Why leads go missing
Most lead leakage happens because enquiries come from too many places: website forms, phone calls, ads, referrals, email and social media. Without a single pipeline, follow-up becomes inconsistent.
What a CRM should give you
- Lead source and campaign tracking
- Status pipeline from new enquiry to won or lost
- Follow-up notes and reminders
- Sales team assignment
- Quote and proposal visibility
- Reporting on conversion and response time
Custom versus generic CRM
Generic CRMs can be powerful, but many teams only use a small part of them. A custom CRM can be designed around your exact sales workflow, making it easier for staff to adopt and managers to track.