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A pipeline your team actually follows.
Every lead has an owner, a stage and a next action. Reminders keep work moving, and anything overdue is flagged before it is lost.
Assignment
Assigned fairly, and at once.
New leads go to the right person automatically, by round-robin or a person you choose for each source. They are told the moment it lands, and the team leader is told if nobody has called in time.
- Round-robin among the people you choose
- An alert when a lead is untouched
- Escalation to the team leader or admins
The board
See the whole pipeline at a glance.
Move leads across stages on a board, with stages that match how you sell. Every change is recorded, so you can see who did what and when.
- Stages you can change
- Notes, files and custom fields on every lead
- Import from a spreadsheet, export when you need to
History
The full story of every lead.
Calls, notes, stage changes, visits and messages sit on one timeline. Nothing happens to a lead off the record.
- Who did what, and when
- Roles decide who sees which leads
- Duplicates flagged before they pile up
Also included
The details that make it work.
- Follow-up remindersReminders before a task is due, and a flag when it is overdue.
- Untouched-lead alertsIf nobody has contacted a new lead within your time limit, the right people are told.
- Teams and record scopeAgents see their own leads, team leaders their team's, admins the whole workspace.
- Custom fieldsAdd the questions your business needs on leads and contacts.
- Import and exportBring a spreadsheet in, and export when you need it. Exports are a permission of their own.
- Organizations and contactsLink people to the companies they work for, with every lead in one place.
Give every enquiry the follow-up it deserves.
Tell us about your team. We will show you how VelBEE fits the way you sell.