Manage and view your leads
Consolidate your lead management and monitoring in one convenient location. With Artavolo, you can centralize your leads, track their progress, and stay organized effortlessly. Say goodbye to scattered spreadsheets and hello to a unified platform where you can easily manage and monitor your leads in real-time.
Explore TemplatesUse Artavolo as a CRM
By leveraging Artavolo as a CRM, you can centralize your customer data, streamline your sales process, and foster collaboration among team members, ultimately leading to improved customer relationships and business growth.
See all of our templates
Create a Artavolo board dedicated to managing leads. Each card on the board represents a lead, with details such as contact information, company name, lead source, and any relevant notes. Use labels to categorize leads based on their status (e.g., new, qualified, contacted, follow-up).
Set up lists on your Artavolo board to represent different stages of your sales pipeline, such as "Prospecting," "Qualification," "Proposal," "Negotiation," and "Closed-Won/Closed-Lost." As leads progress through the pipeline, move their corresponding cards across lists to reflect their current status.
Use Artavolo's checklist feature to create task lists within lead cards. Assign due dates, add descriptions, and assign tasks to team members to ensure timely follow-ups and communication with leads.
Artavolo enables seamless collaboration among team members. Mention teammates in comments to discuss lead-related matters, share updates, and request assistance when needed. Attach files, documents, or emails directly to lead cards for easy reference.
Extend your Artavolo CRM to manage customer support inquiries and tickets. Create a separate board or lists within your existing board to track customer issues, prioritize tasks, and ensure timely resolution
Use Artavolo's comments feature to communicate with team members directly on specific tasks. This allows for discussions, updates, and clarification without the need for separate communication channels.
Gain a new perspective on your tasks with the right visualization.
Empower your team with Kanban View to ensure project launches are seamless and well-coordinated, minimizing last-minute disruptions.
Prioritize tasks and keep your team aligned.
Easily designate tasks as high, medium, or low priority, providing clear guidance on what needs immediate attention. By adding labels, you bring an additional layer of shared understanding to your tasks, ensuring everyone is on the same page. Plus, with Artavolo's filtering capabilities, you can effortlessly focus on specific priorities by viewing only the cards associated with a particular label, streamlining workflow and enhancing productivity.
Automations
Automate actions such as sending follow-up emails, updating lead statuses, or assigning tasks based on specific criteria
Effortless workflow with Artavolo's Automation
Artavolo's integrated automation simplifies the process of automating routine tasks, freeing up your team to concentrate on the most important work without being bogged down by mundane activities.
What CRM professionals love about Artavolo
We manage our customer relationships with Artavolo. Its customizable kanban boards allow us to tailor the tool to fit our CRM processes perfectly.
As a sales professional, I appreciate the simplicity of Artavolo for CRM. It allows me to track leads, manage opportunities, and stay organized, all in one place.
We rely on Artavolo to manage our customer interactions and track sales activities. Its simplicity has made CRM management much more efficient for our team
Artavolo’s customization options make it flexible enough to adapt to our changing CRM needs. We can create boards for different stages of the sales process and tailor workflows to fit our requirements.
Using Artavolo has improved our team’s efficiency and productivity in managing customer relationships. Its user-friendly design and powerful features have made CRM management a breeze.
Artavolo has made a significant impact on our CRM process. Its customizable features and intuitive interface have allowed us to better track leads, manage opportunities, and drive sales.
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