Manage your leads through monday.com

  • Time to read 1 minute
monday.com blog image

Do you want to be able to manage your leads in a more structured and efficient way?

If you do, monday.com is the tool for you. The solution was created for companies and teams to be able to work together, collaborate, create transparency and visibility; most importantly, it's fully customisable. 

What is lead management? 

Lead management is basically the process of managing all your leads and ensuring that they get the attention they need. 

Why is this important?

As your company scales, you get more and more leads naturally. Sometimes you can end up with more leads than you can handle. This can results in you paying less attention to leads. Implementing a good lead management process allows you to never miss out on opportunities. You can see the lead information, maintain communication, discern the hot leads from the cold ones and therefore improve conversion. 

Get started with monday.com

monday.com have a templates section, one of the templates is a Lead Management template. If you're not confident creating your own board straight away then this is a great place to start. 

Get your leads directly into monday.com using their forms functionality. Simply create a board, tailor-made to your specifications. With a few clicks of a button, you'll be able to create a form based on that board, share it with your clients by link or by embedding it on a website. Each response will create a new item with all the answers you need.

forms

Customise your board

With 20 different column types there's no right way to how you organise your boards. In the example below you can see that there is a people column, status column, numbers column, file column, and date column.

Sales Board

Automate your workflow

monday.com's automations centre allows you to automate and streamline your workflow.

Automatically inform your team when a deal is closed. It create a great atmosphere when you are able to shout about your success! 

sales notification

Want to be able to build a sales pipeline too?

To go along with your CRM and Lead Manager on monday.com, you can also build sales pipelines and use the bright and colourful status columns to visually present the status of ongoing leads to ensure you and your team are up to date on the life cycle of every client, this way you have all of your client information in one centralised place. Want to learn more about how to use monday.com for your Sales Pipeline? Click here

Interested in monday.com? Start a free trial today!

Click here