Lead Management

Provision and assign individual phone numbers, along with call recording, to your marketing initiatives, to assess the source of your leads through detailed reports.

Manually or automatically assign incoming leads to team members, contact owners or a matching inventory owner, and instantly notify them via email with a single click.

Incoming calls, emails, and text messages are automatically associated with existing contacts.

Automatically import email leads from various lead sources or marketplaces, Each email lead will be seamlessly linked to matching contacts, prospects, and inventory items, and include comprehensive details and attribution indicating its origin.

Customize your lead sources and connect existing deals or generate new ones for incoming leads, enabling you to monitor and evaluate lead performance.

Leverage recorded sales phone calls for reviewing conversations, confirming details, and for purposes such as training and development, quality assurance, and performance evaluation.

Automatic call transcription for every call made through your provisioned phone number. Once a call is complete, the recording is converted into a clear, time-stamped transcript your team can review, search, and share — no manual note-taking or recording required. This ensures every conversation is captured accurately and is easy to reference later.

Route incoming calls to designated specialists, after-hours staff, or segment SMS text messages to streamline communication and elevate customer service.

Assign a status to each lead record to indicate its nature or progress, enabling efficient filtering and management.

Track lead progress through defined stages, gaining insights into their status, time in stage, team efforts, and priorities to enhance sales efficiency and decision-making.

Assign monetary values to leads for in-depth cost-benefit analysis—ranging from figures on items to marketing and source costs.