“The secret of getting ahead,
is getting started.”

-Mark Twain

Lead-2-Opportunity – Lead Management with SpiceCRM

The start of each selling process is to gain leads and find out their needs to meet them with the right offer.
SpiceCRM offers a clear guided process to manage leads, to monitor them and to ensure all steps are taken to win a prospect business. Associate relevant activites and events with those leads. And convert your qualified leads to contacts and accounts that have opportunities associated to them.


A process driven guide ensures that the user follows the processes. For the casual user this ensures that process standards are followed. For the experienced user it offers checks to ensure nothing has been forgotten. It is the base to ensure that the customer experience is as your company envisions the process to be.


The systems supports the process with features to easily manage all related activities. All contact attempts and all planned activities are visible for the sales teams. So on the one hand the sales team is informed about all activities, on the other hand the customer is not double-called and gets the right information at the right time.


Execution along the process is one part. Equally important is the capability to gain insight and analyze the process. This helps to drive performance in a sales organization but is also the base for proper forecasting. Useful reports support the individual as well as the management.

Guided lead process

A graphical guide in the lead provides a quick overview of the status of a lead and the progress according to the defined process. It performs checks and highlights if all required steps are completed or actions are missing. The guide is fully configurable and can be defined according to the companies standards and sales process. The lead overview displays leads per stage.

  • Clear and visible process
  • Documented actions per process stage
  • Checks per stage
  • 100% configurable

Activity management

When the sales team works a lead, they’ll set up a series of activites. In SpiceCRM all related actvities like emails, meetings, calls and tasks are managed and displayed directly in the lead view. Every past attempt to contact the lead and all planned activities are clearly visible for all users working on this lead.

  • Send & archive emails
  • Log calls
  • Manage tasks and plan meetings
  • Get an overview of the next steps and past activities

Convert a lead

If the lead is qualied, it can be easly converted into a contact, with an associated opportunity and account. SpiceCRM uses data from the lead you’re converting to create a new contact without loosing any information. All open and closed activities from the lead are now attached to the contact, opportunity and account.

  • Quick and easy convertion of leads
  • No information gets lost
  • Work on with contact, account and opportunity

Reporting & Analytics

In SpiceCRM the integrated Reporting is key to ensuring sales success. The flexible reporting tool allows reporting on individuals and teams with drilldown capabilities and graphical representation of the results. Analyse the conversion rate of your leads or get an overview of leads per status.

  • Check the conversion rate
  • Get an overview of leads per status
  • Flexible tool with predefined reports available
Lead-2-Opportunity was last modified: April 27th, 2017 by admin