Give every lead an owner
Capture or import leads and assign them to the relevant team members.
RELATIONSHIPS / SALES FOLLOW-UPS
Customer Relationship Management
Turn the next conversation into a clear next step.
Organize leads, customer communication and sales opportunities so your team can follow up with context.
Follow up with context
Keep calls, meetings, follow-up outcomes and opportunity stages connected.
See the wider pipeline
Review lead sources, pipelines and follow-up activity through sales analytics.
INSIDE THE SOFTWARE
A closer look.
A clearer conversation.
An actual Digitalso interface preview. Request a walkthrough to review your specific workflows and configuration.
THE ACTUAL WORKFLOW
Beyond the dashboard.
Original Digitalso screens from the relevant workflow. Open an image to inspect it at full size.
View full screenCRM / new lead
Actual Digitalso lead capture interface
View full screenCRM / calling & follow-ups
Actual Digitalso calling and follow-up interface
View full screenCRM / reports
Actual Digitalso CRM reporting menu
THE DETAILS THAT MATTER
Practical capabilities.
Explore the core capabilities. Configuration and implementation details are agreed around your requirements.
Lead Management
Capture, organize and maintain business enquiries.
Lead Import
Import existing lead records into your CRM.
Lead Assignment
Assign and transfer leads between team members.
Sales Pipeline
Track opportunities through defined sales stages.
Follow-Up Management
Schedule follow-ups and record their outcomes.
Activity History
Maintain records of calls, meetings and customer interactions.
Customer Conversion
Convert eligible leads into customer records.
Quotations & Proposals
Prepare commercial documents for potential customers.
Contract Management
Maintain customer agreements and related approvals.
Sales Analytics
Review pipelines, lead sources and follow-up performance.
Access Permissions
Control visibility and actions according to user roles.
A CLEAR WAY FORWARD
From your workflow
to a practical plan.
- Capture and assign enquiries
- Record activity and schedule follow-ups
- Progress opportunities and customer records
YOUR QUESTIONS
Before we begin.
Need to check a specific requirement? Let’s review it in your demo.
Can we import existing leads?
Yes. Lead import is included in the supplied CRM features. We will review your source data and the required fields before migration.
Can access be controlled by role?
Yes. Access permissions control visibility and actions according to the user roles configured for your team.
CONNECT THE NEXT PART
Explore related solutions.
LET’S BUILD SOMETHING USEFUL
See how it could work for your team.
Share your requirements. We’ll help you find the right starting point.