Lead Management
Lead Management is a native CRMconnect module that automatically captures leads from multiple sources-web forms, social media ads, email, and phone-distributing them to sales teams via predefined rules while tracking the entire journey from initial inquiry to final conversion.
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Lead Management in your team's daily work
Automate lead capture from any source, distribute them to your team based on custom rules, and track conversions from initial contact to closed deal.
Key Benefits
- Eliminate lead leakage across fragmented sources like websites, social media, and email.
- Automated distribution removes delays and internal disputes over lead ownership.
- Monitor conversion rates from lead to opportunity to customer for every marketing source.
- Prioritise hot leads automatically based on lead scoring and engagement behaviour.
How it works
Leads flow natively into the system from connected sources (web forms, Facebook Leads, landing pages). They are instantly assigned using smart rules-such as round-robin, geographic territory, or product interest-and move through a structured qualification workflow until they are ready to be converted into a sales opportunity.
What you get beyond an isolated module
The module is not a separate app connected through files. It runs on the same platform, with the same master data, the same access rights and the same audit trail as every other CRMconnect module.
Native module, not a connector
Every module, solution and feature in CRMconnect is native. No third-party licences and no integrator needed to move data between systems.
One master data set
Partners, products, prices and the org structure are shared across modules. A change made in one department is instantly visible in the others.
Coexists with your ERP
CRMconnect does not replace the ERP: it sits on top as an operations layer and syncs documents both ways. The accounting ledger stays where it is today.
Fiscal documents and e-invoicing
Invoicing, e-Factura and e-Transport are native, and bank reconciliation maps entries to the chart of accounts before the export to your ERP.
Roles, rights and audit
Every action has an author and a timestamp. Rights are granted per role and per department, and the audit log can be filtered and exported for internal controls.
Mobile and Arvis AI
The same data is available in the field on mobile, and Arvis AI answers questions and builds dashboards straight from a prompt.
How the module reaches production, step by step
You don't start with a six-month project. You start with a free account on your own data, then roll out department by department. Implementation is priced by team size, number of departments, imported data volume and workflow complexity.
- 1Free account and structure setup: users, roles, access rights.
- 2Data import: partners, products, prices and history, from Excel or straight from the ERP.
- 3Workflow configuration: stages, approvals, notifications and owners per step.
- 4Connection to your existing ERP so documents flow both ways.
- 5Role-based training and a pilot with a small team, in parallel with the current process.
- 6Go-live for the whole department, with reports and alerts active from day one.
Frequently asked questions
Which sources can automatically feed leads into the CRM?
Leads can be captured from web forms, Facebook Ads, LinkedIn Lead Gen, incoming emails, phone calls, and via API integrations with external marketing platforms.
How are leads distributed to sales representatives?
Assignments are handled through configurable rules, including round-robin, geographic region, specific product expertise, or agent availability and workload.
Questions about the platform and implementation
- Do I have to drop my current ERP to use the module?
- No. CRMconnect runs as an operations layer on top of your ERP: it exchanges documents through integration while accounting stays in the ERP. It can also run standalone if you don't have an ERP yet.
- Are the modules native or integrated third-party apps?
- Every CRMconnect module and feature is native, built inside the same platform. No separate licences, no middlemen, no file-based syncing between vendors.
- How long until the module is live?
- The free account starts immediately, and a department is usually live within a few weeks, depending on imported data volume and workflow complexity.
- How is the implementation cost calculated?
- By team size, number of activated departments, imported data volume and the complexity of the workflows and integrations required. The monthly subscription is separate from the one-off implementation fee.
- Where is the data hosted and who can access it?
- Each customer runs on single-tenant pods in AWS or Azure with auto-scaling. Access is controlled per role and department, and every action stays in the audit log.