Capture website leads, customer enquiries and contact details and move them into an organized sales workflow.
Gen Softech develops custom lead capture software for businesses in Delhi, Noida, Gurgaon and across India. The system can collect leads from selected sources, store customer information, assign leads to sales users and maintain follow-up activities from one centralized platform.
Businesses receive potential customer enquiries through websites, landing pages, campaigns, referrals, phone calls and other channels. Capturing these details consistently is the first step toward building an organized sales process.
Lead capture software provides a centralized way to collect customer information and transfer it into a defined lead management workflow. Instead of keeping lead details in disconnected forms or spreadsheets, teams can work with structured lead records.
Gen Softech develops customized lead capture solutions based on your business requirements. Lead fields, sources, assignments, statuses, follow-ups, dashboards and reports can be designed around your sales process.
Whether your business operates in Delhi, Noida, Gurgaon or serves customers across India, the system can be planned around the channels through which your business receives leads.
Capture lead information and connect it with the sales process through practical lead management features.
Collect customer name, contact details, requirements and other relevant information through configured lead sources.
Connect website and landing-page forms with the lead management workflow according to project requirements.
Record where leads originate so teams can organize and review lead sources within the system.
Assign captured leads to sales executives, teams, branches or departments according to business rules.
Maintain follow-up dates, customer conversations, remarks and next actions for captured leads.
Review captured leads, sources, assignments, status and activities through configurable reports.
A useful lead capture system does more than collect contact information. It can connect a newly captured lead with the next steps in your sales process.
Once a lead enters the system, it can be assigned to the appropriate user, categorized by source or requirement, updated with customer interactions and moved through predefined statuses.
The complete workflow can be customized according to your lead qualification and sales process.
Customer information is received from a configured source.
The lead is allocated to the appropriate sales user or team.
Sales users communicate with the customer and record relevant activities.
The lead is updated according to the final result of the sales workflow.
Keep captured customer information organized in one structured system.
Route leads to appropriate users or teams using defined assignment rules.
Connect customer interactions and next actions with individual lead records.
Review lead sources, status, ownership and activities through configured reports.
Connect relevant lead sources with a centralized capture and management workflow based on your technical requirements.
Capture enquiries submitted through contact, service and landing-page forms.
Organize leads generated through relevant marketing activities and campaigns.
Enter customer information received through calls into the same lead management workflow.
Maintain referred leads with their source and relevant customer information.
Different businesses require different information from their leads. A real estate company may need property preferences, while a software company may require project requirements and budget information.
Custom lead fields allow the system to capture information that is relevant to your sales process instead of forcing every business into the same data structure.
Fields can be planned for contact information, requirements, lead source, assigned user, status, remarks and other business-specific details.
Name, phone, email and other relevant customer information.
Capture the customer's product or service requirements.
Record the source through which the lead entered the system.
Maintain useful notes and customer conversation details.
Once a lead is captured, the next step is deciding who should handle it. A structured lead assignment process can route leads to sales executives, teams, branches or departments based on defined business rules.
Assignment can be designed around location, product, service, lead source, department or other criteria used by your organization.
This creates clear ownership of captured leads and keeps the subsequent follow-up process connected with the responsible user.
Assign leads directly to an individual sales executive.
Route leads to a specific team or business unit.
Assign leads according to defined locations or sales territories.
Configure routing logic according to your organization's workflow.
Maintain customer conversations, follow-up dates, remarks and next actions within the relevant lead record.
Record planned dates for the next customer interaction.
Maintain relevant details from customer calls and sales conversations.
Add useful notes and customer requirements to the lead record.
Record the next activity required for an active lead.
Lead status provides a simple way to understand where a captured lead currently stands in the sales process.
Statuses can be configured according to your workflow. Depending on the business, a lead may move through stages such as new, contacted, qualified, proposal, converted or closed.
Different workflows can be created when your sales process requires separate stages for different products, services or teams.
A newly captured lead awaiting review or initial contact.
Initial communication has been made with the customer.
The lead has been reviewed and is suitable for further sales activity.
The lead reaches its final outcome according to the defined business process.
Record lead source information so your team can organize and review leads according to their origin.
Identify leads captured through website and landing pages.
Maintain the source of leads generated through marketing campaigns.
Record leads received through referrals and business relationships.
Record leads received through direct calls and other offline customer interactions.
Use configured dashboards and reports to review lead sources, assignments, statuses and sales activities.
Review captured leads according to selected dates and business filters.
Review leads according to their configured source or campaign.
Review lead ownership and activity by sales user or team.
Understand lead distribution across the configured sales statuses.
Lead generation processes differ between businesses. A custom lead capture solution can be designed around your lead sources, customer information, assignment rules and sales workflow.
Gen Softech can customize lead fields, source tracking, status workflows, user permissions, dashboards, reports and compatible integrations according to project requirements.
Capture information specific to your products, services and customers.
Define how captured leads should be assigned to users, teams or departments.
Display lead information relevant to sales and management users.
Connect compatible websites and business applications according to technical requirements.
Sales teams may need to review and update leads while working outside their main office. Responsive interfaces can make frequently used lead management functions accessible across different screen sizes.
Depending on project requirements, mobile-friendly screens can be designed for lead details, assignments, status updates, follow-ups and relevant dashboards.
Configure access according to user roles and responsibilities so lead and customer information is available to the appropriate users.
Control access to lead management features according to assigned user roles.
Manage access to relevant lead and customer information according to business requirements.
Manage sales users, teams and responsibilities from a centralized administration area.
Maintain relevant lead activities and customer interactions within the application.
A customized lead capture system can be adapted to different industries, customer journeys and lead generation channels.
Capture property enquiries, customer requirements, location preferences and sales follow-ups in one structured system.
Capture software enquiries, project requirements, service interests and customer discussions.
Manage student enquiries, course interests, counselling details and admission-related follow-ups.
Capture vehicle enquiries, customer requirements, quotations and sales communication.
Organize service enquiries, customer requirements, proposals and follow-up activities.
Capture product enquiries, customer requirements and sales opportunities through a structured workflow.
Leads may come from websites, landing pages, marketing campaigns, advertisements, referrals and other sources. Connecting relevant sources with a centralized lead system can create a more consistent data flow.
Depending on technical requirements, integrations can be developed using APIs, website forms and other compatible business applications.
The integration approach depends on the existing application, available APIs, data structure and required workflow.
Connect website forms with the lead capture workflow.
Exchange lead information with compatible external systems through APIs.
Organize leads generated through configured marketing sources.
Keep relevant lead and customer information connected within the workflow.
We focus on understanding your lead generation process before defining the required features, workflow and system structure.
Build the software around your actual lead capture and sales workflow.
Configure lead fields, sources, statuses, permissions, dashboards and reports according to requirements.
Design the system around your teams, products, departments and lead workflow.
Discuss your existing lead process before defining the required software functionality.
Share your lead sources, customer fields, assignment process and follow-up workflow. We can help plan a customized solution for your business.