Lead Management Software for Small Businesses

Telagus is lead management software built into an all-in-one CRM. Capture leads from your forms or import them from a spreadsheet, see which ones to call first, move each one through your sales pipeline and keep every follow up on track.

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Telagus lead management screens: the leads list with an owner for each lead, the CSV import with duplicate removal, and a lead record with its activity menu for tasks, calls, notes, emails and SMS
  • Lead & pipeline management
  • Email & SMS campaigns
  • Quotes, invoices & contracts
  • Projects & tasks
  • Live chat & AI chatbot
  • Call tracking
  • Works with ChatGPT & Claude
  • Lead & pipeline management
  • Email & SMS campaigns
  • Quotes, invoices & contracts
  • Projects & tasks
  • Live chat & AI chatbot
  • Call tracking
  • Works with ChatGPT & Claude
  • Lead & pipeline management
  • Email & SMS campaigns
  • Quotes, invoices & contracts
  • Projects & tasks
  • Live chat & AI chatbot
  • Call tracking
  • Works with ChatGPT & Claude

What is a Lead Management System?

A lead management system is software that keeps every potential customer in one place and tracks them from first enquiry to a won or lost deal. Instead of enquiries scattered across inboxes, spreadsheets and notebooks, each lead has one record with its contact details, its history and the next step your team needs to take.

In Telagus, that works in five steps:

  1. Capture: leads arrive from forms and pages you build in Telagus, are added by hand, or are imported from CSV and Excel files with duplicates removed.
  2. Assign: you choose which team member owns each lead.
  3. Prioritise: each lead gets a Lead Score from its activity, how complete its profile is and its position in your pipeline.
  4. Track: leads move through the stages of your sales pipeline, by hand on the deal board or automatically through workflows.
  5. Follow up: calls, emails, SMS, notes, tasks and appointments are logged on the lead, with reminders so nobody is forgotten.

For a step by step walkthrough, read our guide on what a lead management system is and how to set one up.

Illustration of a magnet drawing new leads from many sources onto a computer screen

Collect Leads from Multiple Sources

Easily source leads from every channel website forms, social media, referrals, or spreadsheet uploads. Our lead management CRM integrates all sales and marketing functions seamlessly.

  • Website integration: Connect contact forms seamlessly to website pages to get immediate responses

  • No manual data entry: Get your leads directly from Telagus designed pages

  • Bulk importing: Transfer all your current customer data from excel files or different systems or integrate it with your current tools.

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Know Everything About Your Leads

Keep complete records of every lead interaction in one organised system. Our lead management CRM software displays conversation history, scheduled tasks, and contact details together for better customer service.

  • Complete interaction timeline showing emails, calls, and meeting notes

  • Tasks and reminders linked directly to every prospect profile

  • Engagement tracking across multiple communication channels 

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A lead activity timeline beside the Telagus leads list and an in-app call in progress

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A Telagus workflow that sends an email, waits for a set time, then moves the lead to a new pipeline stage

Streamline Tasks with Automated Workflows

Save time on repetitive admin work and leave constant follow ups to your CRM. Our best CRM lead management software automates routine tasks automatically for better productivity.

  • Look at every detail of a lead’s history before every conversation or meeting

  • Update contact records, add notes, and schedule follow up actions quickly

  • Automated reminders prevent important leads from being overlooked

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Smart Ways to keep up with your leads

Connect with leads using their preferred method (phone, email, text) while organising all conversations in one system for easy reference and team coordination.

  • Send emails, text messages, and log phone calls from one platform

  • Track which leads open your messages and which respond positively

  • Share updates with team members to maintain good customer service

Chat messages, a phone call, a video call and email with a lead, all handled from Telagus

Lead Management Software FAQs

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Explore how Telagus can transform the way you manage leads, teams, and customers all from one powerful CRM platform.