Perfect AJAX Popup Contact Form

Free Demo Request
1000 characters left

User Rating: 0 / 5

Star InactiveStar InactiveStar InactiveStar InactiveStar Inactive
 

Lead management system open source to maintain leads for business

Catalystk Lead management system open source, a cloud-based software suite for SMB traders and manufacturers to manage leads effectively and convert them to potential customers for sales and business growth. Leads, in general, can be defined as the information about an individual or organization who express an interest in the goods or services rendered by you. These leads can be converted into potential customers for business growth through regular followups. As a result, the demand for an automation system for managing the lead information and processing them has been increasing day by day. Catalystk system is incorporated with modules for lead management, client management, deal management along with the followup feature. Catalystk Lead management system open source is integrated with Lifetime free GST billing softwarefree CRM software, ERP software, AMC or Rental software, Inventory software, Manufacturing software, Artificial Intelligence ( AI ), and 500+reports. It's fully free with all the options. Click the link to register for free.

 

Lead management system

Catalystk Lead management system open source for grouping customers and mapping workflow, thus categorizing them according to the business type

Categorizing leads into different groups based on their business type provides easy access and analysis of the lead information. Processing leads in such a way becomes easier and reliable. Lead management system open source allows creating multiple customer groups and mapping groups in all the tabs such as leads, sales visits, quotations, proforma invoices, invoices, etc. You can also map workflow in a similar way to determine the status such as ongoing, pending, etc. Grouping leads in such a way helps easy identification of the customers and also increases sales conversion.

 

 Lead management system open source features:

  • Leads management
  • Deals management
  • Task management
  • Grouping
  • Follow Up
  • Estimation with tax
  • Invoice with tax
  • GST Calculations
  • Finance management
  • General Ledger
  • Client Ledger
  • Supplier Ledger
  • Pending Payments
  • Balance Sheet
  • Profit and Loss
  • Excel Uploads
  • Excel Download
  • Estimation with images
  • Estimation grouping products
  • Sales management
  • Procurement Management
  • Purchase Enquiry
  • Vendor Identification
  • Purchase Order
  • Goods Received Note
  • Goods Return
  • Purchase Invoice Verification
  • Purchase Invoice
  • Pending Purchase
  • Estimation without image
  • Revised Quotation
  • Email Quotation
  • SMS Quotation
  • Quotation Follow-ups
  • missed quotation follow-ups
  • Proforma Invoice
  • Sales Order
  • DC
  • Sales Projections
  • Sales achievements
  • Return Received
  • HSN Code
  • Sales Work Flow
  • Manufacturing
  • Bill of Materials
  • MRP(Planning)
  • Job Work / Job Order
  • Work Order
  • Manufacturing process
  • Automated Sales Order, Invoice mailing system
  • Reports

 

Lead management system open source for converting a lead to potential customer through regular follow-ups, thereby achieving business growth

Catalystk Lead management system open source is embedded with features for efficient lead followups. In this, you can add all the conversations being done with the customers and specify a followup date and time. The system also provides followup details on a daily basis using the today followups feature. Another feature provided by the system is the missed followups feature that helps to track the missed lead details. In addition to this, you can also map the followup date and time in all the purchase and sales tab such as purchase order, invoice, sales order, quotation, proforma invoice, invoice, and AMC. Furthermore, it provides a separate module for deal management to manage and followup potential client details.

Lead management system free 

Lead management system download

Breadcrumbs