Lead management software
Lead Management Software by Field Team Tracking
Lead management software is the system a business uses to collect enquiries, route them to salespeople and track each one until it is won or lost. Field Team Tracking pairs a web CRM for routing with a phone app where the calls and visits happen.
- Webhooks and live sheets feed new leads in
- New leads handed to salespeople in turns
- Every call and chat lands on the lead
What is lead management software?
It is software that captures potential customers from forms, ads and calls, assigns them to staff, and records every contact until the lead is won or lost.
In Field Team Tracking the routing runs in the web CRM, and the follow-up runs on each salesperson's phone.
- Lead management is a core part of most CRMs.
- Round-robin routing lives in the web CRM.
- Phone-side features are covered on the app page.
Lead management software for routing new enquiries
Lead management software earns its keep in the minutes after an enquiry arrives. In the Field Team Tracking web CRM, sources such as a website form, an ad form that writes to a sheet, or another system feed leads in by way of a custom webhook or a sheet the CRM keeps watching. Each new lead is then dealt to the next salesperson in a round robin, so nobody hoards the good ones. If the AI first call is switched on, a synthetic voice rings the lead before any person does and attaches what it heard. From there the work moves to the phone: calls, WhatsApp chats, remarks and reminders build up on the lead in the app. Filters, stages and the full lead screen are described on the lead management app page, and calling a filtered list on the CRM with dialer page. Bringing in ad form leads is shown in the Facebook lead ads CRM integration guide.
Lead management software: web CRM and phone app roles
| Job | Where it happens |
|---|---|
| Pull in leads from webhooks and live sheets | Web CRM |
| Hand new leads out in turns | Web CRM |
| AI first call to each new lead | Web CRM |
| Call, chat, note and remind | Phone app |
| Stages, tags, filters and CSV export | Phone app |
Lead management software FAQ
Which lead management software fits a firm whose sales happen on the phone?
Field Team Tracking suits it: the web CRM spreads new enquiries across the team, and each salesperson calls and logs them from an Android phone.
What is Field Team Tracking?
Field Team Tracking is lead management software with a calling app, WhatsApp tools, reminders and field attendance on one account.
What is the price of lead management software from Field Team Tracking?
Seats are billed per user: USD 29 a year outside India, ₹1,908 inside it, with tax on top.
Is lead management part of a CRM?
Usually yes. A CRM covers the whole customer relationship; lead management is the early stretch, from enquiry to sale.
What is a lead management system?
Another name for lead management software: one place where leads are collected, assigned, followed up and measured.
Can the AI call a new lead before my staff do?
Yes, if you turn on the web CRM's AI first call. A synthetic voice rings each fresh lead, and the lead then passes to the next person with the result.
Can I connect it to the CRM I already use?
Yes. Your calls and CRM records can flow out to another CRM through its API, and new leads can flow in by webhook.
See your team's whole day on one map
3-day trial with every feature. ₹159 per user per month on the yearly plan (₹1,908 a year), or ₹249 per user per month for 3 months; outside India $29 per user per year or $12 for 3 months. Prices are per user, exclusive of taxes.