Feature

Lead Management

One record per lead — source, status, owner, notes, reminders and follow-up history, visible to your whole team.

How It Works

Lead Management in AliveCRM

Lead created
Assigned to owner
Worked through statuses
Converted

Overview

Lead Management

Every lead in AliveCRM is a single record that carries its source, current status, assigned owner, notes and follow-up activity so anyone on the team can pick it up.

  • Lead source and details on every record
  • Configurable statuses per lead type
  • Notes and reminders on the lead
  • Full follow-up timeline
RS

Rahul Sharma

Example Technologies

Qualified
SourceWebsite Form
StatusIn Progress
OwnerSales Team
Next Follow-upTomorrow, 11:30 AM
Lead Captured
Assigned to Sales Team
Called — Interested
Follow-up Scheduled

In Practice

What You Get

Lead source and details on every record

Configurable statuses per lead type

Notes and reminders on the lead

Full follow-up timeline

Stop Losing Leads. Start Managing Them.

Capture every opportunity, give your team the right information and follow up at the right time.