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Prospect Management
Track and manage potential customers before they convert. Use Prospect Management to raise quotes for leads, monitor their progress, and keep operational data clean — all without cluttering your live customer records.
by Joblogic MarketplaceThe Prospect Management feature gives your sales and service teams a structured way to handle leads and enquiries within Joblogic. Instead of mixing potential clients with your active customer base, you can now store them separately as “Prospects” and manage them through their early sales lifecycle.
You can raise and track quotes for prospects, convert them into active customers when ready, and use dedicated views and reports to monitor lead activity — all while keeping your operational workflows focused on confirmed business.
This helps reduce admin errors, streamline sales follow-up, and give your teams better visibility across the pipeline.
Key benefits:
- Store leads and enquiries separately: Keep your prospect data clean and distinct from active customer records.
- Log quotes without creating full customers: Raise quotes for prospects without opening up jobs, invoices, or contracts.
- Convert prospects seamlessly: Automatically update customer status when a quote is won — no need for manual intervention.
- Import and export prospects in bulk: Upload multiple prospects at once and export filtered data for better lead analysis.
- Use dedicated views and reports: Access filtered tabs and dynamic reports to manage prospects more effectively.
- Avoid duplicate records: Keep customer lists tidy and reduce the risk of overlapping or outdated information.
01
Centralised Prospect Database
Store and manage all potential customer details in one secure location.
Track prospect contact information, company details, and lead source.
02
Customisable Stages & Pipelines
Define your own sales stages to match your business process.
Move prospects through the pipeline with simple drag-and-drop actions.
03
Activity & Interaction Tracking
Log calls, meetings, emails, and notes directly against each prospect record.
Maintain a full communication history for better relationship management.
04
Opportunity Management
Link prospects to quotes, jobs, and contracts as they progress.
Track potential deal value and probability to forecast sales revenue.
05
Document & File Storage
Attach proposals, presentations, and other documents to each prospect profile.
Access all sales collateral in one place for quick reference.
06
Integrated Calendar & Reminders
Schedule follow-ups, meetings, and calls from within the system.
Set automated reminders so no opportunity is missed.
07
Search & Filter Tools
Quickly find prospects based on name, location, lead source, or pipeline stage.
Use advanced filters to segment prospects for targeted campaigns.
08
Reporting & Insights
Generate reports on pipeline performance, conversion rates, and lead sources.
Identify trends and bottlenecks to refine sales strategies.
09
Seamless Integration with Joblogic
Convert prospects to customers with a single click.
Link directly to quotes, jobs, and contracts for a smooth handover to operations.
Free of Charge
Monthly plan
The Prospect Management feature gives your sales and service teams a structured way to handle leads and enquiries within Joblogic. Instead of mixing potential clients with your active customer base, you can now store them separately as “Prospects” and manage them through their early sales lifecycle.
You can raise and track quotes for prospects, convert them into active customers when ready, and use dedicated views and reports to monitor lead activity — all while keeping your operational workflows focused on confirmed business.
This helps reduce admin errors, streamline sales follow-up, and give your teams better visibility across the pipeline.
Key benefits:
- Store leads and enquiries separately: Keep your prospect data clean and distinct from active customer records.
- Log quotes without creating full customers: Raise quotes for prospects without opening up jobs, invoices, or contracts.
- Convert prospects seamlessly: Automatically update customer status when a quote is won — no need for manual intervention.
- Import and export prospects in bulk: Upload multiple prospects at once and export filtered data for better lead analysis.
- Use dedicated views and reports: Access filtered tabs and dynamic reports to manage prospects more effectively.
- Avoid duplicate records: Keep customer lists tidy and reduce the risk of overlapping or outdated information.
01
Centralised Prospect Database
Store and manage all potential customer details in one secure location.
Track prospect contact information, company details, and lead source.
02
Customisable Stages & Pipelines
Define your own sales stages to match your business process.
Move prospects through the pipeline with simple drag-and-drop actions.
03
Activity & Interaction Tracking
Log calls, meetings, emails, and notes directly against each prospect record.
Maintain a full communication history for better relationship management.
04
Opportunity Management
Link prospects to quotes, jobs, and contracts as they progress.
Track potential deal value and probability to forecast sales revenue.
05
Document & File Storage
Attach proposals, presentations, and other documents to each prospect profile.
Access all sales collateral in one place for quick reference.
06
Integrated Calendar & Reminders
Schedule follow-ups, meetings, and calls from within the system.
Set automated reminders so no opportunity is missed.
07
Search & Filter Tools
Quickly find prospects based on name, location, lead source, or pipeline stage.
Use advanced filters to segment prospects for targeted campaigns.
08
Reporting & Insights
Generate reports on pipeline performance, conversion rates, and lead sources.
Identify trends and bottlenecks to refine sales strategies.
09
Seamless Integration with Joblogic
Convert prospects to customers with a single click.
Link directly to quotes, jobs, and contracts for a smooth handover to operations.