Lead Management CRM

What is Lead Management?

Lead management is a part of your Sales Strategy which helps you manage your Leads throughout its lifecycle. Lead Management is a systematic process of capturing leads, qualifying them, nurturing them and finally converting them for pursuing a deal with them.

Lead Management Process

A strategic lead management process comprises of 3 important steps:

  • Capturing Leads from multiple sources into your CRM software platform. Leads are usually acquired from various sources such as Website contact forms, Leads Databases, Social media channels such as Facebook, Twitter, Linkedin, Inbound leads, etc.
  • Qualifying the leads by assessing them on various criteria to check if they fit your ideal customer profile. Lead qualification can be done by getting details on lead's budget, authority, need and timing (BANT strategy).
  • Nurturing the leads if they are not sales ready so that you can strike a deal with them later. This is done in various by engaging with leads regularly over a period of time via multiple ways such as sending newsletters, sharing free advices from your expertise, sharing free resources such as ebooks, case studies, etc.
Lead Management in ToolsonCloud Sales CRM

In ToolsonCloud Sales CRM, you get a plethora of features to solve your Lead Management problems and helps you simplify your sales process.

Lead Capture

Capture leads directly from Website Contact forms

Bulk Import Leads from spreadsheets

Keep Track of the sources of your leads to channelize your lead generation efforts

Organize different contacts of lead at one single platform.


Lead Qualification

Distribute and assign leads among your sales team

Filter and Prioritize leads using multiple CRM fields.

Qualify leads using multiple meta-data on Budget, Authority, Need, Timeline.

Keep the lead status up to date in CRM for future reference of Marketing team.


Lead Nurturing

Segment the leads using lead stage and multiple meta data fields.

Capture lead's social media profile to personalize your communications.

Nurture leads by sending resources and advices via Email directly from CRM.

Convert your lead to deal opportunities and contacts post successful conversions.




More features to empower your sales team:


Deal Management

Track your opportunities from stage of initial contact to deal closure.

Contact Management

Organize your contacts from deal decision makers to customers and keep track of conversations.

Reports and Analytics

Get Reports from your CRM data and actionable insights to take critical sales decision.


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