Lead management software you can put your name on
MerlinLead is white label lead management software and white label CRM. It keeps every enquiry, follow-up and quotation in one place.
Get every enquiry in one list
Enquiries come in from many places. They all land in one lead list.
- An enquiry form for your website, as its own page or one you add to your site
- A spam check, and a note of which advert each enquiry came from
- Import leads from CSV or Excel files, and see which rows had errors
- Your email inbox, once you connect a mailbox
- IndiaMART and TradeIndia enquiries, once you add your account details
- JustDial enquiries, from the emails you forward
- Leads from your referral partners
- Calls you log, and leads you type in
- A warning when the person is already on file
IndiaMART, TradeIndia, the email inbox, SMS and WhatsApp work once you add your own account details in Settings. Until then they send nothing.
See every lead on a board
Move each lead along your own stages, from first enquiry to won.
- More than one pipeline if you need it
- A board you drag cards across, and a list view
- Close a lead as won, lost or closed, with a reason
- Move leads to another person and change many at once
- IndiaMART and TradeIndia enquiries shared in turn by city or product
- Late-evening enquiries wait in a list for the next morning
Never miss a follow-up
Note every call and meeting, and set the next date.
- Calls, meetings, visits, notes and tasks on any record
- A calendar of what is due
- Reminders for a lead with no activity, a late follow-up and a quotation about to expire
- Alerts for overdue items on your dashboard
- App notifications, and a daily summary email for the owner
One customer, listed once
Find the same person twice and join the two records.
- Find duplicates by phone, email or tax number
- Join two records into one
- People and organisations, each with several phones and emails
- Coloured tags and your own fields
- Undo most changes within 30 seconds
From lead to quotation to invoice
Send a quotation with the GST worked out, then carry on to the order and the bill.
- Quotations with GST worked out for you
- A quote below the minimum price waits for approval
- Accepting a quotation marks the lead won
- Then a sales order, with partial delivery
- Then a tax invoice, numbered when you issue it
- Items sold are listed for each customer, with warranty
See who is hitting the target
Set targets and watch progress as leads are won.
- Targets for each person, group and branch
- Incentive plans, with approved payouts
- Dashboards for today, sales, after-sales and team
- 24 ready reports, with print and Excel export
- Reports on lead sources, late follow-ups and each salesperson
Your leads on your phone
The mobile CRM app runs on iPhone and Android phones, in English and Hindi.
- Today screen, lead board and lead list
- Call, note and follow-up from the lead
- Scan a visiting card to start a lead
- Quotations, customers and support tickets
Already have an account?
Sign in to MerlinLead at app.merlinlead.com.