Collect every enquiry in one list, each with an owner and a next date.
Lead Management collects every enquiry your business gets, from trade portals and directory listings to the number painted on your van, and puts one owner and one next date against each. Duplicates are caught before two people chase the same buyer. On Monday morning you can see which enquiries nobody has touched since Thursday.
Enquiries arrive at a small business from everywhere. A portal mails them, a Google listing rings the office landline, a buyer walks into the showroom, and somebody’s nephew sends a contact on WhatsApp. They land on different phones and stay there.
Collected in one list, each enquiry gets a source, a salesperson and a date for the next call. Nothing is worked twice, and nothing waits a week for its first ring.
What your team uses today.
The module takes over these, one at a time, so nothing has to stop while it is set up.
- Each executive’s private sheet
- Enquiries noted on scraps of paper
- A chat group where leads are forwarded
The problems this is meant to ease.
What lead management does.
What this looks like in a working week.
Illustrative scenarios, written to show the shape of the work. They are not accounts of client systems.
The people who open this every day.
From first conversation to daily use.
List the sources
Name every channel enquiries use. A note comes back with the sources and the fields each can fill.
Set statuses and reasons
Name your hot, warm and later stages and your reasons for dropping. They appear on a screen. Try them.
Import current leads
Share the sheets executives keep. The trial import flags duplicates for the sales head to resolve.
Train the executives
Executives practise logging a call and setting a next date. Each gets a note for the phone.
Weekly use
The weekly review opens with the untouched list. After a cycle, source figures are read together.
How you would know it is working.
Record where you stand before it goes live, so the change is measured against your own figures.
- Leads without a next date, by executive
- Leads not touched since the last review
- Duplicates caught before assignment
- Enquiries by source, against sales by source
- Reasons given for dropped leads
It is one part of a system, not an island.
A module earns its place by what it passes to the next one. These are the connections we set up most often.
- Opportunity management
- Quote and proposal management
- Trade portals and business directories
- Your website forms
Products that include it.
How we would put it in.
Questions owners ask about lead management.
Can enquiries come in from trade portals automatically?
Usually yes. Most portals send enquiry mails and some offer an API on certain plans, and either route can drop leads into the list. Where a portal gives nothing, the mail is forwarded to one address.
Will executives who work on their phones use it?
They will if it saves them a call. The screen they open is a short list of who to ring today. One line closes an entry, and anything longer gets ignored.
Is Excel still fine at eight enquiries a month?
Yes, honestly. One person with a diary will not lose eight enquiries. Move when three people are selling, or when you cannot say which advertisement brought last month’s orders.
Will it work with the billing software we already have?
Often it can. A won lead passes the customer’s name, tax ID and address into your billing setup and is not typed again. What is possible depends on what your software opens up, and we check that before money is spent.
Why does lead management cost more for some firms?
The channels that feed it, the people using it and the links to quotes and messaging all count. Feeding in portal enquiries is a piece of work in itself. The quotation lists each part of the lead work on a separate line, so you can see what each one costs. A feed can be removed.
How fast can the sales team start logging leads?
That turns on the sources you connect and the state of your lead lists. Capture, owners, next dates and call notes come first. Portal feeds follow. The proposal lists dates.
Businesses that ask for this.
Tell us how you handle lead management today.
A spreadsheet, a register or another system: say which, and we will tell you plainly what is worth changing.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements