Leads Management Database

This preconfigured web-based database provides your team with a centralized searchable environment to manage sales leads.

Description

This preconfigured online database provides your team with a centralized searchable environment to manage sales leads.

What's Tracked?

  • Leads
  • Tasks
  • Events
  • Calls
  • Outbound E-Mails with E-Mail Templates
  • Notes & Attachments

Structure

Screenshots

Lead
Lead
New Task
New Task
New Event
New Event
Log a Call
Log a Call
Send an E-Mail
Send an E-Mail
New Note
New Note
Attach File
Attach File
E-Mail Template
E-Mail Template

To help you make the system work for your needs, we have developed the following service program:

  • Discuss your needs with our staff.
  • We'll determine and confirm the workflow logic of your database.
  • We'll create a ready-to-use database to fit your exact business model.
  • You'll get a solution designed especially for your needs.

Any support materials, such as spreadsheets and real-life work samples would be very helpful as they would help us better understand your business process.

We offer free system configuration assistance (up to 4 hours of consulting work). If you decide that our database is not exactly what you need - you owe nothing.

Contact Us

Do you need help?

Questions? Call us at +1-847-465-3930.
Contact Us and we'll give you a Quick Start for free.
Hire one of TeamDesk Experts for specific help.