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Lead Management

Lead Management in unityBMS

UnityBMS’s Lead Management tools offer a full overview of your sales pipeline, allowing you to manage territories, teams, and lead progress with ease. With features like multi-source lead capture, automated distribution, and single-click conversion. You can prioritize high-value opportunities, assign leads intelligently, and monitor progress through customizable dashboards. This ensures no lead is missed, follow-ups are timely, and your sales team stays focused on closing more deals.

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Transform Your Lead Management Process with UnityBMS

Managing leads effectively is essential for any business aiming to grow its customer base. UnityBMS provides a complete overview of your sales process, enabling you to track the status and progress of each lead from start to finish.

With tools that allow for multi-source lead capture, automated distribution, and seamless conversion, UnityBMS ensures that you have everything you need to manage your leads effectively.

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Core Feature

Key Lead Management Features

UnityBMS enables multi-channel lead capture from web forms, emails, and campaigns. Leads are automatically assigned, tracked, and scored based on custom rules. This ensures faster response times and higher conversion rates.

Multi Source Lead Capture

Easily capture leads from various sources, including web forms, social media, emails, and more. UnityBMS centralizes all incoming leads, ensuring that no opportunity is missed and allowing you to manage them all from one place.

Tasks, Notes, and Reminders

Stay organized and on top of your follow-ups with built-in tasks, notes, and reminders. UnityBMS helps you keep track of every interaction and ensures that you’re always prepared for your next move, improving your chances of converting leads into customers.

Automated Lead Distribution

Automatically assign leads to the right team members based on predefined criteria. UnityBMS’s automated distribution system ensures that leads are handled efficiently and that your sales team is always working on the most relevant opportunities.

Lead Activity Records

Keep a detailed record of all activities related to each lead, from initial contact to final conversion. UnityBMS allows you to track every step of the lead’s journey, providing valuable insights into what works and what doesn’t.

Lead Campaign Success Tracking

Measure the success of your lead generation campaigns with detailed tracking and reporting. UnityBMS provides insights into which campaigns are driving the most leads and how well they’re performing, helping you make informed decisions about where to focus your efforts.

Team Lead Assignment

Easily assign leads to different team members based on their expertise or availability. UnityBMS’s flexible assignment system ensures that leads are handled by the right people, improving your chances of closing deals.

Simplified Lead Conversion

Convert Leads into Customers with a Single Click

UnityBMS simplifies the process of converting leads into customers with its single-click lead conversion feature. Once a lead is ready to move forward, you can quickly convert them into a customer profile, complete with all the relevant information carried over from the lead stage.

This seamless transition helps you maintain continuity and ensures that nothing is lost during the conversion process.

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Analytics and Reporting

Multi-Contact Lead Management

Manage multiple contacts within a single lead to ensure that all stakeholders are engaged. UnityBMS allows you to track and communicate with each contact individually, making it easier to manage complex sales processes that involve multiple decision-makers. Keep a detailed log of all interactions with each lead, including emails, calls, meetings, and more. UnityBMS ensures that you have a complete record of every touchpoint, helping you stay organized and informed.

Task Assignment

Assign tasks related to each lead to specific team members, ensuring that everyone knows what needs to be done and when. UnityBMS’s task management features help you stay on top of deadlines and keep your sales process moving forward.

Real-Time Notifications

Receive real-time notifications about important lead activities, such as when a lead takes a significant action or when it’s time to follow up. UnityBMS keeps you informed so that you can respond quickly and effectively.

Customized Lead Views

Customize how you view your leads to match your specific needs. UnityBMS allows you to create custom views that focus on the most important information, helping you stay organized and focused on what matters most.

Detailed Reporting

Access detailed reports on lead activities, conversion rates, and more. UnityBMS provides you with the data you need to evaluate your sales process and make improvements where necessary.
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All our customers and partners agree that we have the easiest-to-use all-in-one business software. From day one, you’ll experience how seamless and intuitive business management can truly be. Allow us to show you this too—and discover how simplicity drives real results.

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We provide expert guidance and personalized strategies to help you achieve financial growth.

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Call Us: (603) 555-0123
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