Get a 22% Increase in Productivity

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Convert Leads To Deals Lightning Fast

Attract Leads

All leads are attracted very easily with one click CRM feature inbuilt in PeppyBooks.

Nurturing

All leads are attracted very easily with one click CRM feature inbuilt in PeppyBooks.

Convert

All leads are attracted very easily with one click CRM feature inbuilt in PeppyBooks.

Leads

These are not existing customers. These are leads that come in from your website, by phone, referral or other marketing that are not qualified. This is where you can set your lead status, create notes on when you talked to them and details of the conversation, attach files and emails, and create tasks for follow-up or other activities. This is also where you can reassign leads to other sales people or mark a lead as dead if it’s not going anywhere. When you have a reasonable expectation that this lead can become a customer, you will “Convert” the lead to a Potential by clicking on the Convert button.

Nurture

These are not existing customers. These are leads that come in from your website, by phone, referral or other marketing that are not qualified. This is where you can set your lead status, create notes on when you talked to them and details of the conversation, attach files and emails, and create tasks for follow-up or other activities. This is also where you can reassign leads to other sales people or mark a lead as dead if it’s not going anywhere. When you have a reasonable expectation that this lead can become a customer, you will “Convert” the lead to a Potential by clicking on the Convert button.

Convert

These are not existing customers. These are leads that come in from your website, by phone, referral or other marketing that are not qualified. This is where you can set your lead status, create notes on when you talked to them and details of the conversation, attach files and emails, and create tasks for follow-up or other activities. This is also where you can reassign leads to other sales people or mark a lead as dead if it’s not going anywhere. When you have a reasonable expectation that this lead can become a customer, you will “Convert” the lead to a Potential by clicking on the Convert button.

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