Sales Lead Management

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.

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.

Customizable Contact List

Choose which information you do or do not wish to view in your main contact view screen.

Custom Dispositions

Set the stage of the sale and separate contacts with dispositions that are created by you.

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.

Lead Capture

Have all of your leads from different sources all captured into one CRM.  Deliver leads to your system via:

• Form Submission
• HTTP Post
• .CSV Import

Duplicate Lead Removal

Prevent duplicate leads upon capture.  Set up to three data fields to match upon.  The system will scrub new leads against your database and when all three fields are a match, the system will do one of three actions:

• Delete Duplicate Lead
• Merge New Lead
• Set New Lead to a Non-Qualified Status