Lead management

Trust Intelligent Office to track and report on lead sources

Intelligent Office (iO) makes tracking and reporting on lead sources easy. Whether they’re referrals, internal, bought-in lists or via an introducer, iO’s lead management functionality enables you to optimise leads to their full potential.

Lead management features

With iO you’ll be able to:

• Set up and assign bespoke lead statuses based on your requirements for full tracking capability 
• De-dupe lead sources 
• Auto-allocate leads based on a ‘round robin’, geographic location or on an ad-hoc basis
• Complete comprehensive management information reporting

See Lead management at glance: