What is CLMT (Client Lead Management Tool)?
CLMT operates as a robust client management solution tailored for tracking customer contact details, sales opportunities, and follow-up actions. Utilizing SharePoint as its backend framework and PowerApps for the user interface, it offers a seamless experience. The Contacts feature serves as the main database for all individuals linked to diverse companies, permitting the association of multiple contacts with a single organization. Users can efficiently sift through the Contacts list using various search criteria, including name, city, state, and country. Moreover, users have the option to create new contacts, edit existing ones, or delete them as necessary to maintain up-to-date information. The Companies section acts as the primary database for all enterprises, allowing users to search similarly to the Contacts feature, while also enabling the addition, modification, or removal of company entries. CLMT further empowers users by allowing them to classify leads into qualified and unqualified categories, thereby facilitating a focus on those with higher conversion potential, which streamlines the sales process. This holistic management system not only improves the customer relationship management experience but also equips users with tools to enhance their overall sales strategy and effectiveness.