Typically Sales lead management involves 3 important stages, which are covered in EQMS Lite.
You may receive enquiries from various sources such as Newspaper Advertisement, Internet Advertisement, Cold Call etc.
Proper Management of this lead information enables you to analyze and track the product, or source that generate more leads/enquiries.
It also helps you to store the customer contact details in an organized way, so that it is easily available whenever needed.
Capturing of information is essential to convert a potential customer into a buyer.
Most of the deals are lost to competitors due to less follow-up or over follow-ups.
Proper management of follow-up information prevents leads, from going cold.
EQMS Lite enables you to record the complete details of follow-up such as mode of follow-up if it is phone, email or a personal visit and so on, date and time of follow-up, brief about the communication done and the next follow-up details.
It also provides you the entire history of lead follow-up in a single glance.
Responding quickly to prospects increase the chances of winning the deal.
Moreover recording follow-up details provides the history of communication done with the prospect.
After series of follow-up the lead is moved to the final stage that is closure.
Managing closure details enables you monitor and track the overall sales performance.
In EQMS Lite you can track the status of lead/enquiry i.e. booked, lost or cancelled along with the status reason for winning or losing the deal.
Tracking closure details lets you analyze, overall sales performance such as leads/enquiries converted into sales, deals lost to the competitor or cancelled.
Gives the complete overview of leads, follow-ups and closure details. The data in report can be exported to excel.
backup and restore data
EQMS Lite has inbuilt backup and restore feature to safeguard your data.
With EQMS Lite get complete insight of sales performance
- Identify hot selling product
- Track the channel or source that generate more leads
- History of follow-ups
- Track the status of leads i.e. booked, lost or cancelled
It is single user application. Ideal for individual.
No registration required simply download, install and start using EQMS Lite edition.
For product support and multi user buy license edition.
Q. Would data entered in trial edition be upgraded to license edition?
Yes, data entered in EQMS Lite can be upgraded to license editions like My, Basic, Standard & Professional.
Q. Is there any support provided during trial period?
No, we do not provide any support for Lite (free edition), however there are many online resource available, you need to help yourself.
Q. Do I need to register or fill a form to use EQMS Lite?
No, you can download the application from our website and start using it. The application would have a default login and password. You need to click on login button and start using it.
Q. Is there any limit for users I can create in EQMS Lite ?
EQMS Lite support 1 user, which id default created in the system, and you would not be able to create any more users.
Q. Can I take a backup of data?
Yes, you can take a backup of the data as per your need and restore the same if needed.
Q. Is there any limitation for Lead that can be entered in the system?
No, there is no limitation for leads creation.
Q. For some reason if my computer needs to be formatted how do I restore EQMS?
Yes, You just need to reinstall the application and restore the backup, all your data would restore to last backup take state.
Q.I have seen many CRM applications, which are very complicated, how about EQMS?
We have tried our level best to make EQMS as simple & user friendly as possible, we have covered Lead management Process in 3 simple steps i.e. Enquiry . Follow up . Closure
Q. Is there a paid version single user version like EQMS Lite?
Yes, EQMS My edition is a licensed single user application with support. This is similar to EQMS Lite. You can download the free trial version
Q. Is there a multi user version of EQMS with more features?
Yes, EQMS has various edition like My, Basic, Standard, Professional, Premium and Enterprise. We would recommend you to try EQMS professional edition which has features like Multi user, Team, SMS & Email integration, Quotation, Document attachment, Follow-up reminder, Public Cloud Support, private cloud support and more