Once you create your GreenCRM24 account, the dashboard becomes your central place for managing and tracking your leads. From the dashboard, you can view incoming leads, monitor lead sources, check assignments, and keep track of your team's sales activities. GreenCRM24 allows you to capture leads from sources such as Facebook Lead Ads, Google Forms, Shopify, websites, and Excel uploads.
Key Areas to Explore
Leads: View and manage your incoming enquiries in one place.
Lead Assignment: Assign leads to sales agents using manual, Round Robin, or AI-powered routing.
Follow-ups: Schedule reminders, add notes, and track customer interactions.
Analytics: Monitor lead sources, conversions, and team performance through reports.
Integrations: Connect your lead sources directly with GreenCRM24.
Start by checking your leads, configuring your team, and connecting your preferred integrations. With GreenCRM24, you can keep your sales process organized from lead capture to conversion.
