Pre-Sales Process & Lead Management (CRM): Built to Close More Deals
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Automatic Follow-up Reminders
Projul’s follow-up reminders keep revenue from slipping through the cracks. Apply a template to your leads and Projul automatically creates tasks that enforce best practices on the number of follow-ups to complete. Over 5,000 contractors rely on this to stay on top of every prospect.
Projul’s lead management and sales pipeline is easy to use yet incredibly powerful. It automates prospect follow-ups and makes sure no leads are forgotten. Projul keeps you organized from the minute you receive a lead until the project is sold and completed.
Sales Pipeline Visibility
Projul’s sales pipeline gives you real-time visibility into incoming revenue, likelihood of sale, project types, lead status, estimator performance, and sales conversion rates. Contractors using Projul see a 32% average profit increase partly because they always know exactly where their sales process stands.
Project Leads are automatically grouped in phases like TO CONTACT, TO ESTIMATE, and TO SEND. This makes it easy for you and your team to always know what needs to be done and where problems are in your sales process.
Notes, prospect communications, photos, and documents are automatically organized with the project lead where they belong, no digging through emails or sticky notes.
Capture Leads Automatically From Your Website
Projul’s lead capture form sends website inquiries straight into your pipeline. No copy-pasting from email, no leads falling through the cracks.
From Lead to Estimate in Minutes
Once a lead is qualified, create an estimate right from the lead record. Your prospect data carries over so you don’t retype contact info or project details. Track the whole journey in your CRM.
