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Lead Management

Generate more leads and close more sales.

ContactUs Lead Management

ContactUs Lead Management is an easy-to-use, mobile-friendly lead management solution designed for the unique needs of small businesses and local service providers. Use Lead Management to:

Manage all your leads in one place

Using a comprehensive view of every lead from every source across every stage of your sales funnel.

Track and optimize your marketing campaigns

Using key performance metrics including cost per lead, acquisition cost, conversion rates, and ROI.

Track and optimize your sales teams

Using key performance metrics including total order count, total order value, and close rates.

Executive Dashboard

View snapshots of key sales and marketing performance metrics and analyze important trends over time.

Track big picture metrics like new versus repeat customers, residential versus commerical orders, etc.

Track key marketing metrics including cost per lead, customer acquisition cost, and ROI

Track key sales metrics including total order volume, total order value, and close rates

Campaign Management

Track and manage all your marketing and lead generation campaigns in one place.

Create and edit marketing/lead generation campaigns

Group campaigns by lead source

Track campaign costs and create multiple campaigns to track shifting costs over time

Assign unique tracking urls and phone numbers to each campaign and use them to generate and track campaign performance metrics

Lead Tracking

Create and assign unique urls and phone numbers to your lead generation campaigns so you can track every lead back to its source and calculate key campaign performance metrics like cost per lead and ROI.

  • Use unique urls to track every web lead to a specific lead source and campaign
  • Use unique phone numbers to track every phone lead to a specific lead source and campaign
  • Record and replay all inbound phone calls on your tracked phone numbers
  • Track campaign performance metrics

Lead Capture

Create and manage custom forms for your website and use them to capture new leads.

Create and edit lead capture forms.

Customize fields and layout with built-in field validation

Customize look and feel to match your website and branding

Automate your response to new inbound web leads

Lead Assignment

Automatically assign leads to people and workflows using lead attributes such as service location and estimated order value. Ensure that each new lead is immediately assigned to a sales rep for immediate action and that the right people are working on the right leads at all times.

Create multiple cascading lead assignment rules and use them to automate lead assignment.

Assign leads using any combination of attributes including services requested, service location, estimated order value, timeframe and more.

Assign new leads to sales reps and your custom lead qualification workflow.

Assign qualified leads to sales reps and your custom lead processing workflow.

Ensure every lead is processed in a timely manner and never lose a lead again.

Lead Dashboard

Track and manage all your leads and related information, including tasks and proposals, in one place.

Get real-time alerts each time you get a new service report.

Define unlimited recipients for new service report alerts.

Segment alerts based on customer rating and instantly route negative service report alerts to your customer service team.

Select email or text (sms) delivery for each person on your team.

Sales Automation

Model and automate your lead qualification and lead processing workflows to ensure that every lead is worked by the right people the right way at the right time — every time.

  • Process leads exactly the way you want to with different workflows for different types of leads
  • Define any combination of manual (performed by a person) and automated (performed by a system) steps in your workflows
  • Add a timed delay and/or estimated duration to any workflow step
  • Get email or text alerts when leads are not being qualified or processed in a timely manner

Sales Funnel Management

Gain top-to-bottom visibility of every single lead in your sales funnel.

Define your sales funnel exactly the way you want to with as many funnel stages as you like

Track lead counts and estimated order value by stage

View the percentage contribution of leads in each stage for both lead count and estimated order value

Quickly identify and fix bottlenecks in your sales funnel to maintain and improve your close rates

Marketing Performance Reports

Use key performance metrics to track, manage and optimize the performance of your marketing teams and the lead generation campaigns they use to fill the top of your sales funnel.

Track key performance metrics for every marketing campaign including cost per lead (CPL), conversion rates, customer acquisition costs (CAC) and return on investment (ROI).

Rank and compare campaigns using any metric and identify which ones are working — and which are not.

Filter your report using any combination of campaign and lead attributes — and save your filter selections for easy access next time you want to use them.

Sales Performance Reports

Use key performance metrics to track, manage and optimize the performance of your sales teams in pushing new leads through your sales funnel and converting them into new sales.

  • Track key performance metrics for every sales campaign including total order count, total order value, close rates and performance against quota.
  • Rank and compare sales reps and sales regions using any metric and identify which ones are performing well — and which are not.
  • Filter your report using any combination of lead attributes — and save your filter selections for easy access next time you want to use them.

Heat Maps

Use heat maps to visually identify which locations are producing the most (and least) leads and sales.

  • Plot your leads and sales on heat maps.
  • Filter your heat maps using any combination of lead attributes — and save your filter selections for easy access next time you want to use them.

Proposals

Use key performance metrics to track, manage and optimize the performance of your sales teams in pushing new leads through your sales funnel and converting them into new sales.

Create multiple proposals for each lead.

Automatically include customer/prospect and your company information.

Configure specific services and products per service location.

Integrated approval management.

Integrated electronic signatures.

History Tracking

Track the complete history of a lead from origination through assignment to processing to close.

Who created the lead?

Who qualified the lead and what did they do and when did they do it?

Who processed the lead and what did they do and when did they do it?