Lead Creation & Management in Gerabot

Managing your leads efficiently is vital for sales-driven organizations. In Gerabot, you have the flexibility to create new leads either manually or automatically, making the process adaptable to your business needs. Manual entry is fast and intuitive: in the 'Leads' section, simply click 'Add Lead' and enter the relevant details such as category, full name, phone, company, email, and comments. Assign the lead to a responsible manager and tag the source, helping you keep your database organized and actionable. For scaling and automation, Gerabot offers scenario-based forms. Create custom forms by adding questions and specifying field types, such as multiple choice or free text. When a client fills out the form, their responses immediately generate a new lead, complete with all the captured information. You can filter leads based on category, manager, and source, making it easy to segment your pipeline and focus on the most promising opportunities. By streamlining manual tasks and automating repetitive data entry, your team will save time, increase accuracy, and enjoy better visibility into your sales funnel. Secure, role-based permissions ensure the right team members can view, edit, or act on leads—no matter how complex your workflow. With structured data, reporting becomes more insightful, marketing ROI improves, and your sales process becomes both scalable and efficient. Gerabot's lead management system is the backbone of high-performing sales teams: simple for new users, powerful for experts, and customizable for your growing business.