M-Sales
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.
What M-Sales Aims To Do
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
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.
Dashboard
The dashboard is a centralized interface where users can get a quick overview of all their sales activities:
Total Leads
Displays total leads, active and overdue
Missed Leads
Leads not contacted on time
Follow-up
Leads requiring immediate attention
Demo/POC
Track scheduled demos and statuses
Quotation
Monitor sent quotation statuses
Orders
Track active and overdue orders
Cancelled
Displays cancelled leads
Lead Management
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, lead information, and file attachments.
Contact Details
Mobile number, name, company name, contact person name, alternative number, WhatsApp number, landing page number, email.
Lead Details
Requirement, lead status, lead source, 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.
List Leads
A detailed list of all leads with powerful filtering options
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.
Actions
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.
Reports
Analyze your lead data with powerful reporting features
Data-Driven Decisions
The reporting feature helps businesses analyze their lead data and make informed decisions based on comprehensive insights.
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.
Start Managing Your Leads Today
Get started with M-Sales for free. Open source, no licensing fees, and fully customizable to meet your business needs.