The Leads Management module in SAM provides a streamlined way to capture, track, and manage potential customers. A lead is anyone who has shown interest in your products or services but has not yet become a customer. Effective leads management ensures enquiries are organised, followed up promptly, and not overlooked, helping improve engagement and conversion rates.
SAM supports this process by allowing you to collect and review key information, such as contact details, interests, and interaction history, so you can personalise communication, target marketing more effectively, and optimise follow-ups.
The module gives you complete control over your sales pipeline, from first contact to confirmed customer. Every enquiry, whether from your website, phone, email, or marketing campaigns, are captured, tracked, and followed up in one central system.
Your sales teams can see exactly which leads need attention, which quotes are outstanding, and which deals are close to closing. Automated reminders and activity tracking ensure that no opportunity is missed and no prospect is forgotten.
When a lead becomes a potential customer it can be converted seamlessly into an opportunityn an then a customer, eliminating duplication, speeding up onboarding, and ensuring a smooth handover from sales to service.
SAM Leads – Details Screen
The Leads Details Screen gives you complete insight into each sales opportunity. It displays all key information about a lead, including contact details, enquiry type, source, and priority.
You can track every interaction, calls, emails, notes, appointments, and tasks, in one place, ensuring consistent follow-up and personalised engagement. From here, leads can be quickly converted into customers, quotes, contracts, or service jobs, making the transition from sales to service seamless and efficient.
Key Features
Lead Capture & Recording
Leads can be entered manually or automatically from multiple sources, capturing:
- Company and contact details
- Enquiry type and service required
- Source of the lead (website, campaign, referral, etc.)
- Priority and expected value
This ensures every enquiry is fully documented and never lost.
Sales Pipeline Management
Each lead moves through configurable stages such as:
- New
- Contacted
- Quoted
- Follow-up
- Won
- Lost
This gives sales teams and managers a clear, real-time view of all leads in progress.
Follow-Up & Activity Tracking
SAM records all interactions against a lead, including:
- Phone calls
- Incoming and outgoing Emails
- Notes
- Appointments
- Tasks and reminders
Automated reminders ensure that sales staff always know who to contact and when.
Performance & Conversion Reporting
The Leads Module provides detailed insight into:
- Lead sources
- Conversion rates
- Sales pipeline value
- Win/loss ratios
- Salesperson performance
This enables management to identify what is working and where improvements are needed.
Business Benefits
No More Lost Opportunities
Every enquiry is captured, tracked, and followed up, ensuring that valuable leads are not forgotten or indeed overlooked.
Higher Conversion Rates
Structured follow-ups, reminders, and visibility of the sales pipeline help sales teams close more deals, faster.
Improved Sales Discipline
The module enforces consistent processes, ensuring every lead is handled professionally and consistently.
Better Forecasting
By seeing the total value of leads at each stage, administrators and managers can accurately forecast future revenue and plan resources.
Seamless Sales-to-Service Handover
Once a deal is won, the lead flows directly into SAM’s customer, contract, and job management systems, avoiding errors and delays.
For more information use the form above or you can checkuot this Wikipaedia article that describes the methodologies and practices used to generate and handle new business clientele, it explains how structured lead management supports customer acquisition, revenue generation, and integration with broader sales and CRM processes.
