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Lead Management

Auto-assign leads, identify the most valuable sources, and nurture the most promising opportunities.

Lead & Opportunity Overviews

Customize selling stages, cards, sorting, and views for various organizational levels.
Qualification (97)
Potential Revenue | $2.9 m
Extentic Corporation
$190k
Product 1 | Product 2 | Service A |Service B
ES
4 days
Cogmatics Inc.
$175k
Product 1 | Product 3 |Service B
ES
1 days
Central Aspect
$170k
Product 1 | Product 2 | Service A
ES
2 days
Demo (44)
Potential Revenue | $1.7 m
Quadura
$210k
Product 2 | Service B
ES
6 days
Material.ly
$180k
Product 2 | Product 3 | Service A
ES
3 days
Micrograph & Industrials
$165k
Product 3 | Service A | Service B
ES
1 days
Negotiation (23)
Potential Revenue | $1 m
Computing Key
$140k
Product 1 | Product 3 | Service A
ES
4 days
River Valley Services
$125k
Product 2 | Service A | Service B
ES
1 days
Bluebox Services
$70k
Product 1 Service B
ES
2 days
Won (11)
Potential Revenue | $635 k
Product Loft
$150k
Product 1 | Product 2 | Service B
ES
4 days
Trafficlytics
$120k
Product 1 | Service A
ES
1 days
Sleek Supplies
$70k
Product 1 | Product 2
ES
2 days
  • Qualification (97)
    Potential Revenue | $2.9 m
    Extentic Corporation
    $190k
    Product 1 | Product 2 | Service A |Service B
    ES
    4 days
    Cogmatics Inc.
    $175k
    Product 1 | Product 3 |Service B
    ES
    1 days
    Central Aspect
    $170k
    Product 1 | Product 2 | Service A
    ES
    2 days
  • Demo (44)
    Potential Revenue | $1.7 m
    Quadura
    $210k
    Product 2 | Service B
    ES
    6 days
    Material.ly
    $180k
    Product 2 | Product 3 | Service A
    ES
    3 days
    Micrograph & Industrials
    $165k
    Product 3 | Service A | Service B
    ES
    1 days
  • Negotiation (23)
    Potential Revenue | $1 m
    Computing Key
    $140k
    Product 1 | Product 3 | Service A
    ES
    4 days
    River Valley Services
    $125k
    Product 2 | Service A | Service B
    ES
    1 days
    Bluebox Services
    $70k
    Product 1 Service B
    ES
    2 days
  • Won (11)
    Potential Revenue | $635 k
    Product Loft
    $150k
    Product 1 | Product 2 | Service B
    ES
    4 days
    Trafficlytics
    $120k
    Product 1 | Service A
    ES
    1 days
    Sleek Supplies
    $70k
    Product 1 | Product 2
    ES
    2 days

Optimize Your Marketing Strategy

Track lead generation by source, identify which sources have the highest conversion rate, and measure the ROI of your marketing campaigns.

Web Forms & Lead Assignment

Customizable web forms generate leads and automatically assign them to your sales team. The lead source is traced based on the form's placement on your website, and an automatic email response can be sent to the new contact.

Email Campaign

Send email campaigns from within Wintouch with custom mailing lists 

Email Campaign

Wintouch gives you the option to consolidate email campaign operations with your CRM. As a result, you avoid the need for multiple programs/services and the hassle of maintaining, importing, and exporting multiple contact lists. Your team can easily send email campaigns by uploading or building an HTML template, creating a mailing list from accounts or contacts, and sending the campaign from an integrated Gmail or Office 365 account. Receipt, read, and link-click tracking statistics are collected and displayed for each email campaign. Combining email marketing campaigns with specific web forms allows you to track how many leads resulted from the campaign and ultimately its ROI.
* Only available with wintouch cloud

Webforms + Task Automations + Workflows

A combination of webforms, task automations, and custom opportunity workflows takes care of several steps in the lead input and qualification processes. When a potential customer submits a webform, Wintouch takes the information and creates a prospect account and an opportunity workflow. Task automations takes over and assigns the account to one of your sales reps (based on conditions that you outline), notifies the rep, schedules follow-up reminders, and takes any additional custom actions that you define. The custom opportunity workflow automatically identifies and classifies the selling stage, adds it to your sales pipeline and executes any additional task automations based on the stage. Keep in mind that all of this occurs with little time and effort by your sales reps, so they can focus on identifying and nurturing the best leads.

Interested in learning more?

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