See which enquiries need a response, who owns them and what should happen next. LeadTracker brings customer communication, follow-up and pipeline progress into one place, so your team can continue the conversation with the relevant information in front of it.
An enquiry may involve several conversations before the customer is ready to decide. Your team needs a way to keep that context, prompt the next action and see the current position.
LeadTracker brings the website form, the phone call, the email and the message into one record for each customer, so whoever picks it up next knows what’s already been said. We review how your team sells and the systems it already uses before recommending the fit.
Bifold doors, survey requested
Asked for a survey for bifold doors.Website form
Confirmed the request and said who would call.Automatic reply
Survey booked for Saturday morning.Phone call
Survey reminder sent.Reminder
Quotation sent. Follow-up set for Thursday.Email
Asked for a Google review.Review request
Bring agreed lead sources and conversations into a common view, so the person responding can find the customer’s requirement and understand what has already happened.
Use pipelines, appointments and follow-up automation to support the stages your team agrees. Each opportunity needs an owner and a useful next action, including when the customer isn’t ready to proceed.
Connect the source of an enquiry with its progress through the pipeline. Sales and marketing can then discuss which opportunities are suitable, where follow-up stalls and what needs attention.
The package, integrations and automation need to fit the process your team can maintain. We work through the requirements in the demonstration and confirm the available scope before recommending the setup.
The demonstration should help you judge how booking and communication would work for your team. We use your enquiry journey to explore the tasks involved, the customer information needed and where a person takes over. That makes it easier to assess whether the platform fits the way you handle demand.
Follow it from arrival through a conversation, an appointment and the next sales action. Check the information your team can see, the reminders it needs and the systems that would have to connect before deciding whether LeadTracker fits.
Your demonstration covers
If your question isn’t here, call 01934 808132 or email [email protected].
It covers the parts of a CRM a sales team uses every day: contacts, conversations, pipelines, appointments and follow-up, with the source of each enquiry kept alongside. Whether it should replace or sit beside your current system is something we work out with you.
Yes. Customers can book from a web page, and reminders and confirmations can be sent automatically. The demonstration uses your own enquiry journey to show how that would work.
That’s what the demonstration is for. We follow a typical enquiry through your process and configure the stages, reminders and automation around it, not the other way round.
Not necessarily. We look at the systems you already use and what they need to share before recommending a setup.
A specialist looks at how your marketing brings in enquiries and shows you where they’re leaking.
Tell us what you need and where it’s stuck. We’ll come back to you within one working day with the right person for the job.
A specialist replies within one working day. You’ll hear from someone who knows construction, building products and home improvement.
We can show you LeadTracker in the context of your own enquiry process. Let us know what you use now and what you’d like to improve.
01934 808132[email protected]
