Import and ownership
Connect agent channels or import local data while recording source and account ownership.
CONNEXT / Customer relationships
Lead Management
Give every lead an owner and a next step.
Consolidate leads from websites, business cards, acquisition agents, advertising and offline events. Manage source attribution, ownership and collaboration with tags, assignment, locking and recycling to reduce neglected opportunities.
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BUILT AROUND YOUR WORK
Core capabilities
Give every lead an owner and a next step.
Search and tagging
Search by name, source, status and tags in a centralized lead list.
Assignment and collaboration
Let business owners assign leads and configure collaborators and lock status.
Inactive-lead recycling
Leads untouched for more than three months in the sales workflow enter a recycling pool.
FROM INPUT TO IMPACT
How it works
- 01
Connect channels
- 02
Attribute ownership
- 03
Assign
- 04
Follow up
- 05
Recycle
DESIGNED FOR YOUR BUSINESS
Who it is for
Businesses with multiple lead sources that need clear sales ownership and recycling rules.
Connect knowledge, action and data.
Start with a defined business task and connect complementary products into a complete workflow. Share your needs to explore an appropriate combination.
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Connected products
LET’S CONNECT
Build a digital workforce around your business.
Start with a real need and connect the right products and workflows.