CUSTOMER RELATIONSHIP MANAGEMENT (CRM)

Finally, a CRM software that's effortlesdeletes 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.

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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.

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.