Create, nurture and track sales leads. Manage sales potential for each lead and manage email campaigns and newsletters to educate your potential customers.
The system allows you:
- Lead Management - enter and track sales leads. Enter lead info, such as contact details, events and tasks, potential deal volume, lead maturity level and track the lead status
- Companies - group leads by company and view summaries with drill-down. You can see the leads, the events and the sales potential for each company
- Events - track tasks and events surrounding leads. Create and manage tasks and events directly from within a lead and get indication of overdue tasks
- Lead Nurturing - automate mailing campaigns and newsletters. Create automatic drip campaigns, reminder emails and manage your own newsletters
Templates are provided "as-is", free of charge, for UltimateForms customers. Feel free to make any desired modifications.
For more info, click here.
For more info, click here.
Powerful Forms
State-of-the-art responsive forms, complete with tabs, permissions, dynamic rules, repeating sections, electronic signatures and advanced validation, powered by our AI-assisted form generator
Powerful Automation
Replace complex workflows with simple, but powerful actions to create and update data inside SharePoint and in a variety of integrated applications and databases
Powerful Reporting
Transform data into actionable insights with detailed exportable reports, sophisticated dashboards, color-coded calendars and dynamic charts
100’s of Templates
Build and replicate business solutions with ease, selecting from our vast free library and creating your own custom templates, all installed with a single click
