Contact & Lead Management
Make Every Contact a Conversion Opportunity
WHSuites is a potent Contact & Lead Management CRM for sales teams, developing businesses, and enterprises that simply cannot afford to let one prospect get past you.
It automates the capture of leads and allows you to manage each contact throughout each stage of your pipeline. WHSuites brings your relationship history together into an intelligent, unified platform.
- Capture Leads Automatically
- 360 Contact Profiles
- Pipeline View
Businesses managing leads on WHSuites
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K+
Average increase in lead conversion rate
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From First Touch To Closed Deal in Five Simple Steps
The process of tracking contacts and leads using WHSuites provides an intelligent and systematic process that guarantees that no prospect gets lost and all relationships are fostered with purpose.
Capture the Lead
The minute that your prospect is engaged with your business whether by way of web form, landing page, e-mail or social media ad WHSuites will automatically capture them. No more missed leads or double-data entry-the contact automatically enters the CRM with its source tagged.
Enhance the Contact Profile
WHSuites automatically builds a full contact profile for you which includes their name, company, e-mail, phone, location, lead source and conversation history. You may add custom fields, notes and tags that your company needs in order to identify and qualify prospects.
Score and Qualify the Lead
Not all prospects have the same value to your company. The automatic scoring engine in WHSuites assesses the quality of your contact based on behavior, engagement, demographics and pipeline fit and then sends them down to your sales team-ready to be contacted-always at the optimal time.
Nurture the Contact through the Pipeline
Transition leads through the pipeline on your terms; it only takes a simple drag and drop. The follow-up tasks are assigned automatically. Set calls to be made and messages to be sent without ever having to switch contexts or log out; this makes sure that nothing falls through the cracks.
Convert and Analyze
All relevant conversation history seamlessly goes with the prospect when they are promoted to the next stage in the sales process, which in this case, is a deal. Your closing success is thoroughly analyzed once the deal has been closed with all its sources and strategies to help replicate success at scale.
Ready to Turn More Leads into Customers Quickly?
Try WHSuites CRM, used by over 12,000 other businesses already growing with WHSuites.
Manage Contacts and Leads Like a Pro
WHSuites is more than just a contact list - it’s an all-in-one, full-fledged CRM that integrates all your contacts, every sales conversation, and every deal you’ve closed (and those in process!) into one dynamic, intelligent relationships hub.
WHSuites collects new contacts from various sources such as your web forms, e-mail communications, telephone calls, WhatsApp, and social media interactions, or you can add contacts manually into the system. These contacts can then be automatically classified according to their originating channel, lead stage, industry, custom tags, etc. You can maintain an unlimited amount of contact records and can effectively merge any duplicate records you come across as well as filter and group the contact database in any fashion that your business operation necessitates. With WHSuites, all your contacts will always be current, clean and appropriately connected to the correct pipeline stage.
Forget spending unnecessary time on unready and cold prospects. WHSuites features a highly effective lead scoring system that rates each contact according to such attributes as their activity and engagement level, demographic suitability and behaviour within the sales pipeline. Your sales team receives a daily report detailing their leads, ranked by their readiness for conversion, which allows them to know precisely who they should be working with first.
WHSuites will provide you with a comprehensive overview and analytical breakdown of your entire lead funnel, including the initial touch and the final conversion stage. Monitor conversion rates segmented by lead source, track the speed at which your sales funnel is operating, locate stages in the funnel where leads are getting held up, and review individual sales representatives’ performance and contributions. These statistics and other such performance reports and analyses aren’t merely statistics for display.
Never Let Another Lead Go Cold with Smart Lead Capture
The greatest expense in sales is not a poor pitch; it is a promising lead that received no follow-up at all. WHSuites' Contact & Lead Management CRM captures, assigns, and activates all of your leads from the moment that they hit your system, ensuring that your team is one step ahead.
This is how smart lead capture benefits your company:
- Automatically captures all leads from landing pages, web forms, emails, and advertising campaigns.
- Automatically assigns leads to a specific sales rep based on region, source, and round-robin methodology.
- Smartly merges and detects duplicate contacts to maintain a pristine database.
- Automatically tags the source of each lead so that you will know exactly which channel is bringing in what.
- Instantly alerts sales reps the moment that new leads arrive with real-time lead alerts.
Pipeline & Stage Management - Always Know the Status of Each Deal
A contact is useless without a pipeline. WHSuites can link each contact to a real-time sales pipeline, ensuring that each of your team members has the full history of the lead - what stage it is at, the next step, and ownership.
