Lead Management
Streamline Your Lead Pipeline
Efficiently organize, track, and nurture leads from first contact to conversion. Our lead management platform empowers your team to maximize productivity, improve follow-ups, and close more deals with less effort.
Losing Track of Valuable Leads?
Without a structured lead management system, businesses risk losing potential customers due to missed follow-ups, poor organization, and lack of visibility. This leads to wasted opportunities and lower sales performance.
Disorganized Pipeline:Leads scattered across multiple tools and spreadsheets
Missed Follow-Ups:Manual tracking leads to missed opportunities
Poor Visibility:Limited insight into lead status and progress
Inefficient Collaboration:Teams struggle to coordinate on lead activities
Centralized Lead Database
Keep all your leads in one place for easy access and management. Our platform provides a unified view, allowing your team to quickly find, update, and prioritize leads.
Unified View:All leads organized in a single dashboard
Quick Search:Find leads instantly with powerful search
Custom Fields:Track relevant information for each lead
Easy Updates:Edit and update lead details effortlessly
Lead Change Notifications
Stay informed instantly. Real-time notifications ensure your team never misses important updates or changes to a lead, keeping momentum high and response times fast.
Instant Alerts:Get notified when key lead details or statuses change
Task Assignments:Automatically alert team members when they are assigned a lead
Track Activity:View a history of actions, updates, and engagement
Custom Tags & Stages
Organize your leads your way with customizable tags and pipeline stages. Build a workflow that matches your sales process and gain clear visibility with a drag-and-drop lead board.
Custom Tags:Label and categorize leads based on services, campaigns, or priorities
Custom Stages:Define unique pipeline stages that reflect your sales process
Lead Board:Visualize your pipeline on a board-style layout
Drag & Drop:Move leads between stages effortlessly to track progress
Ready to streamline your sales process?
Get started with Erro today and see how easy it is to build your own workflow.
Everything your team needs to stay in sync.
From leads to invoices, Erro keeps your team aligned. Built-in CRM and project management tools help you track clients, assign tasks, and stay updated on every job.
Lead Generation
Capture and organize leads to grow your pipeline. Collect leads from web forms, phone calls, and referrals, then prioritize them so your sales team can focus on the best opportunities. Integrate with marketing campaigns to maximize conversions and keep your pipeline full.
Lead Management
Track, nurture, and convert leads with powerful management tools. Monitor every interaction, use custom tags and statuses to segment leads, and collaborate with your team to ensure no opportunity slips through the cracks.
Marketing Automation
Automate outreach to save time and boost conversions. Set up email campaigns, schedule follow-ups, and use custom email templates to maintain a consistent brand presence and streamline communications at scale.
Product Library
Centralize all your offerings with up-to-date pricing, tax profiles, and budget tracking. Add items to estimates, proposals, and invoices with accuracy, without relying on spreadsheets or manual calculations.
Sales Templates
Build reusable templates for all your sales documents, including estimates and proposals. Support complex assemblies, base and option pricing, and item groupings. Save, update, and copy templates to streamline workflows, reduce errors, and accelerate sales cycles.
Estimate Creation
Create accurate estimates in minutes using templates and live pricing from your product library. Adjust items, quantities, and pricing with confidence, then send proposals directly from your estimates to clients for faster approvals.
Invoices & Payments
Generate invoices from proposals and record payments seamlessly. Automate billing notifications, track payment status, and manage recurring or scheduled invoices—all from a single dashboard.
Change Orders
Manage change orders efficiently by linking them directly to estimates and proposals. Track payments and current pricing, update line items easily, and keep your team informed with dashboard visibility and automated approval workflows.
Ready to streamline your sales process?
Get started with Erro today and see how easy it is to build your own workflow.
Frequently Asked Questions
Do I need to install anything to use Erro?
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Can I change my subscription plan later?
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Can I import my existing data into Erro?
Is my data secure with Erro?