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Design and Development of Lead Management System


Description : Lead Management Systems have been designed by MechTechnologies. This system is a time and money saver for companies because it automates many tasks previously done manually. Tasks such as matching and sending leads, automating many of the processes that normally require a phone call from lead buyers such as lead refunds and adding money to their accounts can be performed. Any type of "lead" can be used with the system, it is simply a matter of specifying which fields in the application will be criteria that your lead buyers can choose from when ordering. For example, a mortgage lead system may have state, loan type, property type, and credit rating as criteria. Following characteristics can be observed in the system;
  • Leads can be assigned to different agents residing in a particular zip code.
  • Ability to charge different lead buyers different rates
  • Send out notification emails to lead buyers (agents) and leads when events happen in the system.
  • Status can be edited easily for a new, cancelled, accepted or sent for a particular lead.
  • Email Blast can be used to send template email messages to the clients.
  • Auto responding e mail messages can be generated through functionality present in the system.
  • Reports about the leads assigned/un-assigned can be viewed and exported to CSV file formats.
  • Web form editor is placed in the lead management system
  • Multiple fields having different data types can be created
 
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