Lead & Contact Management
Turn every interaction into a qualified opportunity
About this Module
Captures, scores, and nurtures leads from every channel into a unified pipeline. Automatically enrich contact profiles, track engagement history, and route hot leads to the right sales rep. From first touch to conversion, every lead is accounted for.
Key Features
How It Integrates
Converts qualified leads into deals in the Sales & Deal Management pipeline
Receives inbound leads from marketing campaigns and automation sequences
Links customer complaints and tickets back to the originating contact record
Sends real-time notifications to assigned reps when lead scores change
Ideal Use Cases
Capture property inquiry leads from listing portals and route them to geo-assigned agents with full interaction history
Score inbound leads by company size and industry fit, automatically scheduling discovery calls for high-value prospects
Track referral chains and manage advisor-client relationships with tiered lead assignment
Product Preview
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