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The Leads module in iSmartRecruit functions like a Sales CRM, allowing you to manage your entire sales pipeline efficiently. You can store detailed company and contact information, track communication history, and streamline your lead management—all in one place. Follow the steps below to add a lead into the system.

Set up a call reminder for Lead so you never miss the call.

Add tasks for your team to have better control over the work process.

Change the status of Leads according to your workflow.

Track your progress of your Leads and check how much time the user took to convert the Lead into Client.

Transfer your ownership if you are on leave for certain days.

You can change the view of the data according to the requirement in the form of Lists and Grids.

When Lead/Prospect gets agree to do business & ready to sign a long term contract, you can convert the Lead as your Client.

Send email to the Leads from the system.

Send mass emails to Leads and do the best engagement and promotion with Leads.

Track all the Leads to manage them easily and precisely.

You can add the contact person details of your Lead into the system.

Capture any information about Lead like communication, key points, summary etc.

Record the summary of calls into the system with the help of Call History option.

Store the eCopy of Important Documents

Edit the information of the Leads, which was created before.

In iSmartRecruit, you can convert a Lead into a Candidate when the lead becomes relevant for potential job opportunities. This allows you to seamlessly move prospect data into your recruitment workflow without manual data entry. The system provides flexible options for converting either the organisation details or a specific contact from the lead into a candidate. Follow the steps below to convert a lead into a candidate.