Track and report on lead sources the easy way with Intelligent Office
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:
About Intelligent Office
Intelligent Office offers the most tried and tested range of functionality available in the UK today, supported by an experienced UK based team.
Over 2,300 of the UK’s leading advisory firms, with over £379 billion under advice, trust Intelligent Office to power their businesses and improve their bottom line.
