Lead Management
Streamline Your Lead Pipeline
Efficiently organize, track, and nurture leads from first contact to conversion. Our lead management platform empowers your team to maximize productivity, improve follow-ups, and close more deals with less effort.
Losing Track of Valuable Leads?
Without a structured lead management system, businesses risk losing potential customers due to missed follow-ups, poor organization, and lack of visibility. This leads to wasted opportunities and lower sales performance.
Disorganized Pipeline:Leads scattered across multiple tools and spreadsheets
Missed Follow-Ups:Manual tracking leads to missed opportunities
Poor Visibility:Limited insight into lead status and progress
Inefficient Collaboration:Teams struggle to coordinate on lead activities
Centralized Lead Database
Keep all your leads in one place for easy access and management. Our platform provides a unified view, allowing your team to quickly find, update, and prioritize leads.
Unified View:All leads organized in a single dashboard
Quick Search:Find leads instantly with powerful search
Custom Fields:Track relevant information for each lead
Easy Updates:Edit and update lead details effortlessly
Automated Follow-Up Reminders
Never miss a follow-up again. Automated reminders and task assignments ensure your team stays on top of every opportunity, improving conversion rates and customer satisfaction.
Smart Reminders:Automated notifications for follow-ups
Task Assignment:Assign tasks to team members easily
Activity Tracking:Track all interactions and updates
Calendar Integration:Sync with your calendar for seamless scheduling
Performance Analytics & Reporting
Gain actionable insights into your lead pipeline with real-time analytics and customizable reports. Monitor progress, identify bottlenecks, and optimize your sales process for better results.
Pipeline Metrics:Track lead status and conversion rates
Custom Reports:Generate reports tailored to your needs
Trend Analysis:Spot trends and forecast sales
Team Performance:Monitor individual and team productivity
Ready to streamline your sales process?
Get started with Erro today and see how easy it is to build your own workflow.
Everything your team needs to stay in sync.
From leads to invoices, Erro keeps your team aligned. Built-in CRM and project management tools help you track clients, assign tasks, and stay updated on every job.
Lead Generation
Capture and organize new leads to grow your business pipeline. Effortlessly capture leads from multiple sources including web forms, phone calls, and referrals. Organize and prioritize leads to ensure your sales team focuses on the most promising opportunities. Integrate with marketing campaigns to maximize conversion rates and keep your pipeline full.
Lead Management
Track, nurture, and convert leads with powerful management tools. Monitor every interaction with your leads, assign follow-ups, and automate reminders. Use custom tags and statuses to segment leads and tailor your approach. Collaborate with your team to ensure no opportunity slips through the cracks.
Marketing Automation
Automate outreach and follow-ups to save time and boost conversions. Set up automated email campaigns, schedule follow-ups, and personalize communication at scale. Track engagement metrics to refine your messaging and improve results. Free up your team’s time while maintaining a consistent brand presence.
Product Library
Store and manage your products and services for quick access. Maintain a centralized catalog of all your products and services, complete with pricing, descriptions, and images. Quickly add items to estimates and invoices, ensuring accuracy and saving time. Easily update details as your offerings evolve.
Sales Templates
Create reusable templates for estimates, proposals, and more. Build professional templates for estimates, proposals, contracts, and other sales documents. Customize templates to match your branding and streamline your workflow. Reuse templates to ensure consistency and reduce manual entry.
Estimate Creation
Build accurate estimates quickly and send them to clients with ease. Generate detailed estimates using your product library and pricing rules. Share estimates with clients via email or direct link, and track their status in real time. Make revisions easily and convert accepted estimates into projects or invoices.
Invoices & Payments
Generate invoices and accept payments directly from your dashboard. Create professional invoices in seconds and send them to clients with integrated payment options. Track payment status, send reminders, and reconcile transactions automatically. Simplify your billing process and improve cash flow.
Change Orders
Easily manage and track change orders throughout your projects. Create, send, and approve change orders with clients, ensuring all modifications are documented and agreed upon. Update project scope, pricing, and timelines seamlessly, keeping everyone informed and projects on track.
Ready to streamline your sales process?
Get started with Erro today and see how easy it is to build your own workflow.
Frequently Asked Questions
Do I need to install anything to use Erro?
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