Lead Victor | Features

Contact Management

  • Source Tracking
  • Contact Grouping
  • Track Referral Partners
  • Excel Upload
  • Excel Download
  • Column Selector
  • Automatic Birthday Wishes
  • Automatic Anniversary Wishes
  • Quick Sort
  • Smart Filters
  • Quick Search

Lead Management

  • Add Lead & Contact Quickly
  • Source Tracking
  • Lead Assignment
  • Lead Status
  • Configure Average Lead Conversion
  • Lead Age Tracking
  • Interaction Tracking
  • Categorize Your Leads
  • Graphical View - Open / Closed Leads
  • Graphical View - Monthly Views
  • Graphical View - Lead Sources
  • Assignment Report
  • Status Report
  • Sources Report
  • Automatically send profile / catalog
  • Automatically send emails
  • Sort Leads as per Lead Age, Assigned, Status
  • Filter Leads as per Lead Age, Assigned, Status
  • Excel Upload / Excel Download
  • Quick Search
  • Column Selector

Task Management

  • Configure Standard Tasks
  • Set task to be added automatically
  • Set task to perform automatically
  • Kanban View
  • Daily Reminders
  • Weekly Reminders
  • Configure Task Types
  • Task Tagging
  • Task Notes
  • Speech to Text - Notes (NEW)
  • Add to Calendar
  • Track connections required
  • Sort Task as per Priority, Due Date, Assigned, status
  • Filter Task as per Priority, Due Date, Assigned, status
  • Excel Download
  • Quick Search
  • Recurring Task

User Management

  • Manage Users
  • Access Rights
  • Assign Leads
  • Assign Tasks
  • Review Performance
  • Manage ContactGroup
  • Manage TaskType
  • Manage LeadStatus
  • Manage Categories
  • Manage Sub-categories
  • Manage Template
  • Manage Quatation
  • Contacts Export to Excel
  • Leads Export to Excel
  • Task Export to Excel
  • Contacts Delete
  • Contacts Disable
  • Multi-level User Hierarchy
  • Multi-level Reporting

SMS

  • Configure SMS
  • SMS Templates
  • Auto send SMS
  • SMS Report

Whatsapp

  • Configure Whatsapp
  • Whatsapp Templates
  • Auto send messages
  • SMS Report

Email

  • Personalized Email
  • Use your existing Email
  • Configure Your Email
  • Email Templates
  • Auto Email
  • Email Signature
  • Email Report
  • Visible in your Sent mails

Training

  • In Person
  • Online
  • Videos
  • Self Starter Kit
  • Documentation

Integrations

  • Webhook Integration
  • Email Integration
  • Calendar Integration
  • SMS Integration
  • Whatsapp Integration
  • Website Integration
  • IndiaMart Integration
  • Facebook Integration (Upcoming)
  • JustDial Integration (Upcoming)
  • LinkedIn Integration (Upcoming)
  • Google Integration (Upcoming)

Security

  • 256 Bit SSL - Secure Site
  • Secure Connection
  • Authentication
  • Authorization
  • Secure Data
  • Encrypted Data
  • Geo-located Data Backup
  • Access Rights

Automation

  • Configure Rules
  • Manage Events & Actions
  • When This happens Then do That
  • Automate Notifications
  • Automate Reminders
  • Automate Reporting
  • Daily Auto Report of Pending Tasks
  • Weekly Auto Report of Summary

Mobile App - Android

Mobile App - IOS (Upcoming)

Global Search (upcoming)

  • Search Contacts
  • Search Leads
  • Search Tasks
  • Search To-dos
  • Search Notes
  • Search Emails
  • Search Anything

Configure

  • Users
  • Contact Groups
  • Contact Sources
  • Lead Types
  • Task Types
  • Standard Tasks
  • Auto Tasks
  • Email Templates
  • SMS Templates
  • Whatsapp Templates
  • Manage Lead Category
  • Manage Lead Sub-category
  • Manage Lead Status

Referral Rewards

  • Refer LeadVictor
  • Get Rewards
  • Redeem Rewards
  • Referral Report

Constant Engagement

  • Regular EduSeries
  • Regular Tips
  • Dedicated LeadVictor Coach
  • Monthly Summary

Quotations (Add-on)

  • Manage Quotations
  • Assign Task as Create Quotation
  • Quickly access Quotations for every lead
  • Generate Quotation as PDF
  • Attach Quotation PDF in the Email
  • View multiple quotations for a lead
  • Configure Product/Service Categories
  • Configure Product/Service Sub-categories
  • Configure Prices
  • Set Discounts
  • Auto-computed GST/VAT
  • Configurable Terms & Conditions
  • Configurable Header & Footer
  • Auto-add bank details, Payment links, and QR Code in the Quotation
  • Create your own unique Quotation format

One Click Snapshot (NEW)

  • Get overall insights with one view
  • View Leads Status (Open / Closed / WIP)
  • View Top Lead Sources
  • View Tasks Status (Done / Done after Due Date / WIP)
  • View Tasks Types Summary

Addon

  • Additional Templates
  • Call Utility
Enquire Now