Feature
Lead Management
Capture every enquiry and track it through to closure.
Lead management in Novus Service is how a service business captures every enquiry, assigns it to the right branch or salesperson, follows up on time and tracks it until the deal is won or lost.
Why teams use lead management
No lost enquiries
Calls, website forms, walk-ins and partner referrals land in one list instead of notebooks and WhatsApp chats.
Right lead, right person
Assign each lead to a branch or salesperson so the nearest team responds first.
Follow-ups on time
Set reminders for the next call or visit, and see which leads are waiting for action today.
A clear pipeline
See how many leads are new, in discussion, quoted, won or lost across every branch.
What's included
- Lead capture from multiple sources
- Branch-wise and salesperson-wise assignment
- Follow-up reminders and activity notes
- Lead status stages from new to closed
- One-tap conversion from lead to quotation
- Filters by branch, source, status and owner
Lead Management: common questions
Can leads from different branches be kept separate?
Yes. Each lead belongs to a branch, and managers see only the branches they are assigned to, while admins see all of them.
Can a lead be turned into a quotation directly?
Yes. Once a lead is qualified, you create a quotation from it and the customer details carry over automatically.
Does Novus Service generate leads for me?
Novus Service captures and manages the enquiries you receive. It does not run advertising or buy leads on your behalf.
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