Sales and Lead Management

Mobile Forms for Sales and Lead Management

Formelo helps Sales Units manage data and personnel more efficiently and ensure compliance with best practices through forms on their mobile devices.

solution_sales

To get you started quickly, here are some of the mobile forms you can import for free from the Formelo Form Library. You can also customize them to suit your needs.

  • Register a new Lead

    Register a new Lead

    solutions_sales

    Gather important information on your new and potential customers. This form allows you to collect data that will help your business to create more effective marketing initiatives, and increase revenue by identifying products you can cross-sell.

  • Update Meeting Notes

    Update Meeting Notes

    solutions_sales

    Gather important information on your new and potential customers. This form allows you to collect data that will help your business to create more effective marketing initiatives, and increase revenue by identifying products you can cross-sell.

  • Place a new Order

    Place a new Order

    solutions_sales

    Gather important information on your new and potential customers. This form allows you to collect data that will help your business to create more effective marketing initiatives, and increase revenue by identifying products you can cross-sell.