Gain quality leads from your landing pages. Then streamline your workflow with a lead management process designed to boost your sales cycle. That’s the functionality power of Kartra’s CRM software.
Each lead has a unique story to share, and Kartra documents every touchpoint, creating a detailed timeline in your sales pipeline for better lead nurturing.
Gather crucial insights Understand your typical user’s behavior: from their site entry and browsing patterns to their exit, clicks, and journey from sign-up to checkout.
Validate your strategy As you design a sales funnel and web forms, observe how users navigate it, confirming if they follow the intended path.
Identify obstacles Use lead tracking to detect any deviations or hiccups in the user flow, spotting and addressing potential obstacles or broken links.
Enhance your tagging and lead evaluation.
Custom tagging Label your leads with tailored tags — free prospects, VIPs, or cold leads. Target specific groups with forecasting precision, sending exclusive email campaigns to VIPs or warming up cold leads through tailored sequences.
Scoring leads Think of lead scoring as a way to measure lead quality. For instance, assign 5 points per product purchase and 2 points per checkout add-on. Automate actions like labeling VIPs for leads scoring above 15 points and exclusive event invitations for those exceeding 25 points.
Import your contacts easily to Kartra.
Already in business or using a competitor? Try us out and see the difference.
Easily import your contact database with all tags and lists intact. Just upload a file and voila! Your transition to Kartra will be swift and hassle-free.
Gain insights on your leads.
Get a complete overview of your customer’s profile and history at a glance.
Unlimited product sales
Sell a wide range of products or services — digital, physical, memberships, training courses, and more.
Diverse pricing options
Offer various price points and payment methods — single payment, recurring, or installment plans — for each product.
Stunning checkout designs
Create irresistible product pages and optimize checkouts with expertly designed templates for enhanced conversions.
Effortless operation
No learning curve — simply select, customize, and publish in minutes. It’s that easy.
Universal device support
Kartra ensures a seamless visual experience on all devices, browsers, and operating systems.
Compliance and terms
Easily include mandatory terms, GDPR compliance checkboxes, and other required agreements.
Kartra’s lead management system key features.
Import contacts
Effortlessly import your contacts into Kartra’s system from various sources, ensuring a unified database for streamlined management.
Sales funnel integration
Integrate lead management seamlessly within your sales funnels, aligning your marketing efforts and sales activities for optimized conversions.
Tagging
Organize and segment your new leads efficiently with customizable tags, enabling targeted communication and personalized marketing strategies.
Scoring & routing
Assign scores to sales leads based on their interactions and behaviors and automatically route them to the most suitable sales or marketing paths.
Journey tracking
Track your leads’ journey in real time through your sales funnels and gain insights into their engagement levels. Then make informed decisions on how to improve the journey.
Conversion analytics
Gain comprehensive insights into lead conversion metrics, empowering data-driven strategies for improving lead generation and conversion rates.
Join 20,000+ entrepreneurs and small businesses thriving with Kartra.
Kartra lets me build products, pages, and offers quickly. I’ve earned $24,000 since joining four months ago. It’s been a game changer!
Antonio Martinez
Coach
Kartra helps me reach small businesses and make a difference. I own 3 BNI Chapters and my members passed $10 million in referrals last year!
Steve Black
Networking Expert
I sent 204,000 emails with Kartra last month. Their deliverability is excellent and their all-in-one system is unmatched in the industry.
What’s the difference between lead management and a CRM?
Lead management focuses on using tracking software and nurturing potential customers through various stages of the sales process and customer support. A CRM system, or Customer Relationship Management, is broader and includes lead management but also covers maintaining relationships with existing customers.
What’s the difference between lead management and pipeline management?
Lead management involves capturing, tracking, and nurturing potential leads. Pipeline management deals with the stages that a lead goes through in the sales rep process, from initial contact to closing the deal.
Which lead management software could Kartra replace?
Kartra is the ultimate all-in-one business platform. It helps automate your business tasks, so you don’t have to do personal outreach to your network with phone calls or in-person networking. In fact, you don’t have to do any manual work at all once your sales funnels are set up in Kartra. Kartra gives you the tools to build website pages, sales funnels, online courses, digital products, checkouts, email automations, customer support channels, and more.
The best part is, Kartra does not require any complicated plugins or zaps via Zapier. Kartra could serve as a replacement for other lead management systems like Salesforce, Zoho CRM, or HubSpot CRM. You can try a free 30-day trial of Kartra to see for yourself that it’s the best platform to manage and convert leads into loyal customers.
Does lead management software generate leads?
Lead management software doesn’t generate leads by itself; instead, it helps organize, track, and nurture existing leads acquired through marketing efforts or various sources with the right messaging that will get them to convert to customers. You can learn more about lead generation ideas and how to grow awareness here.
Can I use Kartra’s lead management software for free?
Kartra doesn’t offer a free plan specifically for its lead management software, but you can explore its features through a 30-day trial available across all plans.
What kind of lead metrics does Kartra track?
Kartra tracks various lead metrics, including lead sources, engagement rates, conversion rates, lead quality scores, and behavioral patterns, providing valuable insights into lead interactions.
Is Kartra’s lead management software an app?
Kartra’s lead management software operates as part of its all-in-one online platform, accessible through a web-based browser rather than a standalone mobile app.
*Offer valid on Starter plan only. Cannot be applied retroactively to past purchases or to customers with an active Kartra account.