Efficient Lead Management
Never miss a lead with our comprehensive lead management system. Track and organize leads, auto-import from emails, and create detailed proposals to boost your sales. Our CRM allows you to manage leads in various stages with a simple drag-and-drop interface and integrates web-to-lead forms for seamless data collection.
01 Centralized Lead Tracking
Create and integrate unlimited web-to-lead forms directly into your website or landing pages. Capture potential client information seamlessly and allow them to request quotes or information directly from your site.
02Web to Lead Forms
Create and integrate unlimited web-to-lead forms directly into your website or landing pages. Capture potential client information seamlessly and allow them to request quotes or information directly from your site.
03 Lead Email Integration
Effortlessly sync leads from various email forms using our powerful email integration. Set up email forwarders to automatically import leads from different sources into your billcpu CRM, streamlining your lead collection process.
04 Detailed Lead Reporting
Generate insightful lead reports to analyze your lead sources and staff performance. Access reports such as Weekly Sources, Monthly Sources, and Staff-Specific Leads to track lead conversions and identify trends.
Lead Follow up Scheduler
Effective follow-up is crucial in nurturing leads and ensuring they progress through the sales funnel. BillCPU streamlines this process with automated SMS and email scheduling, ensuring that no lead is overlooked and that staff remain informed and motivated.
05 Facebook Leads Integration
Sync leads from your Facebook page forms directly with BillCPU CRM using our Facebook Leads Integration Module. Capture leads efficiently with oAuth connectivity and custom field synchronization across multiple pages.
06WordPress Integration
Seamlessly synchronize WordPress leads with BillCPU CRM. Enhance your lead management by integrating data from your WordPress site directly into your CRM system.
07 Customizable Lead Statuses
Tailor lead statuses to match your workflow. Add new statuses and set default ones to automate status field population, keeping your lead management process organized and efficient.