Feature
Lead Management Built Into Your CRM
Every lead is one record, source, status, owner, notes and follow-up history, from capture through to conversion and reporting.
How It Works
Lead Management in AliveCRM
One Record
One Record Per Lead
Source, current status, assigned owner, notes and follow-up activity all live on a single record anyone on the team can pick up.
- Lead source and details on every record
- Owner and last activity visible
- No detail lost between tools
Statuses
Statuses That Match Your Process
Define the stages your team actually uses, per lead type, and move each lead through them.
- Configurable statuses per lead type
- Status history on the lead
- Stuck-lead view
Rahul Sharma
Example Technologies
Context
Notes and Reminders on the Lead
Call notes, requirements and next steps stay with the lead, with a reminder so nothing is forgotten.
- Notes with visibility control
- Reminder date and time per lead
- Context stays on the record
Rahul Sharma
Example Technologies
History
A Full Follow-Up Timeline
Every contact, status change and note is logged in order, so the whole team can see what has happened.
- Chronological activity on every lead
- Who did what and when
- Pick up any lead cold
Rahul Sharma
Example Technologies
In Practice
What You Get
One place for every lead
Statuses per lead type
Notes and reminders
Full follow-up timeline
Manage Every Lead in One CRM
Give every lead an owner, a status and a next step.