Simplify Your Sales Success with Open source Leads and Sales Management Software

The goal of Maestro Leads and Sales Management Software is to assist businesses in managing their sales pipeline more effectively.

Objective

The goal of Maestro Leads and Sales Management Software is to assist businesses in managing their sales pipeline more effectively. It aims to:

Organize and Track Leads: Keep all lead information in one place for easy access and management.
Enhance Productivity: Automate follow-up reminders and status updates to ensure every lead is noticed.
Improve Sales Conversion Rates: By providing detailed tracking and timely follow-ups, the software helps convert more leads into customers.
Generate Insights: Provide detailed reports and analytics to help businesses understand their sales performance and make informed decisions.

The dashboard is a centralized interface where users can get a quick overview of all their sales activities:

Total Leads: Displays the total number of leads, segregated into active and overdue categories.
Missed Leads: Highlights leads that have yet to be contacted or followed up on time.
Follow-up: Shows leads that require immediate attention for follow-up.
Demo/POC: Keeps track of scheduled demos or proof of concepts and their statuses.
Quotation: Monitors the status of sent quotations, helping to follow up on potential deals.
Orders: Tracks the status of active and overdue orders, ensuring that sales teams can monitor order progress, identify potential delays, and follow up on overdue orders to keep the sales pipeline moving smoothly.
Cancelled: Displays leads that have been cancelled, helping to identify potential issues in the sales process.

The lead management feature is designed to capture and manage detailed information about each lead:

Add Leads: Input comprehensive information for each lead, including:
Contact Details: Mobile number, name, company name, contact person name, alternative number, WhatsApp number, landing page number, email.
Lead Details: Requirement, lead status (open/close), lead source (call, lead generation, LinkedIn, reference, walk-in), category, approximate amount, received date, follow-up date, state, city, pin code, address, remarks.
File Upload: Attach relevant documents to each lead for better record-keeping and reference.

This feature provides a detailed list of all leads, allowing users to:

View and Filter Leads: See lead names, company names, lead statuses, phone numbers, follow-up dates, missing days, remaining days, received dates, demo dates, POC installed dates, created by, and assigned to.
Change Status: Easily update the status of each lead directly from the list.
WhatsApp Integration: Communicate with leads directly through WhatsApp for quick and efficient follow-ups.

A set of actions that users can perform on leads:

Edit Leads: Modify lead information as needed.
Transfer Leads: Assign leads to different team members to ensure the right person handles them.
Pin Hot Leads: Mark important or high priority leads to ensure they receive the necessary attention.
Delete Leads: Remove leads that are no longer relevant or needed.
Follow-up Reminder: Set reminders to follow up with leads to maintain consistent communication.
Add Follow-up Date: Schedule follow-up dates to ensure timely communication with leads.

The reporting feature helps businesses analyze their lead data:

Monthly Reports: Generate reports that show the number of leads received each month, broken down by status.
Status Breakdown: Analyze leads based on their status (unassigned, assigned, order, cancel) to understand where improvements can be made.

Maestro Leads and Sales Management Software is open source, meaning the source code is freely available to anyone. Key benefits include:

Customization: Businesses can modify the software to suit their specific needs, adding or removing features as required.
Cost-Effective: There are no licensing fees, making it a cost-effective solution for businesses of all sizes.
Community Support: Being open source, it allows a community of developers to contribute to its improvement, ensuring continuous development and innovation.
Transparency: Users can see exactly how the software works, building trust in its functionalities and data handling.