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Every enquiry needs a source, an owner and a next action. Build a process that follows each lead through to its business outcome.
Bring enquiries from connected channels together and keep their arrival source and campaign details. This shows not only who contacted you, but what brought them.
Assign each enquiry to a team member and define a follow-up task. Recorded calls, messages and contact attempts show what has already happened and what still needs attention.
Use stages that fit your sales process: new enquiry, contact attempt, meeting, proposal and deal. Record reasons for a poor fit too, distinguishing lead-quality issues from unfinished follow-up.
Connect sales outcomes with arrival sources. Comparing cost per enquiry, meeting and deal helps agencies and clients assess which campaigns contribute to results beyond lead volume.
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Check for unassigned enquiries, overdue tasks and leads without updates. Reminders and automatic routing can support follow-up, but the team’s statuses and records remain the basis of reliable measurement.
A lead management system centralizes all incoming inquiries from various sources (ads, website, social media, etc.) and enables systematic tracking and handling from the first contact to closing the deal. With FixDigital CRM, each lead gets a personal profile, status, history, and tasks—all under one dashboard.
FixDigital CRM supports lead collection from a wide range of sources: Facebook, Google, Instagram, Taboola campaigns Website forms and landing pages WhatsApp and chat Phone calls, SMS, and emails Leads are automatically pulled into the system and tagged by their source.
Managing leads in Excel can lead to missed inquiries, disorganization, and lost opportunities. FixDigital CRM automatically handles every lead with clear statuses, tasks for reps, full documentation, messaging options, and reminders—all in one place and in real time.
The system logs full lead source data—including platform, campaign, ad, and even search keywords. In FixDigital CRM, with a single click, you can see which campaign brought in how many leads, how many turned into meetings or sales, and the cost per lead.
The system identifies unhandled leads, sends automatic alerts to team members, and allows for instant messaging (via WhatsApp, email, or SMS). No lead is left behind, ensuring fast response times and higher conversion rates.
Absolutely. FixDigital CRM supports lead assignment based on defined rules – such as rotation, area of interest, geographic region, campaign type, and more. Manual distribution is also available, with performance tracking for each sales rep.
Definitely. For example: New lead? → Automatically send a thank-you email + open a task for a rep No action after 24 hours? → Send a reminder Lead turned into a meeting? → Update status + notify the client With FixDigital CRM, you define the rules—and the system works for you.
Yes. The platform includes reports and dashboards showing: Number of leads from each source Response times Conversion rates to meetings/deals Sales rep performance This helps you understand what’s working and improve what’s not.
Of course. From the lead profile, you can send emails, WhatsApp messages (via official API), SMS, and more—with ready-made templates. All communication is automatically logged in the lead’s profile—so you always know who said what, when, and how.
It’s easy: create an account, connect your lead sources (Facebook, forms, etc.), define your handling process – and you’re ready to go. The FixDigital support team will guide you through the full setup, with customization tailored to your business needs.