Lead 360°

Lead Management with KONDESK is clear, detailed, precise, and streamlined with our 360° customer view CRM. It helps you find all the details on the Lead page. Lead management lets you manage the client’s details, services that the client is looking for, their allocation, and follow-up details.

Further, Payment history, File notes, documentation management, and many other features are present that make it easy for you to handle a lead and manage the related data with updates.
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Lead Management

Lead Management

The organization’s time could be saved with the lead management feature that allows you to allocate, and know the current status, and the upcoming follow-up of a lead.

Managing your lead at different levels becomes convenient for your business with this 360 view CRM.

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Appointment Flexibility

Appointment Flexibility

Once the leads are in place, all you need your 360 customer view CRM to do is fix the appointment. In the Appointment section, an agent can view the appointment calendar monthly, weekly, daily, or even in the list format. Moreover, the appointment schedule can even be bifurcated based on the client’s status.

The appointment schedule is also integrated with Microsoft teams and zoom.

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Client Account & Invoice Settlement

Client Account & Invoice Settlement

With this feature, you can create an invoice, for the services that the client gets from you, in easy steps. You can also, use this feature for generating invoices related to refunds, disbursements, and other purposes.

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Better Lead Management. Quick Documentation. Higher Revenue. This can be the picture of your business.

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