CRM for Marketing - Lead Management

Online Lead Capture

Using Workbooks’ Web-to-lead functionality you can capture leads directly from your own website, into Workbooks.

• Create different forms to capture different types of leads
• Automatically assign leads to queues and notify people
• Capture the source and campaign of the lead and any other information you need to track

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Web-to-Lead

Distribute Leads

Efficiently distribute leads to your sales team through Workbooks’ ‘Assigned To’ functionality, helping you to manage your lead flow process more effectively.

Assign leads to the correct person and schedule follow up activities for your colleagues to ensure your leads are being actioned. You can even create reports to show which leads haven’t been progressed promptly to ensure sales opportunities aren’t lost.

Integrate with Google Adwords

Workbooks integrates with Google Adwords enabling you to track which of your online campaigns are the most effective.

• Track ‘Organic’ and ‘Pay per click’ leads
• Identify which keywords generate the most leads
• Monitor which Google Adwords campaigns and ad-groups are most effective