# Lead Management Software

> Capture, qualify, assign and nurture leads in one place, so sales spends its time on the prospects most likely to buy.

**URL:** https://cubecrm.co.uk/software/lead-management-software

A lead list is only useful if somebody works it, and working it properly means knowing which leads are worth a call today, which need nurturing for six months, and which were never going to buy. CubeCRM holds leads separately from customers until they qualify, scores them on the criteria you choose, and routes them to the right person with a clear next step. Leads that are not ready yet go into follow-up sequences rather than being forgotten, and leads that go nowhere are closed with a reason - so over time you learn which sources, sectors and sizes of business actually convert.

## Details

- **Solution:** Lead Management Software
- **Group:** Winning work
- **Platform:** CubeCRM (https://cubecrm.co.uk/platform)
- **Coverage:** Nationwide, set up in person
- **Also known as:** Lead tracking software, Lead management system, Sales lead software, Prospect management software, Lead nurturing software

## What is included

- **Leads kept separate:** Prospects sit in their own list until they qualify, so the customer database is not cluttered with names from a trade show three years ago.
- **Scoring you control:** Score leads on sector, size, source, location and engagement using your own rules, and sort the list so the likeliest buyers are at the top.
- **Routing and ownership:** Assign by territory, product or round robin, with a named owner and a next action on every lead. Reassignment keeps the history.
- **Nurture, do not forget:** Leads that are not ready get a follow-up date or a sequence of reminders, so a "call me in the spring" actually gets a call in the spring.
- **Lists imported cleanly:** Trade show scans, bought lists and event sign-ups imported with de-duplication against existing leads and customers, and consent recorded where it applies.
- **Conversion by source:** See how many leads from each source qualified, became opportunities and were won - and how long each step took.

## Real-world use cases

### Trade show cards in a drawer

**Scenario:** An equipment supplier came back from each trade show with a few hundred scanned badges. They were emailed round as a spreadsheet, a handful were called, and the rest were forgotten until the next show.
**Outcome:** Show leads are imported the same week, scored on sector and company size, and assigned by territory with a follow-up date. The team works the best fifty first, and the rest go into a nurture sequence.

### Everyone chasing the same prospect

**Scenario:** A software reseller’s sales team worked from a shared prospect list. Two people occasionally called the same company in the same week, and the prospect noticed.
**Outcome:** Every lead now has one owner, visible to everybody. Contact attempts are logged against the lead, and nobody calls a prospect somebody else is already working.

### Not now, meaning never

**Scenario:** A commercial cleaning company regularly heard "our contract is up next year" from prospects. Those leads were noted on paper and very rarely followed up at the right time.
**Outcome:** Contract end dates are recorded against the lead with a reminder three months ahead. The follow-up now happens when the prospect is actually in the market.

## Figures

- **1 owner** On every lead, with a next step
- **Scored** On the criteria you choose
- **Tracked** Conversion from each source

## Frequently asked questions

**What is the difference between a lead and an enquiry?**

In CubeCRM an enquiry is somebody who contacted you, and a lead is anybody you might sell to - including people you found yourselves. Both can qualify into an opportunity. Some businesses only need one of the two, and that is fine.

**Can we import bought or event lists?**

Yes, with de-duplication against existing records. Make sure you have a lawful basis to contact the people on it - we record consent and source against each lead to help, but the decision is yours.

**Does it do automated email nurturing?**

CubeCRM handles the reminders, tasks and segmentation, and bulk email sending runs through Mailchimp or your existing platform via the integration. A mail platform is a specialist job and we would rather integrate with a good one than pretend to be one.

**How are leads scored?**

On whatever criteria you set - sector, size, location, source, whether they opened a campaign email, whether they visited a pricing page. Scoring is transparent, so a salesperson can see why a lead is ranked where it is.

## Related solutions

- **Enquiry Management Software** - Every enquiry from the website, email and phone in one queue - assigned, answered and tracked through to a quote, so none of them go cold in a shared mailbox. https://cubecrm.co.uk/software/enquiry-management-software
- **Sales Pipeline Software** - Every opportunity on one board, by stage, with value, likelihood and next step - so the whole team can see what is live and what is stuck. https://cubecrm.co.uk/software/sales-pipeline-software
- **Sales Management Software** - Targets, activity, pipeline and results for every salesperson and team, from the same live data - so managing sales is coaching rather than chasing spreadsheets. https://cubecrm.co.uk/software/sales-management-software
- **B2B CRM Software** - A CRM built around companies, sites and buying groups rather than individual consumers - for long sales cycles, repeat business and accounts with many people in them. https://cubecrm.co.uk/software/b2b-crm-software

## Contact

- **Product:** CubeCRM
- **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972)
- **Email:** hello@cubecrm.co.uk
- **Sales:** sales@cubecrm.co.uk
- **Support:** support@cubecrm.co.uk
- **Telephone:** 01234 672 617 (+441234672617)
- **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP
- **Opening hours:** Monday to Friday, 9am to 5.30pm
- **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)
