Lead Management
Record the contact, company, potential value, close probability and owner of every prospect in a single 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.
If any of these sound familiar, this module was built for exactly that problem.
Every capability below exists in the system today and connects to the other modules.
Record the contact, company, potential value, close probability and owner of every prospect in a single list.
Each prospect carries a New, Lead or Prospect status along with its follow-up date and expected closing date.
Prospects who submit the form on your site land straight in the lead list, with nothing to re-key.
Reach a prospect on WhatsApp directly from the lead list, sent from your company number.
Publish promos with their validity period, event schedules and venues, and headline announcements — promos and events also appear in the mobile app.
Download the lead list with its statuses and potential values for deeper analysis whenever you need it.
Not just features — the changes your team notices day to day.
Every lead lands in one list with a clear owner and status.
Potential value and close probability tell the team which prospects deserve attention first.
The form on your site fills the lead list automatically, ready to act on the same day.
Onega ERP works as one system. Start with a single module and add the others when you need them.
Try the Onega ERP marketing module with your own prospect data, or request a guided demo with our team.
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