Lead Lead management CRM
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Lead - Lead Management CRM
Lead is a powerful and intuitive Lead Management CRM designed to help businesses streamline the process of capturing, tracking, and managing leads from various sources. Whether you re a small business, a startup, or an enterprise, this CRM helps you stay organized and nurture relationships with potential customers, ultimately converting leads into sales.
Key Features
- Lead Capture: Easily collect leads from web forms, social media, email campaigns, and other sources.
- Pipeline Management: Visualize and manage your sales pipeline with drag-and-drop functionality for each stage of the sales process.
- Lead Scoring: Prioritize leads based on customizable scoring criteria, ensuring your team focuses on the most promising prospects.
- Automated Follow-ups: Set up automatic reminders, email templates, and notifications to keep your sales process moving efficiently.
- Contact Management: Keep a detailed record of each lead s information, communication history, and engagement activity in one place.
- Task and Activity Tracking: Schedule tasks, calls, meetings, and follow-ups with intuitive activity tracking.
- Reports & Analytics: Generate insightful reports and analytics to track lead conversion rates, team performance, and overall sales progress.
- Team Collaboration: Allow sales teams to collaborate seamlessly, assign tasks, and manage leads together in a shared platform.
- Integrations: Connect with popular tools like email marketing platforms, calendars, and more to boost productivity.
- Customizable Workflow: Tailor the CRM s workflow and fields to meet your unique business needs.
Benefits
- Boost Productivity: Save time by automating lead management processes and staying organized.
- Increase Conversion Rates: Nurture leads more effectively and close more deals with structured workflows.
- Improve Sales Team Efficiency: Enable your sales team to focus on the highest-value leads, with built-in lead scoring and tracking tools.
- Real-Time Insights: Make data-driven decisions with real-time reporting and analytics.
Lead - Lead Management CRM is the ideal solution for businesses looking to optimize their sales processes and maximize lead conversion potential.
Lead Management:Lead Capture
Lead Import/Export
Lead Segmentation
Lead Assignment
Lead Scoring
Duplicate Detection
Sales Pipeline Management:
Customizable Sales Pipeline
Drag-and-Drop Pipeline
Stage Progress Tracking
Sales Forecasting
Automation and Follow-Ups:
Automated Follow-up Reminders
Email Templates
Task Automation
Contact & Communication Management:
Contact Profiles
Communication Tracking
Email Integration
In-app Messaging
Reporting & Analytics:
Custom Reports
Real-time Dashboards
Sales Performance Analytics
File Tree
-
📁 Lead Lead management CRM
설치 지침
Installation Guide for Leads CRM Requirements
Before proceeding with the installation, ensure that your server meets the following requirements:
1. Server Requirements:
○ PHP 7.4 or higher
○ MySQL 5.7 or higher
○ Apache/Nginx Web Server
○ Composer (Dependency Manager)
○ Node.js & NPM (if your project requires frontend assets)
2. PHP Extensions:
○ OpenSSL
○ PDO
○ Mbstring
○ Tokenizer
○ XML
○ Ctype
○ JSON
○ Fileinfo
○ BCMath
○ GD or Imagick (for image processing)
3. Permissions: Ensure that the following directories have write permissions: ○ storage/
○ bootstrap/cache/
Installation Steps
1. Download and Upload the Code
● Download the source code from CodeCanyon.
● Extract the downloaded ZIP file to your local machine.
● Upload the extracted files to your web server using FTP or any file manager.
2. Set Up Environment Configuration
● After uploading the files, locate the .env.example file in the root directory.
● Rename it to .env.
Open the .env file and update the following variables with your server details:
bash
Copy code
APP_NAME="Your Application Name" APP_ENV=production
APP_KEY=
APP_DEBUG=false APP_URL=http://yourdomain.com
DB_CONNECTION=mysql
DB_HOST=127.0.0.1
DB_PORT=3306
DB_DATABASE=your_database_name
DB_USERNAME=your_database_user
DB_PASSWORD=your_database_password
3. Set Folder Permissions
Make sure the storage/ and bootstrap/cache/ directories are writable by running the following commands:
bash
Copy code
chmod -R 775 storage/
chmod -R 775 bootstrap/cache/
If you're using a shared hosting environment, use: bash
Copy code
chmod -R 755 storage/
chmod -R 755 bootstrap/cache/
4. Configure Apache/Nginx
Ensure your server is correctly pointing to the /public folder of your Laravel installation.
● For Apache: Update the .htaccess file in the public/ directory if necessary.
● For Nginx: Update your server block configuration file to point to the public/
directory. Example for Nginx:
nginx Copy code server {
listen 80;
server_name yourdomain.com;
ro
Before proceeding with the installation, ensure that your server meets the following requirements:
1. Server Requirements:
○ PHP 7.4 or higher
○ MySQL 5.7 or higher
○ Apache/Nginx Web Server
○ Composer (Dependency Manager)
○ Node.js & NPM (if your project requires frontend assets)
2. PHP Extensions:
○ OpenSSL
○ PDO
○ Mbstring
○ Tokenizer
○ XML
○ Ctype
○ JSON
○ Fileinfo
○ BCMath
○ GD or Imagick (for image processing)
3. Permissions: Ensure that the following directories have write permissions: ○ storage/
○ bootstrap/cache/
Installation Steps
1. Download and Upload the Code
● Download the source code from CodeCanyon.
