Leadomatic: To Do / Activities

Scheduling, Acting & Recording activities

Planning next action schedule and acting them on time repeatedly brings consistancy to your sales cycle. Recording activities & interactions by your sales team, keeps everyone updated on progress of each opportunity. Executives & management are always aware of their follow-up schedule.


We understand that sales is not one-call exercise. Sales executives have to go through various phone calls, emails, chats, meetings, discussions, proposal, negotiation etc before closing a deal. This exercise can be of a day or might take months or year. Let sales executives set their next action dates and record interactions to track the progress of opportunity. No more worries of executive not been around while other executive talks to a lead.

To Do / Activities means:

  • Activities are associated with leads
  • Create individual To Do activity
  • Record activity against a lead - who, when what
  • Choose next action date for quick scheduling
  • Activities history mainainted centrally
  • Act on activity from Lead/ToDo/Calendar
  • Realtime updation to your calendar
  • Activity report for Executives & management

  • As explained in Wikipedia, Lead Management is a term used in general business practice to describe methodologies, system and practices designed to generate new potential business clientele, generally operated through a variety of marketing techniques. It´s a process or a practice to be executed on enquiries or suspects to filter them as prospects and work on them continuously till they become your customers. Customerism and business relationships will be built later only if the suspect buys your product / services. Hence managing your leads is the crucial first step of your sales & post-sales cycle. An effective lead management initiative is the one which can bring business even from dead opportunities.
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    Researches says, about 30-40% of enquiries gets converted into qualified leads. Only 5% of leads close quickly. 70% of qualified leads want to buy your products/services but are not ready now. 40-50% of these qualified leads will buy eventually. But in reality, these eventual possible qualified leads always get dropped & forgotten. Sales team always focuses on those 5% of quick closures. Once early closures are done, their focus shifts to bringing in more leads. Businesses always focus on finding new marketing techniques, different ways of generating leads and spending money on them but never looks back on what happened to those 70% qualified leads? Businesses only need an extra push and a close tracking eye to nurture those 40-50% of qualified leads to close the deal. And… Leadomatic helps you doing it.
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    Are you using some kind of lead management system already? Or using some format of excel files to maintain and manage your lead or contacts? And… whatever you are doing now, Is your lead management software an obstacle instead of an aid to your business growth?

    Leadomatic provides a modern, flexible, very easy-to-use – a web based lead management SaaS software. Leadomatic is easy to adapt within your marketers & sales team. Leadomatic´s hosted solution ensures that you won´t outgrow your deployment. Leadomatic always gives you control over your data and let you access your system from any geographic location anytime.
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    Don´t confuse this with a contact manager or an excel sheet with the columns to track their name, email ids and phone nos. Closing a deal is much more than that when your sales people have to make multiple rounds of phone calls, writing emails, chats, visits etc. Your business is so dependent on your sales personnel for any kind of information & stage evaluation of your leads and business pipeline. Leadomatic provides a single view to all your lead information (contact & activities) so far to empower your team to make educated, insight and fruitful conversations with your leads even if your sales staff changes.
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