Checkout App Features
Classify your Leads with Pre-defined system categories and customize your own categories anytime you need. Shuffle your leads easily between two categories based on current lead status as and when needed, with just a simple drag and drop.
Stop leakage of your business to competitors. Keep your leads safe on your own database on your own dedicated server.
Analyse your leads and their journey anytime with well designed reports. Get a report for each status of lead, it travels through.
Send your customers with customized Quotations created with all the necessary information that helps them to take decisions. Customize the fields as and when you need and make your proposals worthy.
Be out of worries of missing the important invoices. With pre-designed templates modernize your invoices with all relevant information that keeps your records updated.
Manage your all Billing and Shipping related details to perform smooth order management and secured delivery.
Manage your Financial with Centralized Interface
Send your customers with customized Quotations created with all the necessary information that helps them to take decisions. Customize the fields as and when you need and make your proposals worthy.
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This is due to their excellent service, competitive pricing and customer support. It’s throughly refresing to get such a personal touch. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
This is due to their excellent service, competitive pricing and customer support. It’s throughly refresing to get such a personal touch. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
This is due to their excellent service, competitive pricing and customer support. It’s throughly refresing to get such a personal touch. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
This is due to their excellent service, competitive pricing and customer support. It’s throughly refresing to get such a personal touch. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
This is due to their excellent service, competitive pricing and customer support. It’s throughly refresing to get such a personal touch. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
This is due to their excellent service, competitive pricing and customer support. It’s throughly refresing to get such a personal touch. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Have Any Question
Any organization or business owner who is looking to manage their Leads and clients on customized CRM, can use this software easily.
Data can be uploaded through a CSV file. Follow the below given steps to upload. Step 1: Download the Sample Excel Sheet and update your lead file in the same format Step 2: Convert your Lead file in .CSV format Step 3: Go to Lead Menu => Add Lead options => Import CSV => Browse your CSV file => Save
Definitely you can. Follow the below given path to Export your Leads. Go to Lead Menu => Add Lead Option => Export
Yes, Manual Lead upload is possible. Go to Lead Menu => Click on Add Lead => Enter all the Properties in relevant fields => Save
In order to make Proposal, first you must have the Lead entry of the concerned Client. (if you not have, Follow the steps given in Que. 4 and Add Lead) Follow the Step to make Proposal: Step 1: Go to Proposals Menu Step 2: Click “New Proposal” Step 3: Select Client from “Receiver - Dropdown” Step 4: Add Notes if any Step 5: Fill all the relevant fields in Item Section and click “Add” Step 6: Click “Submit”
In order to make Invoice, first you must have the Lead entry of the concerned Client. (if you not have, Follow the steps given in Que. 4 and Add Lead) Follow the Step to create Invoice: Step 1: Go to “Invoices” Menu Step 2: Click “New Invoice” Step 3: Select Receiver from Drop down Step 4: Click “Add Invoice Items” Step 5: Fill out all the needed Fields given on the left section
Absolutely. Your data will be stored on your own server. We don’t save anything on our end. Keep your data with you and enjoy your privacy.
The system will be deployed on sub-domain. For Instance., “(Your Company name).leadstudiopro.com”
Yes it is, There will be an additional cost associated with it based on the customization required.
In order to get started, Contact us on info@leadstudiopro.com
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