Lead Management Software

Bulk data changes

A range of 18 operations that can be actioned in conjunction with the extension record selection options. This unique functionality enables you to effectively manage thousands of records in just a couple of clicks. If you need to allocate data across a whole team this can be done in one operation, a significant time saver.

Filter by any criteria

Update individual records, a specific number of records, or all records in the filter

Allocate records to people or other “data pots”

Bulk update almost any field

Reset data for re-working

Copy or move data to another database

Set time zones and more!

Data import/update

CallPro CRM can import from a range of delimited text files which includes spreadsheets such as MS Excel and OpenOffice Calc. Data can be in any format and is easily mapped to system fields. Import files can also be used to update and enhance existing records which means your system can be kept up to date and in sync with other database and data sources.

Easy-to-use import wizard

Auto set fields during import process

Dedupe records before importing

Combine multiple contact records into company account record

Import product/contract data

Import contact history data

API: Data acquisition and distribution

Use the api service to drive new data into the system completely unattended. The range of options includes functionality to alert someone and also make the new record the next one to be called – automatically.

Drive leads into the system from almost any source

Have a dynamic procedure to maximize data use

Respond to new leads in the minimum time

Send lead information out to third parties

Use CallPro CRM as a vital cog in your overall processes

Data management

The calling process can be configured to automatically manage the data so that records are recycled or discarded to ensure data is used to its maximum. By managing the data automatically callers/agents are also made more efficient as they are not wasting time on “bad” data and concentrate on the best data at the best times.

Build your own workflow processes

Use different workflows in each database

Maximize data usage

Work your data to ensure you get the most from it

Call-back management

Call-backs can be managed manually or automatically. In automatic mode call-backs are inserted into the calling queue and presented to the caller at the appropriate time. This ensures that call-backs are done and that promised call-backs happen when they were planned to happen. This function is separate from alarms which are also available but not recommded in a calling environment.

Maximize data usage by ensuring call-backs are actioned

Ensure successful lead management by working call-backs

Lead management will fail without call-backs