Feature
Project Management
Manage each project as its own record, with the team and the leads attached.
How It Works
Project Management in AliveCRM
Add a project
Inquiry form routes to the project
Project lead captured
Agent follows up
Overview
Project Management
Project-based teams manage each development as a Project with its own location, builder, category and assigned team, plus a report breaking down leads and status per project.
- Projects with location, builder/vendor and category
- Assign a team to each project
- Route web forms and leads to a specific project
- Per-project leads and status report
RS
Qualified
Rahul Sharma
Example Technologies
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
Projects with location, builder/vendor and category
Assign a team to each project
Route web forms and leads to a specific project
Per-project leads and status report
Stop Losing Leads. Start Managing Them.
Capture every opportunity, give your team the right information and follow up at the right time.