IntrApp Leads
Don’t miss a single business opportunity!
Tracking incoming inquiries is crucial for success. IntrApp helps you organize and monitor every potential client, ensuring that no opportunity is ever lost.
Sources
Track where your inquiries come from!
You don’t have to stick to predefined categories – you can create as many sources as you need and tailor them to your system. Whether it’s Facebook, Instagram, an event, or even a personal recommendation, every lead can be traced accurately.
Lead statuses
Organize your incoming leads with custom statuses!
Set up your own statuses, for example, “New lead” or “Under negotiation.” You can assign each status its own background and text color, keeping your list clear and easy to follow.
Leads
Every lead in one place, clearly organized
You can easily record incoming leads so that all important information is available in a single view. Assign names, currencies, values, and deadlines to each lead, and link them to partners.
By setting statuses and assigning responsible team members, you can track exactly where each business opportunity stands, while custom source tags help you see where your leads are coming from. The clear interface and filtering options ensure you can always find what you need quickly.
Track progress every step of the way
Follow up
Record all interactions, whether it’s sending an email, making a phone call, or having a face-to-face meeting. Note what happened, outline the next steps, and log the time spent to get a clear picture of how each lead is being handled. This way, you’ll always know when and how to follow up, making sure no opportunity is missed.
Capture every detail!
Comments
Record all important details for your leads to keep track of communications and business opportunities.
Public comments support teamwork, while private notes let you save your own thoughts and strategies. This way, you always have a clear view of where each lead stands, and you can be sure nothing gets lost.
All documents in one place, easy to find
Attached files
Price offers, contracts, and NDAs – handling leads often generates many important files. With IntrApp, you can attach them directly to each lead, so they’re always at hand when you need them. No more digging through emails or folders – all related documents are stored in one organized place.
Never miss a deadline!
Calendar
Link events related to your leads directly to the calendar so you always know when to follow up. Whether it’s a follow-up call, a face-to-face meeting, or a discussion, all appointments are managed in one place. This helps you stay organized, avoid forgetting anything, and ensure that your relationships with potential clients remain consistent and well-coordinated.