Lead Management System

Project Overview

Coral CRM is a comprehensive Lead Management System developed specifically for BoardPAC Private Limited. This system was designed to streamline the management of web inquiries received through the company’s website.

The Challenge

Previously, website leads were received via email, requiring the marketing department to manually categorize each lead and assign it to the respective sales teams across different regions. This process relied heavily on Excel spreadsheets, which proved to be inefficient and time-consuming.

The Solution

To address these challenges, Coral CRM was developed with automated lead categorization capabilities. The system efficiently sorts incoming leads by region and allows the corresponding sales teams to update the status of each lead directly within the CRM platform.

Key Benefits

The implementation of Coral CRM provided several notable advantages:

1. Elimination of Duplicate Data Entry: The automated system minimized manual input, reducing errors and saving time.
2. Centralized Monitoring: Management teams gained access to comprehensive lead statistics through a unified platform, enabling improved tracking and decision-making.

By adopting Coral CRM, BoardPAC Private Limited significantly enhanced its lead management process, improving efficiency and overall operational effectiveness.