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Lead Management

Assign, track, and notify to
efficiently manage project leads

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Assign Leads

Assign projects and companies to delegate responsibility and control record access.

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Action Leads

Enter interactions, notes and reminders against assigned projects and companies.

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Monitor Leads

Use dashboard widgets or reports to track activity on assigned project & company leads.

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Get leads and effectively manage them on a single platform.

IBIS Lead Management is a comprehensive turnkey solution to obtain project leads that meet your requirements and to action them.


Why this matters?

Identifying and nurturing leads on the same platform enables you to work faster on the opportunities you identify much more efficiently.

Searching for new leads and assigned leads couldn’t be easier.

IBIS advanced search functionality for projects and companies enables easy identification of qualified leads, assigned leads, requested leads and leads requests pending assignment.

Why this matters?
By simplifying and streamlining lead identification and lead tracking IBIS’ lead management software makes lead funnel management easy and significantly enhances sales.
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Efficient lead distribution is essential for an efficient sales process.

IBIS Lead Management provides a user-friendly interface that enables easy lead distribution based on lead requests and direct assignment. It also allows easy review of project and company lead distribution.


Why this matters?

Allowing sales teams to see who is working on a lead and to request leads they want to work on creates a positive, proactive work culture based on transparency and efficiency.

Lead request and assignment notifications foster a seamless workflow.

IBIS real-time notifications on mobile and email make it easy for everyone to stay updated and to respond instantly to lead requests and lead assignments.

Why this matters?
Prompt notifications create a collaborative work environment by optimizing lead handling and by streamlining your lead management workflow.
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Provide both transparency and confidentiality with a single click.

IBIS Lead Management allows users to see assigned project and company leads while restricting record access to anyone not assigned to work on the lead.

Why this matters?
While sales collaboration is essential, so is confidentiality in ensuring the integrity of the sales process and ensuring seamless workflows.

Lead request and assignment notifications foster a seamless workflow.

IBIS real-time notifications on mobile and email make it easy for everyone to stay updated and to respond instantly to lead requests and lead assignments.

Why this matters?
Prompt notifications create a collaborative work environment by optimizing lead handling and by streamlining your lead management workflow.
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Client Testimonials

“BNC’s Lead Management module has helped us efficiently manage our project leads. We are now able to assign leads, track progress, and get notified at every stage of the sales process.”
VP Sales and Marketing
Oilfield Equipment and Services Company
“The BNC's Lead Management module has been a game-changer for our team. We can now assign and work on specific projects and companies ,and track all interactions made by the sales with ease.”
Marketing Manager
HVAC Supplier

Frequently Asked Questions