Leads Management System

Problem Statement: The client was a service based company. Over the years they had accumulated many clients and were managing their leads manually on Google sheets. The new leads brought from their marketing team was added in the same sheet. They were facing two issues:

• Regular follow up with leads on specified date and time.
• Data security of leads from junior members.

Magikos Solution: A google sheet based application for managing their leads data. The users of this sheet only see one lead at a time preventing data leaks. And the application schedules follow up with their leads based on input provided by the users.. The owner of the company can review the data whenever he wants.

Some of our system’s key features:

1. Scheduling calls as per date and time.

2. Google calendar synchronization.

3. Smart search by Client name/Company Name.

4. Past call’s notes.

5. Current call’s notes (comments).

6. Lead status/type of next follow-up.

7. Optional Add-ons- auto follow up notification to the user, WhatsApp integration, Click to dial option.