Lead Management

Capture, Manage, and Score Leads

Start turning leads into sales with Commence CRM’s lead management system. Capture leads from multiple sources including your web site and properly qualify them using the product's lead rating and scoring system. Manage and track all activity from qualified leads, schedule follow-up appointments and place the unqualified ones back into the marketing campaign management program.

  • Import leads from third party source or web forms
  • Segment leads based on specific categories
  • Auto assign leads to appropriate sales representative or channel partner
  • Rate and score leads based on pre-defined qualification criteria
  • Convert leads to opportunities and ensure appropriate follow-up
Commence CRM  Video - CRM Accounts and Contacts Video

Core features:

Import Leads from Web FormsBuilt-in web forms capture leads directly into Commence CRM
Automatic Lead AssignmentAssign leads immediately with rule based workflow programs
Lead Qualification and Scoring Qualify every opportunity using the lead scoring/rating feature
Import Leads from External SourcesAuto import tool enables the import of leads from multiple sources
Automatic Lead ConversionConvert qualified leads into sales opportunities with a single click
Create Lead Categories For Automated Follow-up ProgramsSchedule pre-defined programs for hot, warm, and cold leads

CRM Lead Management Video


Commence CRM provides a robust lead management system that ensures that each lead is rated and scored based on pre-defined criteria. This enables your sales team to focus on the most promising new opportunities vs. chasing tire kickers. Leads can be imported directly into the system using the systems import tool, or captured directly from your web site using Commence CRM’s web forms feature. With Commence CRM you can be confident that leads are being properly qualified, followed up on and not falling through the cracks.