Shared Lead Lists 

The heart of all sales activities in OfficeSpot 2.0 is the Lead Manager, which allows to outline important projects clearly. Shared Lead Lists, defined by the business or project leaders, guarantee a coordinated and efficient sales control despite of departmental boundaries.

Personal Lead Lists

Personal Lead Lists help you to maintain and expand your individual customer network optimally.

Freely definable Lead Lists

The properties of Leads can be freely defined in OfficeSpot 2.0. Whether fair campaign, aquiring jobs or sending invitation cards, you can assign detailed source and status information to each lead. Sensitize your employees and yourself by marking customer status as "offer", "first contact" or "lost".

Sales and Forecasts 

The Lead-Manager in OfficeSpot 2.0 is a realistic and meaningful forecasting tool. You are always informed about the probabilty of a successful business transaction and the expected sales. 

Product and Price Management

The Lead Manager in OfficeSpot 2.0 combines product lists with predifined prices simply and clearly - and leaves you in complete creative freedom.

Adressbook Integration

The contacts from your adressbook can be easily and quickly connected with a variety of Leads. Product, pricing and customer data will be integrated automatically by the Leads. To improve communication you can also classify your contacts by type e.g. as a "client", "business partner" or "colleague". 

Tag Management 

In OfficeSpot 2.0  you can create Tags yourself (private Tags) or they are defined by the company (Shared Tags). These additional information help to keep track of the Leads.

History

All changes of a Lead are automatically saved in Officepot 2.0. Whether new source, new status or new day: Each access can be tracked immediately in the Lead Manager.

Note Management

With paper, telephone or email notes, you can always keep track of your leads.

PDF Export

You want to send your leads to a colleague or to your home office? No problem: OfficeSpot 2.0 has a PDF Export.

Filtering and dynamic Lead Lists 

Search and find your Leads in OfficeSpot 2.0 faster and easier with finely adjustable storage filters. Dynamic Lead Lists also offer the possibility to organize and maintain even the largest volumes of data with a minimum of time and space.

Integration of tasks

Add any number of tasks to your Leads in OfficeSpot 2.0 which can be handled by your staff - once you have delegated the task, it appears as a new job in the colleague´s Task Manager.