Lead-Client Management
Manage all aspects of your clients in one place..
CRM Labels
You can add labels to deal.Different color labels can add to make the deal unique..
CRM Export:
Can export deals, contacts, tasks, companies.Deals and tasks can be export by date range or pipeline.
CRM Activity:
See the all activity in your application for deals.Check activity of add/edit/delete deal, task, products, sources, comments, contacts..
CRM Deal Activity:
In deal dashboard you will see the all activity in deal like user assign, task, source, product etc added/edit/delete..
Lead CRM -TaskX Increases Your Productivity
- CRM Pipeline: Admin can create pipeline.Pipeline access permission to User.Add stages and deals in pipeline.
- CRM Stages: Admin can create stages in pipeline.Drag Drop stages to change order of stage in pipeline.Add deals in stage.
- CRM Deal: Create deal and assign deal to users.Add task, source, product, comments, contacts in deal.
- CRM Sources: Add deal sources in application and assign source to deal.Check all deals in source.
- CRM Messaging: You can send any private message to your client or client can send you any message.
Makes money for startups
- CRM Task Management: Admin/User can create task.Assign task to User.Add task in deal.
- CRM Products: Add products in applications and assign products to deal.Set product quantity and discount on products.
- CRM Report: See the report of deals in stages.Pie chart and table two types of reports.Check report of active deals,won deals,loss deals,price of deals.
- CRM Contact Management: Create contacts and social details of contact.Add contact in deal. Add contacts in company.
- Admin Demo user ID:- info@followups.in Password:- demo123.
How Does It Work?
EveryDay Wokflow for your Business.
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Free Register
Register and Select Plan as per your Needs
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Add Leads-Deals
Select your date, time or whenever you want to publish on each your social accounts. A few clicks to complete and enjoy.
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Analytics Performance
You can see all your posts how it work and increase does. It will help you control your audiences and getting more target
You Can Opt Lite Version LeadX- Google Sheet-App Scripts , a lead & Deal management web application built on top of Google Sheets using Apps Script. Boost Productivity & Sales Growth: Streamline your Lead Deal management process.
LeadX helps you track leads through various stages like Lead, Contacted, Pitched, Negotiating, Closed-Won, and Closed-Lost. You can easily filter, edit, and manage leads, while it also logs all changes made to records with a detailed edit history. set up users, modify stages, and customize the app to suit your needs. Tailored for small businesses, this customizable Excel spreadsheet is your solution to maintaining organization, efficiency. Seamlessly track your Prospective client (Lead- Deals) communications and tasks, simplifying your workload effortlessly. 2 Team with 2000 Lead work Flow
LeadX- Lite - 1Time Pay Life Time use Only 19 $
Watch DemoChoose your pricing plan OneTime Do-Your-Self - Or Pay Per use( SAAS) Done-For-You.
We have two types of solutions for you 1. If you are running SMB then you can select lite version one time payment lifetime use. Power To Google Sheet-AppScript-Google Drive 💻 1-Time Pay Life Time Use Buy Now $ 49
2 For SME and Corporate you can use SAAS version which is based on usage per pay. You can choose SAAS plan according to your data Length.