With WHSuites, both sales managers and individual representatives get complete visibility and clear direction. WHSuites makes CRM pipeline management truly conducive to closing deals rather than just tracking them.
- Create customizable pipeline stages tailored to your sales procedures
- Manage and move leads between stages with a drag-and-drop interface, simultaneously logging activities
- Operate multiple, concurrent pipelines for separate product groups, geographical locations, or departments
- Automatically generate tasks that trigger when leads enter specific stages of the pipeline
- Track deal value for the pipeline stages to facilitate future revenue predictions
- Select your pipeline views (list or board view) based on the needs and preferences of your sales team
Data That Proves the Difference
Real Results From Real Teams Using WHSuites
50%
Faster Lead Conversion
Sales teams using WHSuites as a powerful contact and lead management CRM that converts leads into clients 50% faster compared to managing pipelines manually or across disconnected tools.
3x
Better Team Collaboration
Every lead, follow up, and deal has a clear owner and live status in WHSuites CRM. With WHSuites, no more missed updates, complete visibility for managers and teams.
60%
Fewer Missed Follow-Ups
Automated reminders and smart notifications in WHSuites. With reminders and smart notifications, WHSuites help businesses cut missed follow ups by up to 60%.
12,000+
Businesses Trust WHSuites
From startups to growing enterprises, WHSuites is the preferred CRM across pharma, real estate, education, IT, and more.
Manage Contacts and Leads from Anywhere, on Any Device.
Your sales reps are mobile - and your CRM should be too. WHSuites Contact & Lead Management is responsive. Work on your laptop and close deals. Review lead history while at a client meeting. Log fresh interactions while out in the field.
Desktop
The entire contact database is viewable with search, filtering, and mass actions. The entire lead timeline, analytics dashboard and multi-pipeline management view at the same time. Designed for sales managers and team leads to provide entire visibility into the organization at a single glance.
Tablet
Clear contact cards that allow users to swipe and update to change the lead status. Great for managers looking to monitor their sales pipeline during a client meeting, on an off-site, or during a branch assessment.
Mobile
Log calls, add notes, update lead stages, or capture a new contact in seconds with your phone. Your reps can instantly update the CRM as soon as they leave the client meeting, while it's still fresh in their mind. Available for both iOS and Android, Web App, and Chrome Extension.
- iOS
- Android
- Web App
- Chrome Extension
FAQs about WHSuites Contact & Lead Management
Everything you need to know about Contact & Lead Management
Contact and Lead Management within a CRM provides you with one central hub to store, track, and action every lead, prospect, and client interaction. This is critical as without a CRM and robust Contact & Lead Management strategy, your business will lose money through lost leads.
With WHSuites web forms, landing pages, email campaigns, and social media ad campaign feeds all integrated to seamlessly capture leads the instant they show an interest. All captured leads are automatically tagged with a source and allocated to the correct sales rep instantly.
WHSuites has the functionality to support multiple fully customizable sales pipelines at any one time. Separate pipelines can be set up for different products, services, regions, or teams, and you can simultaneously view, manage, and track progress from a central dashboard.
WHSuites has a built-in duplicate detection engine to match contacts by email, phone number, or company name. Duplicate contacts can be merged with a single click. Interaction history from each contact is merged, so you maintain the full contact history in a single, clean contact record.
Yes. WHSuites' lead scoring system automatically assigns a score to every contact based on the contact's activity, behavior, demographic fit, and pipeline activity. Sales reps are provided with a daily, prioritized list of their hottest leads so they will always know who to contact first. Your sales reps no longer waste time contacting unresponsive prospects.
Yes, it does. WHSuites securely stores a complete history for each contact, including emails, call log data, meeting notes, tasks, deals, and file attachments. WHSuites displays this data chronologically within a contact's timeline. Any team member accessing a contact record gains the complete relationship history immediately, without needing someone to catch them up.
Yes. Automatically assign leads to sales reps using WHSuites rules for geography, source of the lead, industry, round robin, or rep availability. Your assigned sales rep receives an automatic notification as soon as a new lead is assigned to them. Leads will receive attention within minutes, not hours.
Without a doubt. WHSuites utilizes enterprise-grade data encryption, role-based security, and frequent audits to safeguard your contacts database. It is you alone who has the power to determine who on your team has viewing access, editing privileges, and export and delete rights for contact records- protecting your most valuable business asset from unauthorized access.
