Every enquiry captured, owned and followed up on time.
Lead management with multi-channel capture, ownership rules, a full activity timeline and role-based record scope — running standalone or plugged into the Iniz platform.
A lead module built to be lived in, not tolerated
Configure the fields, rules, documents and dashboards around the way your team already works.
Multi-channel capture
Built into the configured Lead Management workflow with role-based access and a complete audit history.
Ownership rules
Built into the configured Lead Management workflow with role-based access and a complete audit history.
Lead scoring
Built into the configured Lead Management workflow with role-based access and a complete audit history.
Activity timeline
Built into the configured Lead Management workflow with role-based access and a complete audit history.
Follow-up reminders
Built into the configured Lead Management workflow with role-based access and a complete audit history.
Role-based scope
Built into the configured Lead Management workflow with role-based access and a complete audit history.
Set up fast, work with better information
Four reasons teams choose izERP Lead Management over a disconnected, general-purpose workflow.
Live in weeks, not quarters
Start with a configured Lead Management workflow, your users and the data needed for day one.
Connected to real operations
Shared customers, items, stock and documents keep every promise tied to what actually exists.
Flexible without the complexity
Fields, stages, documents and approvals adapt to your process without turning every change into a rebuild.
Simple enough to be used
Role-focused screens keep daily work clear, so records stay current and the system pays for itself.
See Lead Management in action
Take a guided look at Lead Management and see how if an enquiry reaches your business, it reaches the system moves through one controlled workflow without retyping.
Frequently asked
Can Lead Management run as a standalone module?
Yes. Start with this module and connect more Iniz modules later without replacing the data or workflow already in place.
Can it integrate with our existing systems?
Yes. Iniz supports API-based integrations and can connect storefronts, accounting tools, carriers and other operational systems.
Can fields, documents and approvals be customised?
Yes. Screens, fields, document templates, approval chains, permissions and reports can be configured around your requirements.
How does implementation begin?
We map the current workflow, agree the smallest useful scope, configure a working system and validate it with your team before go-live.
See it running on your own accounts
Book a free demo and we will configure a realistic Lead Management workflow with sample data, then walk it end to end with your team.