Lead Management

Leads are an important part of any sales process and Corwhite CRM can help you streamline your lead management process. When you get information about someone who might be interested in your products or services, but haven’t yet verified their interest or fit for your business, you can create a lead in CRM.

You can collect leads from a variety of sources, including your website. With Corwhite CRM's ‘web to lead’ feature you can collect information from a form on your website and a lead will automatically be created in CRM. Once you’ve determined a lead is qualified, you can convert the lead to create a sales opportunity and CRM will automatically create a linked contact and organization. 

  1. Tags: Quickly categorize your leads with tags
  2. About, History, eMail: Quickly see all interaction with the lead in one place
  3. Lead Status: Easily monitor lead status and sales followup
  4. Lead Assignment Rules: Improve the speed and accuracy of your entire sales process by creating custom rules to automatically distribute your leads to your sales team.
  5. Lead Rating: Assign lead ratings so your sales reps know how to prioritize leads
  6. Website/Address: Full contact information and description on the lead record

Contact Management

Corwhite CRM is a great tool to help businesses deal with the vital task of managing your contacts, organizations, partners, vendors, and suppliers. Using CRM best practices, you can see everything about a contact, from background, email history and important dates, to any projects or opportunities in which they have participated. With Corwhite CRM web-based contact management features you won’t miss a beat:

Calendars & Tasks

You’ll never be more organized with Corwhite CRM Tasks and Calendar Events! Set up individual or recurring tasks to track things like ‘to dos’, log meeting notes or phone calls. With task email reminders you don’t even have to log into Corwhite CRM to stay on track. In additions, tasks can be linked to contacts, opportunities, projects organizations and emails. And, best of all, if it needs to get done but you can’t get to it then delegate task to another user!

The Corwhite CRM Calendar shows all your events and you can even display your tasks with due dates, milestones, and public events from other Corwhite CRM users. You can also sync your Corwhite CRM calendar with Google and Outlook Calendars.

Sales Opportunities

Use Corwhite CRM to manage potential business in your sales funnel. You can create opportunities to define the value of the business, manage pipelines and associated activity sets, opportunity funnel stages and categories, probability of winning, and forecast close dates.

  1. Current State: Track sales stage
  2. Who’s Responsible: Manage opportunity owner
  3. Plan Purchased: See purchase details
  4. Pipeline: Create a sales pipeline to track every opportunity

Easy Administration, Secure Data

We make administration as easy as possible, because we’re pretty sure you don’t want to spend days trying to figure out how to set up a new CRM for your company. As an Corwhite CRM admin you can:

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