Lead Management

Get the full picture by bringing your sales and marketing together in one harmonious and streamlined database.

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What is Lead Management?

Lead management is about creating a complete process to track and manage your sales leads (your potential customers) from their initial contact with your business through to their “conversion” into a sale, and so into being a customer.

But it doesn’t stop there. Lead management software also creates a process for how you maintain your relationship with the customer. Hence, the customer becomes a repeat customer, a loyal customer, and in time an advocate of your product or service.

Generate New Leads And Grow Your Database

Convert website visitors to leads and manage your interactions across every touchpoint.

Campaign Management Software

Our campaign management software gives you the power to run marketing campaigns directly from your CRM and track your success. You can create multiple marketing campaigns and stages for different segments your customer base and create automated campaigns.

Our CRM campaign management can be used to manage email marketing campaigns as well as other campaign types including PPC, Google Ads alongside traditional marketing methods.

Get The Full Picture

The all-in-one solution to streamline your sales and marketing.

  • Streamline your new leads process from initial contact through to sales closure.
  • Create custom fields to fit your business so you can segment your data and personalise your content.
  • Capture new leads from your website with web forms and build your database.
  • Automatically add new leads to email campaigns and create follow-up tasks.
  • Record interactions and notes in the activity timeline to maintain a full account history.
  • Generate powerful reports and analytics on all your customer data.

Lead Gen Automation

Create a customer-centric strategy with full visibility of all your prospects and customers.

Web Forms

Use Web Forms to capture contacts from a form on your website that automatically creates a lead in your Really Simple Systems CRM. You can use Web Forms for newsletter signups, white paper downloads, webinar registrations, free trials, demos, video downloads and more.

Activity Timeline

Each new lead generates it’s own activity timeline in the CRM, creating a profile for each contact. View at a glance your messages to and from the contact, email opens, clickthroughs and other interactions.

Automated Workflow

Make your team more efficient and productive by using automation to manage your leads. Having created a new lead from your web form you can add them to an automated Drip Campaign, sending a series of emails of a period of time – from within minutes, hours, days, weeks or months.

You might also set up automated workflows that create a task for one of your sales people to follow up, or integrate your CRM with the other systems you use.

The best way to see if our CRM is right for you is to try it.

Simply register for a free trial and we’ll help get up and running in no time.

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What Our Clients have to Say About TargetCRM

We serve clients from various industries; we want to serve you too.

Kaushil Patel
Apollo Infratech Pvt Ltd

“It was a wonderful experience to work with the team of Excellence consultancy so far.”

The target CRM is very simple to use, user-friendly for all our users and customized to fit our requirements. The way an excellence consultancy team provide a service is very unique and quick.

Raj Roy
Schnell India Machinery Pvt Ltd

“Our experience with Target CRM is good.”

We are happy with the support and services provided by Excellence Consultancy Services towards smooth functioning of Target CRM.

Manoj Goswami
The Sandesh Limited

“It was a great pleasure to work with Excellence consultancy Service.”

The team was professional and handled everything perfectly and gave us good support. The TargetCrm was cost efficient and once I started using it, I realized a streamlined process and much better organization. I can now focus my attention on the vital parts of my business and not worry about the small, day-to-day issues."

Karan Darak
Hifield-AG Chem India Pvt Ltd

“Target CRM has made it easy to organise, manage & sort customer leads, accounts & sales.”

It is a great piece of software that has been integrated with Hifield since 2014. Their data management system helps us keep track of all the leads, we have sent out and those who have expressed interest in our product or services. TargetCRM has been helpful for organisation whenever needed. They have customised the software for better working for our Business Managers and Administrators."

Amit Suthar
Galaxy Sivtek Pvt Ltd

“I highly recommend prospects to meet Excellence Consultancy Services dynamic leadership and team for their CRM solutions requirements.”

Excellence Consultancy Services targetcrm, is a team of highly professional, energetic, creative and technically sound and you always find them ready to extend quick support for your any question related to regular working, new requirements and development.

Yogest Raut
Cocoon IT Services Pvt Ltd

“ I am very happy for CRM’s mentioned modules support had very professional approach from you.”

You have done excellent support in all medium phone, emails and required development. You are completely aware of your system and know rightly where to make business requirements. For consultants it very much important to know functionality and technical limitations and I feel you have both. Wishing you a good luck! 😊"