Lead Management

An easy way to manage your customer data using task management.

About this solution

This solution uses a fictitious brand called Mortgage Brokers, a company who helps its customers take out a mortgage for their new home.

To configure this solution Kademi's lead management application (KCRM) has been used to manage incoming sales leads, then following a process using task management to nurture a customer across a series of funnel stages from qualifying the lead through to sending a proposal and collecting payment.

KCRM's lead management capability can be used in many different scenarios including:

Sales funnels
Reviewing and approving claims
Reviewing and responding to support requests

Configuration

To set up this solution, the following applications have been installed and configured.

Application	Configuration
KCRM	Configured to manage funnel stages of a sales process.
K-Journeys	Used to automatically create tasks for a sales consultant and send email notifications to a customer.

Frequently asked questions

Can I add my own branding and content?

Absolutely, we’ll guide you through each step on how to upload your company logo, fonts, colours and also change the solution content.

Can I customize this solution?

Any ready-to-go solution you install can be extended and customized.

Can I use my own domain name?

Yes, you can either buy a domain name from your Kademi admin console, or update your existing domain nameservers to point to Kademi.

When do I need to pay to use this solution?

You’ll get 30 days to test drive Kademi and install any number of solutions, then once your trial period ends, you will need to pay a monthly fee to continue to access your Kademi admin console.

Can I close my Kademi account at any time?

Yes, you will be able to close and delete your account at any time.

I already have a Kademi account and want this solution.

That’s totally fine, you can install solutions from inside your Kademi account.

Get this solution

Enter your details below to create a Kademi account instantly and install your solution.

No credit card

Get a 30 day trial without any upfront credit card payment.

Secure

Your Kademi account will sit behind a password protected login.

Private

We won't share your personal information with any 3rd party.

Get the latest Kademi updates and news.

Manage my profile