Let your sales team manage your potential and current clients in the Leads and Client Management feature of PegasusCRM. Import existing leads and clients with the Leads Integration feature or enter them manually to begin watching your sales numbers grow. Customize the way the lists are sorted or filtered, and convert a lead to a client with the click of a button. A converted lead will be automatically transitioned to your Client List with all of their notes, tickets, and correspondences.

You can set a customized dashboard as your homepage to track specific types of Opportunities, Leads, and Clients as soon as you log in. Watch your leads evolve into clients right before your eyes with PegasusCRM’s Leads and Client Management tool!

Learn More!

If you want to learn more about what PegasusCRM can do, watch this demo video. If you’re ready to talk to one of our team members about your Merchant Services CRM needs, call toll free at 855-332-1608 or email us.