Industry

Agency CRM for New-Business Lead Management

Capture enquiries from your site and campaigns, qualify them fast, and never let a promising prospect go quiet.

The Workflow

Enquiry to Retainer

Website / Referral
Contact Form
Lead in CRM
Qualified
Proposal Follow-Up
Won

Qualify

Separate Real Opportunities From Noise

Use statuses and notes to qualify enquiries quickly and focus follow-up where it counts.

  • 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

Report

Know Which Channels Deliver

Because every lead carries its source, your reports show which channels bring business that closes.

  • Lead volume by source
  • Follow-up activity by owner
  • Conversion trends
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.