, Mokas SalesPipe.
Key Features
- All active leads are in a Kanban view available in desktop dashlet or separate view in leads module
- Drag and 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
How it Works
LeadsPipe can be displayed as dashlet on the homepage, so all open leads are conveniently on your desktop.
Or, view in Leads module
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
Few Clicks
Plan and monitor activities related to lead
Predict and Estimate
Monitor Sales health by tracking total number of open leads in each stage.
To learn more about this solution, go to Mokas LeadsPipe or search for "leads management."
-
Dynamic Forms / Smart Forms
SuiteCRM Dynamic Forms enables you to create multiple forms with different purposes for any record. This is great for a number of various industries which requires multiple types of forms be attached to each customer's records. Dynamic forms has the ability to add many types of fields to your f...
-
Email Sync
Email Sync add-on for SuiteCRM provides users a way to customize their personal email inbox to send, receive, view, and store emails for convenient retrieval and reference at any point in time.
- Show more addons