CUSTOMER RELATIONSHIP MANAGEMENT (CRM)
Finally, a CRM software that's effortless and hassle-free.
Managing customer relationships shouldn't be difficult. LeadLegend CRM simplifies the process, eliminating the hassle of juggling messages, emails, tasks and notes once and for all.
simplify your client's data
Contact Database
Effortlessly Manage All Your Customer Information
Keep all your contacts in one organized and easily accessible database.
Unlimited contacts
Capture Every Detail for Better Customer Insights
Notes Management
Never Miss Important Details Again
Easily add and access notes on each contact to keep track of all interactions and important information.
Unlock your business potential
Stay Organized and On Schedule
Tasks management
Stay on Top of Your To-Do List
Create, assign, and manage client specific tasks or other tasks with reminders to ensure nothing falls through the cracks.
Assign to different agents in your team
Maximize Your Marketing with an Organized database
Customer Segmentation
Target the Right Customers with Precision
Categorize and segment your contacts to create targeted marketing campaigns and personalized communication.
Create smart lists and add tags to your contacts to sort them.
CRM (Customer Relationship Management) Platform:
✔ Full contact management
✔ Detailed customer profiles
✔ Interaction tracking
✔ Custom lists, fields and tags
Lead Management:
✔ Automated lead capture
✔ Lead scoring and segmentation
✔ Lead tracking and nurturing
Marketing Automation:
✔ Unlimited email marketing campaigns
✔ Unlimited SMS marketing
✔ Social media scheduling and management
✔ Automated workflows and sequences
✔ Campaign analytics
Sales Pipeline Management:
✔ Deal stages and tracking
✔ Sales forecasting
✔ Task and activity management
✔ Opportunity management
Communication Tools:
✔ Centralized inbox for unlimited email and social media messages
✔ Integrated phone dialer
✔ 2-way SMS and phone calls
✔ Call tracking and recording
Appointment Scheduling:
✔ Full-featured online booking system
✔ Calendar integration (Google Calendar, Outlook, etc.)
✔ Automated reminders
✔ Appointment confirmations and follow-ups
Document Management:
✔ Secure document & media storage
✔ eSignatures
✔ File sharing and collaboration
Analytics and Reporting:
✔ Customizable dashboards
✔ Detailed performance reports
✔ Lead and sales analytics
✔ Marketing campaign analytics
✔ Conversion tracking
Integration Capabilities:
✔ API access for custom integrations
✔ Pre-built integrations with popular tools (Zapier, QuickBooks, etc.)
✔ Webhooks support
Customer Support Tools:
✔ Ticketing system
✔ Live chat support
✔ Knowledge base and FAQs
Advanced Workflows and Automations:
✔ Visual workflow builder
✔ Trigger-based automations
✔ Conditional logic
✔ Automated lead nurturing sequences
Landing Page and Funnel Builder:
✔ Drag-and-drop builder
✔ A/B testing
✔ Pre-designed templates
✔ Customizable forms and surveys
Reputation Management:
✔ Review solicitation and management
✔ Automated review requests
✔ Monitoring and responding to online reviews
Payment Processing:
✔ Integrated payment gateways (Stripe, PayPal)
✔ Invoice creation and management
✔ Subscription billing and recurring payments
Membership Sites:
✔ Membership site builder
✔ Content drip campaigns
✔ Membership level access control
Conversational AI:
✔ AI-powered chatbots
✔ Natural language processing
✔ Messaging platform integrations (Facebook Messenger, WhatsApp)
Mobile App:
✔ Access to features via mobile app for on-the-go management
Customer Relationship Management Software FAQs
Your business CRM software questions,
answered.
How do I import my contacts to LeadLegend's Customer Relationship Management software?
You can import your contacts by uploading a CSV file in the Contacts tab and mapping the fields to the CRM system.
Do I have to manually add clients to LeadLegend's CRM software?
No. Whenever a new client contacts or schedules with you through the connected communication channels in your CRM, a contact is automatically created for that client in your account, including all the information the client provided. You can also add new clients to your list even if the client never contacted you before.
Can I organize clients by their assigned staff member?
Yes, you can organize clients by their assigned staff member using filters in the Contacts tab.
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