Take your business to the next level. Leader CRM offers powerful features to manage your business, with a simple and friendly experience that anyone case use:
Pipeline - Arrange your leads and customers in a sales pipeline. Track the current status of each lead, and create your own tailored pipeline that fits your business. You can work with your team and assign team members to leads and customers.
Notes - Easily track everything that was discussed with your leads and customers. Add notes during or after phone calls, and review your notes anytime. Notes will even appear automatically when you receive calls from customers.
Tasks - Add tasks related to customers from within the app or from the call screen. Set reminders and due dates, and assign tasks to team members. Leader’s tasks are easy to use and track.
Price Quotes - Send impressive price quotes to leads and customers. Customize the design with your business logo, color, and business details. To learn how to create and track your quotes read more.
Labels - Labels allow you to arrange your leads and customers into different groups. You can then quickly access your labels and view all the contacts that are tagged with the label. As your business grows, you can create as many labels as needed, arrange customers by projects, priority (VIP), and more. Click here to learn more.
Insights - Discover everything about people who call. Leader can automatically pull publicly available data about leads and customers. View social profiles, work experience, education, news mentions, and photos.
Caller ID - Leader’s includes an integrated caller ID solution that identifies over 3 billion callers and millions of spammers. View caller’s name, pictures, and job title even on the first call.
Digital Business Card - Create a digital business card with your business details and social profiles. Look professional and drive more exposure to your business. Automatically send your business card link along with a greeting message to new potential customers that call you.
After Call Assistant
- Full task management: add notes, follow-ups, and reminders.
- Create your own contact tags for easy sorting.
- Arrange callers & contacts by groups.
Missed call assistant
- Set the time for your call back.