OmexaOS Leads
Pipelines and stages
Name the stages your leads move through, drag leads between them, and keep a record of every move.
Every lead on one board, in the stages you work in.
- Stages that match how your team actually works
- Drag a lead to move it along the board
- Every move recorded with who made it and when
- More than one pipeline when one process is not enough
Your stages, your words
Rename, reorder and add stages, and mark which ones mean won and lost, so reports know how each lead turned out.
The board is the work
Move a lead by dragging its card. The change is saved at once and appears on its timeline, so nobody has to ask what happened.
Seen by the right people
Counselors see the leads they own; managers and admins see the whole team. What people can see is set by their role.
Works well with
Lead routingThe right person gets each lead the moment it arrives.Every lead has an owner within seconds of arriving, which is the single biggest reason a lead gets answered at all.Tasks and timelineEverything done to a lead, and everything still to do.The follow-up that decides the sale actually happens, and the history outlives the person who made it.ReportsHow leads turn out, and where they come from.You can see which source earns its budget and which stage leaks, so spending decisions stop being guesses.