AIMcrm Allows Your Sales Team To Spend More Time On Closing Leads & Less Time On The Mundane Tasks. Call Sales

Sales Lead Management

There is no other sales lead management software that has the simplicity and power of AIMcrm. The CRM software is a web based customer relationship management software with many features. The CRM software allows you or your sales team more time to work on closing leads instead of wasting time on all the mundane tasks that you normally have to do with-out a CRM solution or when using our competitors CRM. AIMcrm has all the tools you need to make life easier. Below you will find an overview of just a few of the CRM features for the sales lead management process that make this software user friendly and very powerful.  You will find and overview of the following features:

• Lead Capture
  • Web Form Submission
  • Email Parsing
  • HTTP POST/GET
  • Lead Import
  • Data Export
• Status/Sub-Status (Custom Dispositions)
• Lead Attention Meter™
• Duplicate Lead Removal
• Alerts & Reminders
• Custom Tasks
• Customizable Contact List
• Searchable Database
• Customized Emails
• Form builder

Lead Capture

Have all of your leads from different sources delivered into one CRM Software System. It is simple to do and our support team is always available to guide you and/or import the leads for you.

Deliver leads to your system From:

Web Form
Set up dynamically generated forms for your website that posts lead data to your CRM system.

CSV Import
If you have leads in a spreadsheet, they can be easily imported.

HTTP Post
Set up a post from your current web forms, or from your lead vendors.

Email Parsing
AIMcrm can capture the lead data from email.

Data Export
Export leads in as a comma separated values (CSV) file, tab separated values (TSV) file, or a Microsoft Excel document.

Set New Lead to a Specific Status/Sub-Status (Disposition).

AIMcrm lead management software makes setting and viewing the lead status elementary. You can set the status to the built in status settings and/or to a custom sub-status that you create. You can set any lead to a status such as:

• Assessing Needs
• Commitment to Buy
• Initial Communication
• Negotiation
• Presentation
• Down Payment Made
• Full Payment Made
• Partial Payment Made
• Chose Competitor
• Lost Interest
• Other – See Notes
• Bad Contact Information
• Too Expensive

Lead Attention Meter

All leads have a Lead Attention Meter™, which is a visual representation of how long it has been since someone last had any activity with a lead. You can specify the amounts of time that a lead will change from green to yellow, yellow to red, and red to neglected.

Duplicate Lead Removal

The advanced lead management system which handles your incoming leads will automatically recognize whether a feedback form has been submitted more than once by the same visitor. If all the fields you have specified is an exact match, then the system will handle the duplicates in one of three ways:

• Delete the New Duplicate Lead
• Merge the New Data With the Old Lead
• Disposition the Lead to a Non-Qualified Status

Alerts & Reminders

Be alerted instantly if a new lead entering your CRM, or when tasks come up due. Create custom email notifications with AIMcrm Sales Force Automation. Notify your users of lead neglect, leads being transferred, or the like. You can also create custom tips and notifications of news within your organization.

Custom Tasks

Don’t forget all the little things that need to occur during the sales process by creating Tasks with reminders. Create tasks to remind of follow ups, or any steps within your sales process.

Create Tasks	Task List	Calender

Customizable Contact List

Choose which information you do or do not wish to view in your main contact view screen. The Lead List is filterable in so many different ways. Purposefully developed and designed with usability and customizability in mind, the ways in which the lead list can be filtered (and cross filtered) are nearly limitless.

Customized List	Analytics	Fields	Teams

Searchable Database

Search for any piece of information within your CRM system. Do a general search within all the information for any contact, or search specific fields for information.

Send Custom Emails or Personalized Email Templates

Create and save customized emails and email templates that you can use for your drip email campaigns. Once created, simply select a lead and then select an email template or drip email automation to send. You no longer have to send mass emails with an email client.

Templates	Legends	Automations

Web Form Management Made Simple

You can make forms for your websites that submit information directly into your CRM, or create internal forms for the use of your team. You can capture and store as much information in as many fields as you would like. Completely customizable.

Builder	Layout	Fields	Example