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Lead Management Resolve Work

Lead Management CRM - Resolve Work CRM<br>Centralize all leads in one place with smart capture and tracking tools. Auto-import leads, assign them to staff, and convert leads into loyal customers for long-term business growth success.<br><br>Explore our Lead Management Feature: https://resolve.work/features/lead-management/<br><br>Key Features:<br>Centralized lead database with complete history<br>Lead capturing forms with custom fields<br>Lead status management (New, Contacted, Qualified, Converted)<br>Convert leads to customers with one click<br>Lead reports & conversion analytics

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Lead Management Resolve Work

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  1. Home About Us Features  Integrations Contact Us Schedule a Demo LEAD MANAGEMENT Explore our Lead Management Feature Manage all potential clients in one place, track progress, auto-import leads, add notes, create proposals, and organize stages easily. Contact Us #1 Lead Management The Lead Management feature in Resolve Work CRM allows you to easily add and manage customers (leads) through a well-structured process. To add a new customer, navigate to the dashboard and click on the Customers section, then select the New Customer button on the left side. You can assign specific permissions to each customer, controlling their access to di?erent areas like support or piping systems Billing & Shipping fields are used for invoicing, allowing separate addresses for billing and shipping. Advanced Options provide additional fields for customization, such as Groups, allowing you to organize customers into groups for better reporting and analysis. The Currency field lets you set a custom currency for each customer, while Language options enable you to select a language for the customer’s portal, with the ability to translate the system based on customer preferences. Once all required data is filled, click Save, and you can choose to send the Welcome Client email template to the new customer. Customers can then log into the client portal via the URL, where they can access their details and invoices. Additionally, you can quickly add new customers using the Quick Insert button from the top left of the dashboard. Streamline Your Lead Management – Close Deals Faster! Contact Us To Get Started! Important Pages Contact Info At Resolve Work, we specialize in creating custom CRM solutions tailored to your business. Our team develops scalable, feature-rich platforms that streamline project management, automate workflows, and improve customer relationships. Home info@resolve.work About Us +91 9998 707978 Features B- 503, Solitaire Corporate Park, Nr. Divya Bahaskar, SG Hwy, Makarba, Ahmedabad, Gujarat 380015 . Integrations GSTIN: 24ABLFR1022M1Z7 Contact Us Privacy & Policy Show GST Address Terms & conditions Cancellation & Refund Policy  Copyright © 2026 . All Rights Reserved.

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