● Extract the downloaded ZIP file to your local machine.
● Upload the extracted files to your web server using FTP or any file manager.
2. Set Up Environment Configuration
● After uploading the files, locate the .env.example file in the root directory.
● Rename it to .env.
Open the .env file and update the following variables with your server details:
bash
Copy code
APP_NAME="Your Application Name" APP_ENV=production
APP_KEY=
APP_DEBUG=false APP_URL=http://yourdomain.com
DB_CONNECTION=mysql
DB_HOST=127.0.0.1
DB_PORT=3306
DB_DATABASE=your_database_name
DB_USERNAME=your_database_user
DB_PASSWORD=your_database_password
3. Set Folder Permissions
Make sure the storage/ and bootstrap/cache/ directories are writable by running the following commands:
bash
Copy code
chmod -R 775 storage/
chmod -R 775 bootstrap/cache/
If you're using a shared hosting environment, use: bash
Copy code
chmod -R 755 storage/
chmod -R 755 bootstrap/cache/
4. Configure Apache/Nginx
Ensure your server is correctly pointing to the /public folder of your Laravel installation.
● For Apache: Update the .htaccess file in the public/ directory if necessary.
● For Nginx: Update your server block configuration file to point to the public/
directory. Example for Nginx:
nginx Copy code server {
listen 80;
server_name yourdomain.com;
ro
변경 및 적응 지침
To ensure the Lead - Lead Management CRM fits your specific business needs, you can customize various aspects of the system. Below are instructions for adapting and making changes to the CRM:
1. Customizing the Sales Pipeline
Steps:
Go to the Pipeline Settings section from the dashboard.
Click on Add New Stage to create new stages in the pipeline.
Rename, reorder, or delete existing stages as per your business sales process.
Save your changes and update the pipeline view.
2. Editing Lead Scoring Criteria
Steps:
Navigate to the Lead Scoring section.
Click on Add New Criteria to define your own lead scoring rules.
Set score values based on the importance of lead activities (e.g., website visits, email interactions).
Save and apply the changes to your lead management flow.
3. Adding Custom Fields to Leads
Steps:
Go to the Lead Management tab.
Select Custom Fields from the settings.
Click on Add Custom Field, choose the field type (text, number, dropdown, etc.).
Define the field name and add it to the lead profile.
Save changes to start using the new custom field.
4. Modifying Email Templates
Steps:
In the Email Settings section, locate Email Templates.
Click on Edit next to any template to update its content.
Change the subject, body text, or add placeholders for dynamic information (like lead names, company details).
Save the updated template for future use in automated follow-ups.
5. Changing Task Automation Rules
Steps:
Go to Task Automation under the Automation Settings.
Select Create New Rule to define automation triggers (e.g., when a lead is moved to a new stage).
Set the desired actions (e.g., send an email, assign a task, or change lead status).
Save and activate the rule for automatic task assignments.
6. Updating Contact Profiles
Steps:
From the Contacts section, search for and select the contact you want to update.
Click on Edit Contact.
Update details such as name, email, company information, or add notes.
Save changes to the contact profile.
7. Adj
1. Customizing the Sales Pipeline
Steps:
Go to the Pipeline Settings section from the dashboard.
Click on Add New Stage to create new stages in the pipeline.
Rename, reorder, or delete existing stages as per your business sales process.
Save your changes and update the pipeline view.
2. Editing Lead Scoring Criteria
Steps:
Navigate to the Lead Scoring section.
Click on Add New Criteria to define your own lead scoring rules.
Set score values based on the importance of lead activities (e.g., website visits, email interactions).
Save and apply the changes to your lead management flow.
3. Adding Custom Fields to Leads
Steps:
Go to the Lead Management tab.
Select Custom Fields from the settings.
Click on Add Custom Field, choose the field type (text, number, dropdown, etc.).
Define the field name and add it to the lead profile.
Save changes to start using the new custom field.
4. Modifying Email Templates
Steps:
In the Email Settings section, locate Email Templates.
Click on Edit next to any template to update its content.
Change the subject, body text, or add placeholders for dynamic information (like lead names, company details).
Save the updated template for future use in automated follow-ups.
5. Changing Task Automation Rules
Steps:
Go to Task Automation under the Automation Settings.
Select Create New Rule to define automation triggers (e.g., when a lead is moved to a new stage).
Set the desired actions (e.g., send an email, assign a task, or change lead status).
Save and activate the rule for automatic task assignments.
6. Updating Contact Profiles
Steps:
From the Contacts section, search for and select the contact you want to update.
Click on Edit Contact.
Update details such as name, email, company information, or add notes.
Save changes to the contact profile.
7. Adj
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