How to Create a Lead Management System?

A lead management system can help your business better manage potential customers coming into the pipeline. A clear process and good team structure can help improve conversions and provide better results.

Your sales manager, using the Rizer CRM, has all the tolls necessary to put in place a lead management system. He can define the sales pipeline, assign roles to the sales team in align with a high velocity sales model, and track activity across the board. 

But the most important thing for your lead management system are leads. A constant lead flow is the fuel for your entire process and it consists of both inbound and outbound leads. The quality of these can influence your results so the sales manager has to work with the  marketing team to ensure the quality of leads. 

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What to expect from our software solution

Lead Management

By managing both inbound and outbound lead flows and by providing the right qualification tools in each case, we allow sales teams to access the leads with the most probability of closing, regardless of their source.

Customer Management

Once a lead becomes a customer, Rizer CRM helps you streamline communication between after sales teams and the beneficiary for a smooth transition. Keeping with our product-focused approach, we track products both in onboarding and retention.

Product Management

Rizer lets you add your products and manage them within the system. Each of the products added can be matched with existing key custom variables for better management of lead and customer data.

Deal Management

We talked before about predefined roles and processes, and a product-focused approach to managing sales. All these come together in the way Rizer manages and organizes deals.

High Velocity Sales Model

High Velocity Sales is an inside sales model that will help increase your sales performance. It involves the use of specialized teams. Compared to others, the user management inside the Rizer CRM lets you set specific functions for each member of your team.


You can stop the hassle of exporting data and manipulating it outside of the CRM or always having the feeling of missing out. Because of the way we structure and predefine data, Rizer can provide analytics like no other solution.

Double your sales today

Simplify your daily routine and double your sales using our powerful yet still easy to use tools:
generate leads, qualify, sell, onboard, retain, upsell and track performance in one intuitive tool.

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