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Turn promising leads into revenue.
Capture leads from every channel, route them to the right rep, keep their full history and convert the best ones, with AI assistants preparing context and reps deciding who to pursue.
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Every lead, with its whole story
Lead management is about tracking potential customers and converting them into sales, managing the journey from first contact to closed deal.
CloudOffix gives you a detailed view of company and contact records and the complete communication history on one screen, so you can see how marketing efforts feed the pipeline.
A streamlined lead process
Capture leads from every channel
Generate leads from contacts, website visitors, live chats and emails, and automate capture and management.
Assign leads
Hand leads smoothly from marketing to sales and to the right rep. The activity timeline lets the next rep pick up exactly where the last one left off.
Favorite your leads
Follow leads closely with favorites, even when they are not assigned to you.
Convert to opportunities
Turn qualified leads into opportunities and track their progress through the sales cycle.
Grow with every lead
Team assignment
Sales teams nurture leads before qualifying them. Assign each lead to the relevant rep and keep every interaction in the activity timeline.
Omnichannel tracking
No matter where a lead comes from, all its information lives in one timeline. See which channels drive the most leads and adjust your marketing.
Personalized outreach
Understand each lead's journey, communication history and preferences, focus on the most promising prospects and move them through the funnel faster.
Spend time closing deals, not on admin
Marketing generates leads and monitors their progress; sales converts them into opportunities and closes. A centralized lead management system keeps both teams in sync.
AI prioritizes. Reps qualify.
Every lead keeps its full history, so AI can prepare and reps can decide.
- A configured AI agent can gather context from the communication history and suggest a priority.
- Leads are routed to the right rep; marketing and sales see the same timeline.
- The rep qualifies the lead and decides when to convert it into an opportunity.
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