Features

Set up a password policy to protect your organisation's data and limit user access.

Quickly add members to your sales team by entering employee details, roles, designation, and hierarchy. Edit roles to manage access controls for each role. Add a new designation and assign more responsibilities to your employees to manage project tasks. Define organisation hierarchy for a streamlined workflow.

Manage organisations you collaborate with effectively by grouping them. Quickly import organisation details from CSV. Lead Force supports integration with other enterprise solutions to maintain and manage error-free organisation details.

Enable omnichannel customer experience by sourcing leads from various channels. Add new lead sources and export leads with a single click on any format such as Excel, CSV, or pdf to integrate with other enterprise software. Create lead generation forms with a single click using the Web to Lead option.

Customise your business pipeline stages according to your business goals. Add or delete pipeline stages and categorise leads based on where they are placed on the pipeline.

Define activities that your agents can perform to convert leads into customers. Create, edit, or delete activities to make it easy for your sales agents to keep track of their interactions with the leads.

Effortlessly create multiple email templates for invoices, proposals, and reminders and show alerts to send to your leads and customers. Customise the email templates by populating your email from existing fields pulled from the customer, employee, and company databases.

Create your own custom fields for use with any entities, such as customers, leads, employees, organisations, and more associated with Lead Force CRM. Customise fields for storing relevant data you want to use within the CRM.

Custom create pipelines for your company's service and add pipeline stages according to specific project requirements. Export while pipelines in Excel, CSV, or PDF format for use in other enterprise applications.

Fine-tune your sales team performance by gathering data about unsuccessful leads by understanding what went wrong. Customise reasons which result in a deal loss for your sales team. Help your sales team overcome their challenges by understanding the challenges better.

Efficiently manage your sales team by allocating the right person for the right job on demand. Transfer all the information about a lead to another employee with a single click. All interactions with the lead or customer will be transferred to the new employee so the customer will always get the same quality support.

Manage multiple sales teams simultaneously by assigning followers to employees.

Unlock the full integration power of Lead Force CRM by quickly importing deals and contacts from other outside sources. Save several hours of manual labour by avoiding data entry by simply loading all the information you already have.

Set up your sales team for success by setting up different currencies used by your sales team. There is no need for your sales team to be involved in currency exchange rate overhead when they can simply choose the currency and get going.

Change your company information in one place and let Leadforce update company details everywhere it is used, such as invoices, payments, estimates and any other document where company information is loaded.

Set up email configuration to integrate emails right into Lead Force CRM. Send and receive emails directly from Lead Force without switching to another platform. Choose whether you want to link with deals automatically. Save emails locally for referencing later.

Manage your sales team effectively by assigning activities to agents who are available or agents who can perform better. Simply transfer activity from one employee to another to provide a seamless customer experience.

Set your reporting target to customise reports according to your needs.

Manage call settings for your agents right from Lead Force CRM so they can call customers directly from Lead Force. Set up call access rights, choose calling channels, and record calls using a single platform.

Update your tax information by adding or removing taxes based on services provided. The tax information will be preloaded automatically while creating invoices and bills.

Customise deals data at a granular level by activating, deactivating, and prioritising required fields.

Customise your invoice directly from Lead Force to maintain a standardised invoice format for all clients.

Enable or disable reminders on the user or company level to ensure that all the employees can synchronise their calendars and be at the ready when their service is required.