Capture and organise enquiries
Create lead records, import existing enquiries or collect responses through configured web forms. Keep contact details, source, tags, product interest and referral information with the enquiry.
LEADS, PIPELINES & FOLLOW-UPS
Track every lead. Follow up on time.
Manage enquiries, lead sources, pipeline stages, assigned owners, reminders and quotations in Pletox ERP. Keep sales conversations and the next action together.
Included in Basic, Growth, Advance
Lead pipeline
Open enquiries24
6 follow-ups todayAtlas WorksMachine components · Website enquiry
ContactedNorthline EngineeringAssembly parts · Referral
QuotationCrest IndustriesAnnual supply · Trade event
NewIllustrative workspace · Sample data
Give every enquiry an owner and a next step.
Follow enquiries from the first conversation to a quotation. Use a shared lead record so your team can see who is responsible, what the customer needs and when to follow up.
Manage the sales pipeline
Assign leads to team members and move them through your configured stages. Use list and board views to review enquiries by stage, source, owner and other filters.
Keep follow-ups accountable
Set reminders and related tasks, record notes and attach supporting files. Review the next action alongside quotations and the contact history before speaking to a prospect.
Leads management
Keep the sales conversation with the lead.
A salesperson should not need to search messages to prepare for a follow-up. Contact information, requirements, notes and quotations stay available in the lead workspace.
01
Contact and requirement details
Keep company and contact details, interested products, source and referral context together.
02
Quotations and supporting files
Prepare quotations from the lead workspace and keep documents and notes available to the team.
03
Ownership and access
Use assigned owners, team visibility and configured permissions to control who can review or update leads.
Lead pipeline
Open enquiries24
6 follow-ups todayNew enquiryContactedQuotation
Atlas WorksMachine components · Website enquiry
ContactedNorthline EngineeringAssembly parts · Referral
QuotationCrest IndustriesAnnual supply · Trade event
NewIllustrative workspace · Sample data
YOUR TEAM’S WORKFLOW
From setup to everyday work.
01
Capture the enquiry and source
02
Assign an owner and follow-up
03
Review progress and prepare a quotation
Can we use our own lead stages and sources?
Yes. Configure lead stages and sources for your sales process, assign owners and use the available list and board views. Web forms, imports and any external lead sources are configured during setup.