EQMS Lite is free CRM software for managing enquiries/leads in 3 easy steps. These are Enquiry, Follow up, Closure. This tool will help you manage each of these stages of progression of sales leads. This product is addressed to small businesses. You will be able to organize the sales process well and thereby increase growth. You are able to review complete sales process of your organization and make changes to optimize it. You will be able to review at a glance which products are selling well, best sources to generate leads, what happened during each follow up with a prospect and track the deals your organization has been able to win and which ones were lost altogether. Small businesses typically tend to manage this process in Excel, but that has problems of its own. The process is time consuming, not very secure at all and collating data is a major pain at best of times.
At the first stage, enquiries will come from many sources such as newspaper ads, Internet ads as well as cold calls. The details that come out of these enquiries need to be recorded so that follow ups can be done effectively. This information from leads let you analyze and track the product, or source that generates more leads/enquiries. Customer contact details can be organized for better follow up later. Using this product should not be a challenge to sales people. It would actually be easier with the well-organized information presentation. Details of follow ups such as how the follow-up was made and what transpired during the contact are important details for effective follow-up. Details of closure are recorded and let you analyze sales performance. This is a very good product.