LeadsBox SaaS is a Lead Management Tool for maintaining precision in managing multiple leads. Using this proficient tool you could manage the visibility of your leads across various stages in the pipeline. It guarantees improved efficiency with ease in allocating multiple resources to various leads simultaneously. With a SaaS version, create plans using a super admin login.
With a Super Admin Login, create plans that are most feasible for your business model. Select appropriate pricing and duration for the created plan. You can allow users, clients, and a maximum number of deals. Get payment using various payment gateways. The plan would be disabled if not renewed after its expiry.
Get an overview of total clients, users, deals, and invoices along with a graphical representation of invoice – payment chart. A calendar for the management of deals and task deadlines makes it easier for firms to make informed decisions.
Appoint multiple users on various deals. You could assign roles to them and control their access to certain parameters by assigning permissions. Assign multiple clients on the same deal. Thus, the multi-user, multi-client feature facilitates ease in deal management.
Control access of users by assigning permissions on various modules for each role. Similarly, you could assign permissions to limit the client’s activity on assigned deals.
Create an invoice for deals by assigning due dates and tax rates. Edit existing invoices by adding products and changing the invoice status. Add payments through available payment modes. Your client can pay invoices via Paypal and Stripe based on your setting. They can also use QR codes.
Manage new expenses by selecting from various categories on given deals. Assign the user to an expense and keep a clear tab on the amount and date on which the given expense occurred. A file could be attached to support the evidence. Update existing expenses in case of any change.
Add new products to an already existing list of products. Add product descriptions and prices along with attaching files for each product.
Receiving instant notifications of the company’s activities is one of the most painless ways to keep a tap on them. With the help of Slack Integration, you can get insight into the major actions through the specific channels as when they are performed. It also helps you to schedule the messages for future dates. Rectifying mistakes are also not burdensome.
Virtual meetings are no new to us. The Zoom Integration provides a platform where you can create a zoom meeting after giving inputs of asked details like; Client, User(s), Meeting Time, Duration, and it generates a link through which people can join the meeting. You can create, View, Start, and Delete meetings with ease.
Along with that, the zoom meeting created, will be synced with the calendar which will show the meeting details, as well as which are the people joining the meeting at what time. This calendar syncing feature helps to schedule meetings accordingly.
Hassle-free and instant message is one of the absolute ways to stay in tune and connected with projects and activities of the projects. With the Telegram Integration, you can get the notification of the actions performed regarding anything which interests you. Staying in tune with the performing jobs is smooth with this feature.
Customize your system settings by adding currencies and selecting their symbols and positions. Choose the date and time format and assign a prefix to the invoice. Add company details along with your mail id to your system settings.
Initiate conversations with users. Talk about important matters immediately without any hassles.
Create multiple pipelines and assign multiple stages and labels to them. Create sources of deal generation and add payment methods to your system. Manage various expense categories by adding them according to business needs.
Create custom fields on selected modules of product, deal, client, and user. Such customization facilitates ease in keeping a tab on the information.
Kanban Board for Lead Management, Manage leads by easy drag and drop system. Easily relocate the leads to various stages through the Kanban board system.
Create and manage various required forms with diverse form fields, like, Text, Email, Number, Date, and Description as per the business needs for leads.
MDF (Market Development Funds) is a resource that a vendor grants to its indirect sales channel partners to help the channel with sales and marketing programs. The MDF Module helps to request the funding amount and displays the various amounts like approved, the available amounts for transparency.
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