CRM — Lead and Customer Management

Keep your sales pipeline organized from first contact to closed customer.

With Pleelo CRM, your team can:

• Track who asked about your services
• See which deals need attention right now
• Set reminders so follow-up does not get missed
• Turn qualified opportunities into customers with less rework

If your team is still managing opportunities in notes, email, or spreadsheets, CRM helps bring that process into one place.

What Is a Prospect?

Someone who showed interest but hasn't bought yet.

Examples:

• Called asking "How much?"
• Emailed: "Tell me more"
• Saw your ad and asked for quote

How to Register

1. Go to CRM > Prospects
2. Click New Prospect
3. Name, phone, email
4. Product interested in
5. Save

What Is Pipeline?

A view of "where are my prospects going".

Typical stages:

1. New: Just arrived
2. Contacted: Already called
3. Interested: Wants more info
4. Quoted: Sent quote
5. Negotiating: Talking price
6. Won: Sold!
7. Lost: Chose someone else

How to Move

Drag & drop on board or edit status manually.

What to Save

• Full name
• Phone (mobile preferred)
• Email
• Company (if employed)
• Position (if relevant)
• Notes: "Likes blue color", "Best 9-12am"

The Big Moment

When prospect says "Yes, I buy":

1. Open prospect
2. Click Convert to Customer
3. System creates customer with their info
4. Now you can create invoices
5. Prospect moves to "Won" in pipeline