Solutions

Turn more of your enquiries into customers

Every lead in one list, with an owner, a next step and its source recorded through to the sale.

Outcomes

What changes in your business

  • Faster response

    New enquiries are assigned and actioned straight away.

  • No lead left behind

    Overdue follow-ups are visible to the salesperson and their manager.

  • Marketing you can measure

    Revenue and cost per acquisition by lead source.

  • Better qualification

    Stages make it clear which leads are worth a site visit.

Connected data

One record from start to finish

The lead source stays attached at every step, so marketing spend can be tied to revenue.

  1. Enquiry
  2. Assigned
  3. Contacted
  4. Qualified
  5. Appointment
  6. Quote
  7. Won

FAQ

Common questions

Where do leads come from?

Website forms, landing pages, manual entry and inbound lead capture.

Can I track lead cost?

Yes. Lead cost by source supports cost per acquisition and ROI reporting.

Can leads be assigned automatically?

With the Automation module, leads can be assigned and follow-up tasks created by rule.

Ready to replace disconnected software?

Get Toolbase configured around your business.