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EazeSales - Manage Leads

Convert Leads to Wins

Track leads across the sales cycle. Provide teams with a work space where they can share information and plan out their strategy for account closure.

Leads flow into the company from various sources. Most of the companies use traditional systems of lead tracking and invariable end up focusing only on the high value / big leads and justifiably so. With EazeSales you will be able to enter, track and view all leads for your team in one place.

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Lead Creation

Lead can be created by a sales team member or by a centralized sales coordinator on behalf of the sales team member. When a lead is created the following information is compulsory initially -

  •   Lead Source
  •   Lead Description

If lead is qualified then


  •   Lead Value
  •   Expected closure date is also needed

Multiple sales team members can be mapped to one lead and effectively work as a team.

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Collaborative Working

Sales teams can also share information within a group so that support on pre-sales, quotation, demonstrations, prototypes which is needed from other departments is streamlined and everyone is working towards a common objective. Tasks can be assigned to any lead team member and its closure can be tracked.

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Lead Closure

A lead can be only closed as win, loss or deferred status. Subsequent processing depends upon the status selected -

  •  Win : data is updated and the prospect is migrated to customer status
  •   Loss : reason for loss is captured and lead is archived
  •  Deferred : if there is no activity on the lead but it is not a loss then the status of deferred can be updated
Our clients
4isoft ACAP Solutions A Four Tech Adaan African Parks Network All CAD AlltimeIT Analec Clicklabs.png Cloud Xchange Consus Consulting Easyrewardz Effectual FactsAfrica.png FIA Flytxt GTS Dubai Hannover Milano Fairs Horizon Meditech HORIZONTALINTEGRATION IBE Innovis RDVS Ison JCDecaux JConnect Kamala Stores Leewayhertz L And S Location Labs Loylty Rewardz LRN Mara Ison Market Insight Consultants mCarbon Medybiz Pharma Neotech Systems Netrovert Optaamaze Open Mind Safe Plus Plus Saggezza Setco Shopsity Skill Recruit SpanEvery Spectrus Synergiz Global Timetooth Tracxn Transstadia Travel Khana Treastech TRF Tricore Vasant Chemicals Vikalp Village Reach Vinculum Welspring Wunderman Xeeva Yebhi