Capture with context
Leads carry source, territory, product interest, expected value and contact details, so assignment and prioritisation are automatic rather than negotiated.
Sales lead management
Lead management where no enquiry ages quietly
Leads die from delay, not from lack of interest. Salforce AI assigns each lead an owner, a next action and a deadline, and escalates when the clock runs out.
Scored pipeline progression
Qualified leads become opportunities with configurable stages and scoring, then quotations with validity and approval control.
Conversion without retyping
On conversion the customer record is created inline from the lead data, keeping history, owner and territory intact.
Frequently asked questions
Can leads come from the website?
Yes. Web chat and enquiry capture can create leads directly against the right company and territory.
What stops leads sitting idle?
Ageing rules raise exceptions and escalate to the manager based on your configuration.