Because Open Leads is web-based, it works independently of your operating system. You can use it in any popular browser, for Windows or Macintosh.
Open Leads truly is the easiest sales application you'll ever use. That's a bold claim, but we back it up. From top to bottom, we've rethought the way lead management applications should work, giving you all the features you need, while keeping everything simple and intuitive.
The best thing about Open Leads is its simplicity. Sure, it's robust, with all the powerful features you expect—but it's also logical, and intuitive, and easy to learn and use. What's more, we designed Open Leads to work for any organization, so you never have to worry about tailoring your business practices to suit your software. Open Leads adapts to you, instead of the other way around.
But what about power? Its all there: Sales Force Automation, Advanced Contact Management, and Marketing Automation.
Single-screen editing
Simple idea, big concept. The simple interface of Open Leads gives your sales staff the ability and power to manage any
lead from one screen. From a usability standpoint, this is a major development in lead management technology. Open Leads
pioneered this Web 2.0 technology and continues to innovate and lead the industry
24/7 web access
Since Open Leads is web-based, your data is available to you every minute of every day, 365 days a year. It's available
to you on practically any web-enabled device. Plus, we have the highest percentage of server uptime in the industry, so
we're always ready when you are.
Setup flexibility
Open Leads comes with libraries for many business types, so you can use it "right out of the box". You'll find a lot of
great ideas on how to sell and market your business, many ideas that you've probably never thought of before. Open Leads was
also built to be flexible—so you can create custom workflows, forms, fields, types or categories and more, to fit the way
you already do business.
Lead Management GPS
Knowing where you are in your sales process is critical to a successful sales strategy. Open Leads has the automation to let
you know who your best sales people are, where your best leads are coming from, and what's the strongest stage in your sales
pipeline. Open Leads gives you all the right information about your entire sales process.
With its powerful team selling features, Open Leads is the perfect tool for coordinating your sales staff.
Open Leads allows you to manage and automate the sales process from start to finish. By making it simple to add contact forms to your website, effortless to enter leads manually, and easy to import data, the prospecting process is covered from every angle.
Once leads are captured, workflows manage user and task assignment, as well as scheduling and executing automated email contact with your leads. Then our sales pipeline lets you monitor the process of closing the sale.
When used in conjunction with our Advanced Contact Management features, you can be assured that each lead is properly followed up. At each step of the sales process you can log all your comments, store and monitor emails sent, and attach documents, creating a permanent contact record.
Set it and forget it.
Automate your sales process using Workflows—sequences of actions that can be automatically applied to incoming leads. Workflows
can handle everything from assigning leads to sending emails. They're the central nervous system of Open Leads.
Get down to business
Open the lead detail screen and make calls, send email, schedule additional follow-up and appointments, or add comments to the lead. All you need to sell more—all
from a single screen.
Find what you're looking for
Manage your lead list by sorting leads according to type, user, position in sales cycle, date, and more, using a variety of built-in filters. Save your
results as Views for quick retrieval, mass emailing, label printing, or exporting.
Keep it together
Related leads can be grouped, keeping family members or company employees viewable together. You can even choose to
autogroup incoming leads, so that leads from the same email address automatically become related.
The key to closing more sales is to communicate with your leads consistently and successfully. Open Leads simplifies email marketing, adding consistent, effective contact to your arsenal of sales tools.
We've built Open Leads so that it works with your prospects on a personal level, no matter what the scope of your campaign. By retrieving pertinent information from the database and merging it into the body of your email messages, you ensure each message is relevant to their inquiry, and the prospect is greeted warmly and effectively. Whether used one at a time, or as part of an ongoing email "drip marketing" campaign, or a one-time "email blast" to your entire contact list, Open Leads makes it easy by automating the whole process.
Contact!
Create newsletter mail lists in Open Leads and schedule and email all from a single application. Plus, you
can create timed emails (drip email campaigns) and schedule them using Workflows.
Message library
Create and store your autoresponder messages, as well as commonly used sales email messages
in your Message Library. You can quickly load a message from your library when composing an email to
a prospect.
Your personal post office
Send email to one or more of your leads from Open Leads. Multiple contacts can be emailed a single message
with our Mass Email feature, and each message can be addressed
to the recipient personally, using email tokens.
Forms that follow function
Make it easy for your prospects to get in touch with you by quickly creating contact forms in Open Leads
and posting them to your website. Our Form Generator makes it easy, and no
knowledge of HTML is required.
Automatically respond
Create and send personalized Autoresponders—messages that you write and save to your
library, which are sent immediately to any prospect filling out your web form.
Most CRM applications fail because sales staffs find them too hard to use. Not so with Open Leads. You can update almost every element of the lead data from a single screen.
From our Lead Detail screen, you can view and create custom form fields, types, and tasks; view and assign sales personnel to leads; view and comment on the history of a particular lead process, and view the pipeline status for that lead.
Simply put, using Open Leads means no more searching for the right screen to find or update contact information or log follow-up.
Your data, the way you want it
View all your company's leads and sort them by date, type, source or user, or any combination.
Creating a series of views within your Open Leads account allows you to quickly view a variety of
data.
The right one for the job
Open Leads automatically routes leads to your sales staff in whatever manner you choose. You can assign leads on a
rotating basis, or to single or multiple users at will.
Find your superstars
Open Leads lets you monitor user activity across your entire sales staff. See not only who is the most active,
but also who is the most effective.
Your finger on the pulse
The Sales Pipeline shows you the status of each prospect, how close they are to being closed, and the value
of the opportunity. So you can monitor progress through the sales cycle, and track pending, closed and lost sales values.
Permanent record
Keep track of the course of a sale by entering comments in the History feature. History also automatically records all emails sent, documents
attached, and actions taken during the course of working the lead.
Secure boundaries
Our robust Permissions system lets managers grant or restrict access to data on a per-user basis, from read-only
to full administrative privileges.