Public lead forms
Collect enquiries from supported public or embedded forms into the lead-management environment.
LEADS & CUSTOMER RELATIONSHIPS
A lead deserves more than a spreadsheet row.
Capture enquiries, maintain prospect information, track sales follow-up and convert qualified leads into usable customer records.
Lead capture Customer master Follow-up Conversion
CRM & Lead Management
THE BUSINESS CHALLENGE
Enquiries come from different places. Follow-up should not disappear.
A retailer may receive enquiries through its website while a manufacturer works through repeat buyers and trade references. If those enquiries are scattered across inboxes and personal notes, the team cannot easily see what is awaiting attention.
XlinkONE CRM includes lead capture forms, customer records, custom fields and lead conversion workflows. These provide a foundation for organizing prospective business before a formal sale takes place.
WHAT YOU CAN MANAGE
Tools for the work behind crm & lead management.
The important capabilities are the ones that help your team record work consistently and follow what happens next.
Lead details
Maintain contact information, custom fields and source-related context where configured.
Lead conversion
Move eligible enquiries into the appropriate customer or other supported master workflow.
Customer organization
Use customer groups and records to maintain better business relationships after conversion.
A PRACTICAL WORKFLOW
From first enquiry to a useful customer record.
Follow the work in a clear sequence, with each stage recorded in the appropriate ERP module.
STEP 1
Capture
Receive the prospect details from a form or create the lead in the ERP.
STEP 2
Qualify
Review the enquiry, requirements and relevant follow-up information.
STEP 3
Convert
Create the supported master record when the lead is ready for the next business stage.
IN A REAL BUSINESS
A wholesale enquiry arriving through your website
A buyer asks for pricing on 500 garments and shares their business contact information. The lead can be recorded before your sales team prepares a formal estimate or creates an approved customer record.
YOUR QUESTIONS
What to know about CRM & Lead Management.
These answers explain the intended scope. Actual availability depends on your plan, configuration and the deployed ERP version.
Can my website send enquiries to XlinkONE?
The lead module includes public and embeddable lead-form capabilities. The precise integration method depends on the form configuration.
Does CRM automatically send every follow-up?
Automated follow-up should not be assumed. Automation and SLA features need to be verified against the installed CRM phase and configuration.
WORK WITH XLINKONE
Create Your Workspace Bring crm & lead management into your business workspace.
Explore the available configuration and connect the records your team needs to manage.