Centralized lead management
Capture leads from websites, campaigns, referrals, distributors, files, and business systems in one organized platform.
Lead2Rev connects lead generation, sales activity, customer information, and financial results in one operational platform.
Request a demonstrationLead information is often spread across websites, spreadsheets, marketing platforms, customer databases, sales systems, and accounting applications.
Lead2Rev connects those systems so your team can see where every lead originated, who is responsible for it, what actions have occurred, and whether the opportunity generated revenue.
Instead of managing disconnected records, Lead2Rev creates one operational view from first contact through completed sale.
Capture leads from websites, campaigns, referrals, distributors, files, and business systems in one organized platform.
Assign each opportunity to the appropriate salesperson, office, distributor, location, or service team using configurable rules.
Track contact attempts, qualification, opportunities, quotes, orders, completed sales, and customer follow-up.
Connect completed orders and financial results to the original lead source, campaign, product, customer, or representative.
Receive lead and customer information from approved websites, forms, campaigns, files, and business applications.
Route each lead to the correct salesperson, office, location, or partner and establish responsibility for follow-up.
Record sales activity, update opportunity status, schedule follow-up, and keep the sales process moving.
Connect orders, invoices, and revenue information back to the original opportunity for accurate performance reporting.
Make unanswered, inactive, and overdue leads easier to identify before they disappear from the sales process.
Move new opportunities to the appropriate team without depending on manual email forwarding and spreadsheet updates.
Understand which campaigns, products, locations, territories, and sales representatives are producing measurable results.
Lead2Rev connects the systems you already use instead of forcing your business into a generic workflow.
Connect websites, marketing platforms, CRM systems, ERP applications, accounting software, customer databases, and custom applications into one lead-to-revenue process.
Talk with CTS about your current lead process, the systems involved, and the visibility your sales and leadership teams need.
Schedule a conversation