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Sales Lead Management 

Simple solution without complex CRM to track B2B leads for suppliers

Manage Contacts

Manage prospect/customer company and contact details for easy access to run campaigns, track leads or to submit quotes. Import existing contacts using Excel templates

Run Email Campaigns

Group contacts into segments and run email campaigns using custom templates and track effectiveness. Send newsletters, product updates and offers to engage your subscribers

Track Leads

Keep track of all interactions with prospects like inbound/outbound calls, meeting notes along with followup notes to receive alerts to ensure your team never misses an important followup

Track Opportunities

Track invitations, inquiries & sales opportunities along with relevant details like the potential value and quality of the lead at each stage

Manage Tasks

Create and assign tasks to ensure required actions under each stage of the sales cycle are executed timely. Update status to reflect progress and receive alerts

Performance Reports

Review performance reports at team and agent level to ensure tracking against set targets

US Address

2352 Haggerty Dr
Dublin, CA
USA, 94568
(+1) 510-648-6623
global@sourcerfx.com 

India Address


Plot# 203, Kavuri Hills
Madhapur, Hyderabad
India, 500081
(+91) 96181 36969
info@sourcerfx.com