Lead Management CRM for Everest Fleet

Our Lead Management CRM is specifically designed to streamline and enhance the lead management process for Everest Fleet. This robust CRM system provides role-based access to ensure that every member of your team, from Admins to City Managers and Team Leads, can efficiently manage and interact with leads.

Key Features:

  • Ameyo Integration: The CRM seamlessly integrates with Ameyo, allowing agents to initiate calls directly from the CRM interface. This integration enhances productivity by reducing the time spent switching between systems and ensures that all call activities are logged and tracked within the CRM.
  • Comprehensive Lead Management: Add/Edit Leads: Users can easily add new leads or edit existing lead information. This ensures that all lead data is up-to-date and accurate.
    Import/Export Leads: The CRM supports bulk import and export of leads, making it easy to upload large volumes of lead data or download lead information for reporting and analysis.
    Schedule Leads: Users can schedule follow-up activities and reminders for leads, ensuring that no potential customer is overlooked.
  • Call History Tracking: The CRM logs all call activities, allowing users to view detailed call histories. This feature is crucial for tracking interactions with leads, understanding customer engagement, and planning follow-up actions.
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