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Streamline your Sales Pipeline with Intelligent Lead Tracking and Quotation management
Sales Lead Tracker by Everex Infotech is a powerful cloud-based CRM Software designed to simplify and accelerate your sales process. It offers intelligent lead tracking, efficient quotation management, and real-time insights to help businesses convert prospects into customers faster. With a user-friendly interface and robust features like email integration, follow-up reminders, and detailed reports, it empowers sales teams to stay organized and close deals more effectively. Whether you’re growing a business or a large enterprise, Sales Lead Tracker ensures better control over your pipeline while boosting productivity and revenue. Discover smarter sales management with this comprehensive CRM solution.
Maintain a centralized database of all your customers, prospects, and partners with complete contact details. Track communication history, set reminders, and segment contacts based on business criteria. The system ensures seamless access and efficient relationship management, improving customer engagement and follow-ups across your entire sales pipeline.
Product management functions as a robust product search engine, enabling businesses to identify which products are being bought or sold. It helps focus on product data mining, helping users filter large datasets, and extract only the most relevant information. This ensures greater visibility into product movement, supports informed decision-making, and reduces irrelevant product entries.
Securely store, organize and share all sales-related documents in one place. From proposal to contracts to invoices and product sheets, access important files anytime, anywhere. Integrated document control ensures only authorized users can edit or download, supporting compliance and reducing delays in sales process.
Design, execute, and monitor targeted marketing campaigns with precision. This module enables segmentation of audiences, automation of email campaigns, and performance tracking through detailed analytics. With built-in tools to capture and nurture leads, your marketing team can drive higher engagement and generate quality leads that convert.
Capture, assign, and track leads throughout their journey from inquiry to closure. Automatically assign leads to the right sales reps, set follow-up tasks, and monitor progress. With real-time visibility and lead scoring, teams can focus on high potential opportunities and improve conversion rates significantly.
Set and track sales targets at individual, team, or regional levels. This module allows managers to define clear performance benchmarks and monitor achievement against goals in real time. Integrated alerts and performance analytics help identify bottlenecks, boosting motivation and accountability across the sales department.
Schedule, track, and manage all sales activities such as calls, meetings, demos, and follow-ups. Sync with calendars, receive automated reminders, and ensure no opportunity slips through the cracks. The dashboard offers a consolidated view of all tasks, ensuring seamless collaboration and improved time management.
Enable businesses to create and automate email campaigns with advanced scheduling and trigger-based workflows. Users can import databases from excel and spreadsheets, configure sequential messages, and ensure that follow-up mails are sent based on recipients' actions. The system tracks key performance metrics such as open rates and engagement levels, providing clear visibility into campaign efficiency.
Plan and manage on-field sales visits with detailed itineraries, client locations, and time tracking. Sales reps can log updates directly from the field, while managers monitor movement and outcomes in real time. Enhance team coordination, reduce travel inefficiencies, and ensure every visit delivers value.
Generate professional, itemized quotations in just a few clicks using real-time product data and pricing. Add terms, discounts, and validity dates with ease. The software also allows you to revise quotations and keep track of every revision. Quotations can be added to the email body for quicker client approvals. Track quote status and maintain revision history for better negotiation control.
Convert accepted quotations into sales orders with full traceability and order tracking. Manage fulfilment timelines, invoicing schedules, and delivery details efficiently. This module integrates with inventory and finance systems, streamlining the order-to-cash cycle while ensuring transparency and timely execution of each order.
Easily create and manage proforma invoices as preliminary commitments before issuing official invoices. This module ensures accurate details, including pricing, terms, and product descriptions. Ideal for international sales helps in managing pre-shipment documents and improving trust with clients before final billing.
Record client information anytime, anywhere.
View and print quotation on the go.
Track target assigned by managers in real time.
Access lead information in just a few clicks.
See each client’s stage in sales funnel by products.
View scheduled meeting and visit on the go.
Add client contact details anytime, anywhere.
Plan and track sales tour efficiently.
view and download lead, quotation, activity and target reports.
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Read More Sales Lead Tracker is a cloud-based CRM software that helps businesses manage leads, track sales activities, generate quotations, and streamline the entire sales process. It improves lead conversion, enhances team productivity, and provides real-time visibility into your sales pipeline.
Yes, Sales Lead Tracker includes powerful Quotation Management and Sales Order Management modules. You can create customized quotations, track their status, convert them into sales orders, and manage the complete order-to-cash process—all in one place.
Absolutely. Sales Lead Tracker is designed to be scalable and user-friendly, making it ideal for small and medium-sized businesses. Its flexible features help growing teams manage leads effectively without complex setup or high costs.
Yes, as a cloud-based CRM software, Sales Lead Tracker supports remote access from any device with an internet connection. It’s perfect for sales teams working in the field, enabling real-time updates, document sharing, and activity tracking on the go.
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