Industry

B2B CRM for Demo Requests & Sales Leads

Capture demo requests, qualify fast, and never let a promising account go quiet through a long sales cycle.

The Workflow

Demo Request to Won

Website / Campaign
Demo / Contact Request
Qualified Lead
Sales Owner
Proposal Follow-Up
Won

Qualify

Separate Real Opportunities From Noise

Use statuses and notes to qualify inbound requests quickly and route them to the right owner.

  • Custom qualification statuses
  • Notes and context on each lead
  • Source recorded for channel reporting
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

Momentum

Keep Long Sales Cycles Moving

Reminders and an activity log on every lead mean multi-week cycles do not stall between calls.

  • Next-action reminders per lead
  • Full activity history
  • Follow-up compliance in reports
  • Conversion funnel by stage
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

FAQ

Frequently Asked Questions

AliveCRM is a lead management and sales CRM that helps businesses capture leads, assign them to team members, manage follow-ups and reminders, and monitor performance from one place.

Stop Losing Leads. Start Managing Them.

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