Contact profiles
Keep people and organization details in one searchable place. Review contact information quickly instead of hunting through inboxes and spreadsheets.
LEAD MANAGEMENT · FEATURES
Everything the team needs to keep a conversation moving.
Keep the essentials of lead work connected: contact profiles, opportunities, activity, notes, schedules and a view of progress across the team.
LEADOMATIC · PRODUCT VIEWS
LEADS TO FOLLOW-UP
Leads & contacts
Opportunities
To-do calendar
Opportunity activities
CORE FEATURES
Useful details, close to the work they support.
Leadomatic's published core feature set focuses on the everyday work of managing contacts, opportunities and follow-through.
Leads & cases
Manage multiple opportunities associated with contacts. Record requirements, review current status and see the interactions connected to the work.
To-dos & activities
Log calls, emails, visits and other activity. Give the team visibility into what has been communicated and what needs to happen next.
Notes & references
Record useful context and reference information for yourself or share it centrally with colleagues working on the same relationship.
Calendar & scheduling
Review planned work by day, week or month, and use the calendar to keep appointments and follow-ups in view.
Dashboard & reports
Give executives and managers a consolidated view of leads and activities to support review and sales planning.
CONNECTED IN A SIMPLE FLOW
From contact to opportunity, then on to action.
The features work together around the stages described by Leadomatic: capture a contact, establish an opportunity, record the activity and keep the next appointment visible.
See why the process matters →- 01Contact
Keep people and their details easy to find.
- 02Opportunity
Record a requirement worth pursuing.
- 03Activity
Document the conversation and progress.
- 04Follow-up
Schedule the next step and keep it in view.
EXPLORE THE FULL FEATURE SET