Web Based CRM Software
Leopard CRM, the easiest way to transform your business.
Leopard CRM Features in Detail
Leopard CRM's interface is very easy to use, because of this, it can be easy to overlook the power hidden under the hood. Here is a comprehensive list of each Leopard CRM feature in detail.
Project Management
- Create project plans
- Set start and due date for a project
- Assign milestones to a project
- Set start and end date for a milestone
- See at a glance if your project is on track
- Assign a project manager to oversee a project
- Assign a separate person to oversee individual project milestones
- Record tasks required to complete a milestone
- Assign tasks to individuals
- Set priorities for project tasks
- Users can list project tasks by priority
- Attach files to a project
Sales Management
- Record all sales opportunities for your business
- Assign a manager to individual deals
- Assign a salesperson to an opportunity
- Record the status of the sale according to a sales cycle
- Sales cycle steps include:
- Sales lead
- Marketing communication
- Qualification
- Presentation
- Proposal
- Negotiation
- Closed
- Record the history of progress through the sales cycle for each deal
- Track which leads were generated from a particular marketing campaign
- Categorise sales leads (eg: according to product/service type, etc)
- Manage your sales pipeline
- Forecast your sales numbers for each sales period
- See how sales performance compares to last sales period
- Be alerted to sales performance issues
- Manage a team of salespeople and keep track of their opportunities
- Set projected dollar amounts and closing dates for each deal
- Assign a probability of success to each deal
- Record whether an opportunity successfully closed
- Record the amount of each closed, successful sale
- Group opportunities by category, status, salesperson or sales manager
- Report on successful deals from the last 7 days
- Report on successful deals made by your team of salespeople from the last 7 days
- View all sales opportunities with a particular customer
- Assign a note to a sales opportunities
- View all customer correspondence for each sale
Marketing Campaign Management
- Add particular contacts to a marketing campaign
- Search for targeted marketing leads based on:
- Previous marketing campaigns
- Purchase history
- Geographic location
- Referral source
- Job role
- Company
- Job title
- Previous event attendance
- Particular types of contact from staff (eg: types of inquiry, support, sales, phone calls, emails, etc)
- Previous contact with particular staff members
- View a list of all targeted campaign members including their name, company name, email address and preferred phone number
- Record a cost for each campaign
- See at a glance, the sales amounts generated for each campaign for return on investment (ROI)
- Export targeted contacts for each campaign
- Attach files to a campaign
- Mark each stage of the campaign including when contacts are exported and when marketing communications have been sent
- View the history of each campaign and which staff members were involved
- View all marketing campaigns an individual customer has been a part of
Customer History
- Track the history of all of your customers
- At a glance, view:
- All the previous events that customers have attended
- All upcoming events that the customer is attending
- All marketing communications for your customer
- All sales opportunities, current and historical
- Files that have been attached to your customer
- All correspondence and contact between your staff and your cusotmers
- Track customised types of correspondence
- Full HTML formatting abilities for customer notes
- Copy and paste from emails with preserved formatting
- Easily set follow up tasks or appointments when entering customer notes
Contact Management
- Store comprehensive information on your customers and contacts
- Centralise your customer database for sharing with staff members
- Quick search system to get customer information fast
- Easily search for company links when entering contacts
- Categorise contacts by regions, referral sources, and many more search criteria
- Fully customisable contact and address types
- Set a preferred contact method and address for each contact
- Easily see all contacts belonging to a company including information on the last contact with each customer
File Attachments & Uploads
- Attach files of virtually any type
- Attach files to many different types of information including:
- Contacts/customers
- Companies
- Events
- Marketing campaigns
- Projects
- Keep files centralised within the system so you can easily share files with other staff
- Easily update files with new versions
Shared Calendars
- View calendar information by month
- View calendar information by week
- "Quick Add" a calendar item for the current day with 1 click
- Fully customisable calendar item types
- Set particular appointments as public (visible by all users) or private (visible only by owner)
- All day classification for calendar items
- Set a subject and detailed notes on appointments
- Easily set reminders for calendar appointments
- Combined calendar with appointments, projects, milestones and events
- Create customised calendars by grouping users into calendar filters (eg: executive staff calendar, sales team calendar, etc)
See Leopard CRM software in action.
Get a free 30-day trial of Leopard CRM.
You can have all that Leopard CRM offers
for only $45 per user per month.
Download the PDF brochure explaining the benefits of CRM software.
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