Marketing Module

Every Prospect You Have, in One List

Capture prospects from your website form or by hand, record what each one is worth and who owns it, then follow up on schedule.

Why prospects stall halfway through

If any of these sound familiar, this module was built for exactly that problem.

  • Leads are scattered across chats, spreadsheets and personal notes.
  • Nobody knows which prospect needs a call today.
  • Large and small prospects get the same attention because their value is never recorded.
  • Prospects who fill in the website form have to be copied across by hand.

What you get

Every capability below exists in the system today and connects to the other modules.

01

Lead Management

Record the contact, company, potential value, close probability and owner of every prospect in a single list.

02

Status & Follow-Up Schedule

Each prospect carries a New, Lead or Prospect status along with its follow-up date and expected closing date.

03

Leads From Your Website Form

Prospects who submit the form on your site land straight in the lead list, with nothing to re-key.

04

WhatsApp Your Prospects

Reach a prospect on WhatsApp directly from the lead list, sent from your company number.

05

Promos, Events & Headlines

Publish promos with their validity period, event schedules and venues, and headline announcements — promos and events also appear in the mobile app.

06

Export Leads to Excel

Download the lead list with its statuses and potential values for deeper analysis whenever you need it.

Results you can actually measure

Not just features — the changes your team notices day to day.

No prospect gets lost

Every lead lands in one list with a clear owner and status.

Priorities become obvious

Potential value and close probability tell the team which prospects deserve attention first.

Straight from your website to the list

The form on your site fills the lead list automatically, ready to act on the same day.

Work every prospect from a single list

Try the Onega ERP marketing module with your own prospect data, or request a guided demo with our team.

No credit card required. We respond within 24 business hours.