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A sales team where no inquiry falls through the cracks
A CRM for sales teams is one place where every inquiry has an owner, a next step and the full history of e-mails and quotes. LeedFox collects inquiries from your website and ads, you split them among your reps, and you see where deals stand in the pipeline, not only at the weekly meeting.
An inquiry hits info@ and everyone waits for someone else to take it
A shared inbox nobody owns
The inquiry lands in a shared mailbox and everyone assumes a colleague took it. Meanwhile the customer already has a quote from a competitor.
Quotes sit in someone's personal Outlook
What a rep sent to whom, and at what price, only they know. When they get sick or leave, you start over with the customer from scratch.
You learn where deals stand at the Monday meeting
The spreadsheet is out of date by a different amount every time. How many quotes are open and which ones went cold, you don't know until you ask.
From inquiry to signed order
The inquiry lands in LeedFox
From the inquiry form on your website, from an ad, or from another system through a webhook. Upload existing contacts and open deals with a CSV file.
A specific rep gets it
Assign it to a colleague along with a task, like calling to clarify requirements. Every rep sees their own leads and knows what is on them.
A PDF quote from their own mailbox
The rep builds the quote in the editor and sends it as a PDF from their own e-mail. The quote and the customer's reply are both saved to the lead.
An overview without a meeting
Move deals between stages with drag and drop. When the customer replies, the automatic reminders stop and the rep takes it from there.
Your deals, staged the way B2B sales actually work
- 1New inquiry
- 2Discovery
- 3Quote sent
- 4Negotiation
- 5Won
- 6Lost
You name the stages your way. This is how businesses in this field set them up most often.
All your leads in one place
From the form on your website, from Facebook and Instagram ads, or from another system through a webhook. Older contacts you import from a CSV file.
Tasks for your team
Assign a task to a teammate, and everyone sees their own leads. Nothing falls between people.
All your jobs at a glance
Every lead has a card with its history. Drag it between stages and see where things are stuck.
Quotes as PDF
Put a quote together in the editor and send it by e-mail as a PDF. It stays saved with the customer.
E-mail from your mailbox
Gmail, Outlook or your company mailbox. Replies are saved with the lead.
Reminders stop on their own
As soon as the customer replies, the automatic reminders stop.
What people ask
What is a CRM for sales teams?
Software where the whole team has inquiries, customers and open deals in one place, including e-mails, quotes and tasks. Every rep sees their own leads and moves deals through the pipeline stage by stage.
Does LeedFox split inquiries among reps automatically?
No, LeedFox has no automatic round-robin assignment. You assign each inquiry to a rep yourself, along with a task. LeedFox also doesn't record calls and has no phone system of its own.
Are the e-mails a rep sends saved?
Yes, when they send from their own mailbox connected to LeedFox. Gmail, Outlook or your company mailbox all work, and the customer's replies are saved to the lead.
We're moving off spreadsheets. How do we get our data in?
Save the spreadsheet as a CSV and upload it. Contacts show up in a filterable list, and you then sort deals into stages. Getting data out works the same way, with a CSV export.
Does LeedFox handle invoicing or connect to an ERP?
No. LeedFox stops at the signed order. Invoicing, inventory and production stay in your accounting or ERP system.
Other industries
We will show you on your own leads
On the demo we look at where your leads come from and how LeedFox would handle them. We talk about the price there, based on what you will use.