Leads

From first contact to client, without retyping a thing.

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Sales

Capture the people and companies who may become clients — in the field, at a branch counter, or from an inquiry form printed in a publication. Track what each one wants as opportunities by product, qualify them through stages you define, visit them, and convert the qualified ones into clients without retyping anything. Leads stay out of client counts and reports until they convert, and a person's personal data is protected exactly like a client's.

How it works

The whole workflow, step by step

Each column is who does the step. Follow the numbers down the page; where the line bends, the work changes hands.

  1. 1

    A lead comes in

    Four ways in, all landing in the same list.

    AIn the field

    Captured on the phone, even offline, and recorded where it was captured.

    BWalk-in

    At a branch counter, such as a loan request. Consent is required, and the request becomes the first opportunity.

    CPublic inquiry

    A form posted in a publication or online. Each campaign has its own link and QR, its own office and a daily cap.

    DFrom a form

    A form your team already submits can create a lead — only when the prospect's consent is ticked.

  2. 2

    Raios360

    Routed and checked for duplicates

    Each lead goes to the right office or a central queue, and possible duplicates are shown before it is saved.

  3. 3

    Your team

    Qualify it

    Move it through the stages your organization defines, and record what it wants as opportunities by product.

  4. 4

    Your team

    Visit it

    Schedule a visit from the lead and start it on the phone. Lead visits never count as client visits.

  5. 5

    Your team

    Decide

    Only a qualified lead becomes a client.

    Convert

    It becomes a client. Its opportunities, visits and their submissions come with it — nothing is retyped.

    Disqualify

    It stays out of client data. Your organization can set a period after which its personal data is anonymized.

  6. 6

    Raios360

    See what is working

    Reports by source, campaign, office and stage; conversion rate, time to convert, and won value by product.

The problem it removes

  • Prospects are written on paper slips and in personal notebooks, and go cold there
  • Nobody can say which campaign, branch or rep a new client actually came from
  • Converting a prospect means typing the same details into a second system
  • Prospects and real clients are mixed together, so every client report is wrong

Worth knowing

  • A conversion that finds an existing client with the same national ID links to it instead of creating a second one; weaker matches ask first
  • A lead can have several owners, and who sees it follows your roles — its owners, or everyone responsible for its region
  • A person's personal data is kept behind controlled access, and access to it is audited
  • Reports count only the leads the viewer is allowed to read, with periods in your organization's calendar

What it installs

Ordinary pieces, already wired together

Everything below is a normal part of Raios360 — open it, edit it, and build on it like anything you made yourself.

Leads

Web

  • Leads list and lead detail
  • Inquiry forms with campaign links and QR
  • Lead stages and retention settings
  • Leads reports

Mobile

  • Capture a lead, offline
  • Start a visit to a lead
  • Convert a lead

Pages

  • A Lead page with its opportunities and visits

What it does not do

  • It is field-sales shaped: no email campaigns and no forecasting
  • Duplicates are flagged, never merged automatically
  • It is switched on per organization by our team rather than self-installed

Often used in

Field ServicesReal EstateFMCG & Retail

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