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Capture, manage, and track customer leads easily with Boscosoft CRM.
CRM Lead Capture – Simplify Your Sales Lead Management CRM Lead Capture by Boscosoft is a mobile application designed to help sales professionals and business teams capture, organize, manage, and track customer leads efficiently. Integrated with Microsoft Dynamics 365 CRM, the app provides a convenient way to register leads, access customer information, monitor lead status, and stay connected with sales activities from your mobile device. Key Features Easy Lead Capture Create and register new sales leads. Record customer names, company details, contact information, and job titles. Select lead sources and add relevant business information. Submit lead information directly to the connected CRM system. Lead Management View and manage registered leads in one place. Search leads by customer name, company, or email. Filter leads by status, including New, Qualified, and Closed. Sort records to find relevant leads quickly. Access detailed lead information and activity history. Sales Dashboard View total leads and newly captured leads. Monitor qualified leads and conversion metrics. Explore lead trends and status summaries. Get a quick overview of sales pipeline activity. Lead Details and Follow-ups Access customer contact information. Use available calling, messaging, email, and chat actions. Review lead information and recent activities. Stay informed about follow-up requirements. Notifications and Reminders Receive lead-related notifications. View follow-up reminders. Stay informed about CRM synchronization updates. Microsoft Dynamics 365 Integration Connect lead capture activities with Microsoft Dynamics 365 CRM. Submit lead records through the configured CRM API. View synchronization status, including pending, failed, and submitted records. Access updated customer information from the connected CRM environment. Secure Account Access Sign in using your authorized account. Microsoft sign-in option is available. Access application features according to your configured account permissions.