Get a smarter CRM for small businesses - Leadforce is the smarter, modern-day CRM. If you’re tired of spending time navigating a big and complex system and getting bogged down on complicated pricing structures, Leadforce might be right for you.

1. Lead the way
Leadforce CRM
Give us a missed call at
+91 89561 58585

2. Leadforce can eliminate the busywork and use
modern sales techniques to engage more
prospects. With more time and right insights, they
can sell faster and deliver a personalized
experience to each customer. Organize your sales
process, win more deals and create happy
customers with our CRM.
The most important aspects of Leadforce are as below
• Deal Management
• Pipeline Management
• Contact Management
• Organization Management
• Activity of Sales team
• Dashboard
• Reports

3. Deal Management
Any person or a company which offers potential business opportunity is known as a deal.
Managing deals is one of the most crucial responsibilities of sales reps as it directly affects
revenue growth.
• Define Deal Status
• Simplify deal management by filtering deals according to
their status
• Identify Lead Sources
• Generate quality leads by looking back and evaluating
their source
• Define Deal Stages
• Define and customize each stage to reach your business
goals and manage deals better
• Intelligent Deal Assignment
• Multiple Sales Reps can be assigned for better track of a
deal
• Deal-tracking Made Easy
• Get access to a 360-degree view of any deal in your
sales pipeline
Deal
Organization
Sales Rep 1 Sales Rep 2 Sales Rep N
Contact 1 Contact 2 Contact N

4. Pipeline Management
A sales pipeline is a visual way to manage complex and lengthy sales processes. It shows how
many open deals you have, which stage they’re in, which need your attention and if you can
reach your targets.
• Assign probability for each stage of a sales pipeline for
sales forecast
• Customize your pipeline to match your sales process
• Create multiple Pipelines for better control and clarity over a
product or team
• Assign multiple or single pipeline based on role or Hierarchy
of Sales Rep
• Track process and diagnose the health of your pipeline
• Monitor key Pipeline metrics
• Recognize overdue activity and deals for quick action
• Multiple views for better transparency
Number of
Deals in a
pipeline
Average deal
value
Average deal
close rate
Average time to
win deals
Pipeline
Metrics

5. Contact Management
Maintain a healthy relationship with your prospects and customers. Personalize customer
interactions through various insights on your contacts over a single platform.
• Create and Manage contacts
• Add detailed information like source, address, phone
number and any custom field
• Shareable Contact Information
• Make the contact available to rest of the team only
based on necessity
• Filters and Search
• Scheduling Tasks and Appointments
• Create and share tasks with your teammates to never
miss a deadline
• Contact is unique to an organization but can be involved
with multiple deals
• Import and Export your Contacts
• 360-degree View of a Contact
Contact
Organisation
Deal 1 Deal 2 Deal N

6. Organization Management
Get all the information related to different organizations at your fingertips to effectively convert customers into
profitable long-term relationships. It visually expresses activities, deals and deal size of the Organization.
• Comprehensive Organization Details
• Efficiently record and track complete details include
expected revenue and industry type
• Add an Activity, Opportunity or Contact Person
• Map multiple opportunities and Deals to an Organization
• Attach multiple documents or Proposals
• Create group of Customers for Specific Performance
Analysis
• Share information to Sales Rep based on necessity
• Map different primary contact person to different deals
Organization
Contact Person 1 Contact Person 2 Contact Person N
Deal 1 Deal 2 Deal N

7. Activity of Sales Team
It’s virtually important for any company to put a precise sales process in place. But a sales rep must
conduct various activities to bring a prospect through a particular stage, and into the next one.
• Easily Organize and Prioritize your day
• Create multiple custom activity types
• Administrators and Managers can schedule activities for
Sales Reps
• Automatic reminders for Sales Reps
• Improve individual and overall activity progress
• Maximize productivity and boost sales effectiveness
• Work trends and Statistics Monitoring
• Customizable Activity Summary
• Mandatory follow-up activity option
• Alerts and reminders on overdue activities
• Pipeline centric activity types

8. Dashboard and Reports
Deal Dashboard
• Top Sales Reps
• Sales Pipeline Funnel
• Total Sales
• Weighted Sales Pipeline
• Lost Opportunity by Reason
• Total Value by Opportunity
• Win Rate
Activity Dashboard
• Calendar view of Activity by Sales Reps
• Insights of Activities like Activities added, completed, overdue
• Call average of Sales Rep
• Deal progress, started, velocity and conversion

9. Reports
Leadforce handles vast amounts of sales and customer data, which, if analyzed strategically, can
be instrumental in optimizing marketing and sales. They help in enhancing sales performance
and develop meaningful interactions with customers.
Deal
• Stage Duration Report
• Deal Progress Report
• Sales Process Report
• Conversion rate Report
• Source Effectiveness Report
Activity Report
• Contact Person
• Deal
• Organization
Lost sales Report
• Time to First Action by User Report
Give us a missed call at +91 89561 58585