Functionality of the Lead Management module:

• Accounting for the lead database (potential customers).
• Automatic creation of lead cards when receiving calls from a virtual ATC;
• Automatic closing of lead cards;
• when creating a counterparty on the basis of the lead card (in this case, information from the lead card is transferred to the counterparty card);
• when saving the phone number indicated in the lead card in the counterparty’s card.

• Call history in the lead card.
  

• Lead synchronization with virtual ATC clients, uploading new or changed leads to the virtual ATC.

• Separation of leads by information sources.

• Lead Statistics Report. Classification by sources of information, by responsible managers. Indicators in the report: Conversion of leads to counterparties, number of events by leads, number of new leads. (as an additional solution: lead funnel (the sum of orders, sales, payments, profit)).

• Separation of leads by status - Hot, warm, cold, unpromising.

• Automatic call planning by leader, depending on status (hot, warm, cold). For each status, the number of days through which the event is scheduled is set.

• Creating tasks for users from the lead card.

Functionality of the Lead Management module:

• Accounting for the lead database (potential customers).
• Automatic creation of lead cards when receiving calls from a virtual ATC;
• Automatic closing of lead cards;
• when creating a counterparty on the basis of the lead card (in this case, information from the lead card is transferred to the counterparty card);
• when saving the phone number indicated in the lead card in the counterparty’s card.

• Call history in the lead card.
  

• Lead synchronization with virtual ATC clients, uploading new or changed leads to the virtual ATC.

• Separation of leads by information sources.

• Lead Statistics Report. Classification by sources of information, by responsible managers. Indicators in the report: Conversion of leads to counterparties, number of events by leads, number of new leads. (as an additional solution: lead funnel (the sum of orders, sales, payments, profit)).

• Separation of leads by status - Hot, warm, cold, unpromising. 

• Creating tasks for users from the lead card.

• The ability to call from the customer card.
• Getting information about the client with the active call (by pressing the key combination "Ctrl+1").
• Saving the history of conversations in the customer card.
• the ability to play a conversation recording;
• automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information;
• The state of user internal lines (active, talking, offline) on StreamTelecom:
• the ability to call another internal line;
• the ability to transfer the current active call to another extension.
• Uploading customer orders from BAS to CRM StreamTelecom:
• вthe ability to synchronize the nomenclature of BAS and CRM "StreamTelecom".
• Information about missed calls for a specified number of days, the organization of the chime.
• Synchronization of BAS clients with “StreamTelecom” clients:
• regular unloading of modified and new customers from BAS to StreamTelecom;
• transfer from BAS in “StreamTelecom” binding the client to the manager.

• The ability to call from the customer card.
• Getting information about the client with the active call (by pressing the key combination "Ctrl+Q").
• Saving the history of conversations in the customer card.
• the ability to play a conversation recording;
• automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information;
• The state of user internal lines (active, talking, offline) on StreamTelecom:
• the ability to call another internal line;
• the ability to transfer the current active call to another extension.
• Uploading customer orders from СRM StreamTelecom:
• the ability to synchronize the nomenclature and CRM "StreamTelecom".
• Information about missed calls for a specified number of days, the organization of the chime.
• Synchronization with StreamTelecom clients:
• regular unloading of modified and new customers to StreamTelecom;
• transfer in "StreamTelecom" binding the client to the manager.

• The ability to call from the customer card.

• Getting information about the client with the active call (by pressing the "+" key on the numeric keypad).

• Saving the history of conversations in the customer card:
• the ability to play a conversation recording;
• automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information.
  

• Information about missed calls for a specified number of days, the organization of the chime.

• Synchronization with Phonet clients:
• regular unloading of modified and new customers to Phonet;
• transfer to "Phonet" of client binding to the manager.

• The ability to call from the customer card.
• Getting information about the client with the active call (by pressing the key combination "Ctrl+Q").
• Saving the history of conversations in the customer card:
• the ability to play a conversation recording;
• preservation of the history of sms-messages received on our phone numbers in Binotel, as well as those sent from Binotel;
• automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information;
• The state of user internal lines (active, talking, offline) on Binotel:
• the ability to call another internal line;
• the ability to transfer the current active call to another extension.
• Information about missed calls for a specified number of days, the organization of the chime.
• Synchronization clients with “Binotel” clients:
• regular unloading of modified and new customers from Binotel;
• transfer in "Binotel" binding the client to the manager.

• The ability to call from the customer card.

• Getting information about the client with the active call (by pressing the "+" key on the numeric keypad).

• Saving the history of conversations in the customer card:
• the ability to play a conversation recording;
• automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information.
  

• Information about missed calls for a specified number of days, the organization of the chime.

• Synchronization of BAS clients with Phonet clients:
• regular unloading of modified and new customers from BAS to Phonet;
• transfer from BAS to "Phonet" of client binding to the manager.

• The ability to call from the customer card.
  

• Getting information about the client with the active call (by pressing the key combination "Ctrl+1").

• Saving the history of conversations in the customer card:
• the ability to play a conversation recording;
• preservation of the history of sms-messages received on our phone numbers in Binotel, as well as those sent from Binotel;
• automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information;
  

• The state of user internal lines (active, talking, offline) on Binotel:
• the ability to call another internal line;
• the ability to transfer the current active call to another extension.

This solution will allow you to loop communication with leads and counterparties. Previously, call scheduling was implemented only for leads by hard statuses: Hot, warm, cold, hopeless.

But, many of our clients have their own interaction statuses and may be different for leads and counterparties. Therefore, we have added the "Interaction Statuses" reference book, where you can enter your own interaction statuses with contractors and leads and set (or not set) the cyclicality of contacts with clients for them.