Lead and client scoring

The manager sees a score on every lead and client and works on the most promising ones first. The head of sales sets the rules without a developer.

Three things to score

Leads, contacts and companies: each with its own rules and score.

Has contact details, belongs to the right category, has deals and at least a set number of them, the lead has a company or a contact.

Rule sets for B2B, B2C and inbound requests: turn one on and adjust it to your needs.

A score column in the lead list: sort and work on the best first.

AI lead qualification adds to the score: it rates the quality and suggests how to start the conversation.

Rules are turned on and changed in the CRM settings.

Өтүнмө калтырыңыз: адис 15 мүнөттүн ичинде байланышып, CRM-ди бизнесиңизге жөндөөгө жардам берет.