Managing your leads can be tricky without the right tools.
If leads fall through the cracks, it can mean missed opportunities for your business.
That’s where Close CRM’s lead management system comes in.
With Close, you can easily:
- Capture leads from multiple channels (email, phone, web forms, chat)
- View all lead activity in one place
- Assign leads to specific team members
- Set reminders and tasks for follow-up actions
We put Close’s lead management system to the test by importing some of our affiliate marketing leads.
We were particularly impressed by the vast array of options for importing leads, including (but not limited to):
- HubSpot CRM
- Pipedrive
- CSV/Spreadsheet
- Google Sheets
- Salesforce
- Copper CRM
This means that moving from a previous CRM is a hassle-free process (with essentially no opportunity cost).
Close CRM also makes adding leads manually a breeze.
Here’s how it looked from our perspective.
Within each new lead card, we could easily add and edit the following:
- Lead status
- Confidence level
- Value
- Associated contact
- Assigned user
- Notes
- Custom fields
Once we had some new leads in place, here’s how it looked.
With Close CRM, we could easily track and manage all our leads in one place, making it a breeze to stay on top of potential deals.
The bottom line: If you need a way to take charge of your lead management and ensure no opportunities are missed, Close CRM is a great choice.
