Lead Management
Capture, qualify, and route every lead before it goes cold.
A full lead pipeline — capture, Kanban tracking by status, division/territory rollups, and a unified activity history — with tenant-defined custom fields so the form matches how your team actually qualifies leads.
Fully built and in active use across tenants.
The problem
- Leads arrive from five different channels and get triaged in a spreadsheet.
- No visibility into which rep is sitting on a lead that's gone quiet.
- Every team qualifies differently, but the CRM only has one rigid form.
How VKomak solves it
- Single inbox for every lead source, with owner assignment and SLA-aware aging.
- Kanban board grouped by lead status, so stalled leads are visible at a glance.
- Custom fields per tenant — add the qualification questions your business actually asks.
Features
Workflow
- Step 1
Lead captured (manual entry, import, or integration)
- Step 2
Auto/manual assignment to an owner
- Step 3
Qualification via custom fields + notes
- Step 4
Status progression tracked on the Kanban board
- Step 5
Convert to Deal or mark lost with a reason
Benefits
- Faster first response by making stalled leads visible
- Consistent qualification without losing per-team flexibility
- No more re-keying data when a lead becomes a deal
Related modules
FAQs
Yes — lead sources, statuses and priorities are tenant-scoped master data, so each business can run its own pipeline vocabulary without affecting other tenants.
See Lead Management on your own data.
Book a guided walkthrough, or start a free trial and explore it yourself.