WordPress Lead Tracking with UpiCRM:

UpiCRM provides an advanced yet simple Lead Management solution that provides the best lead tacking solution for wordpress. 

New acquired leads from your all yourWordPress web sites are immediately distributed and assigned to the people you designate, while detailed alerts are being sent.

 A unified dashboard will provides full visibility into leads : number, status, process stages, open tasks, and pipeline/revenue projections.

Advanced alerts, tasks management, reporting and dashboards, will ensure all your customers and leads will be handled in the most optimal manner


How can you use UpiCRM for lead tracking :

  • Agregagte all incoming leads into a single managed table.
  • Traffic source – HTTP referral and UTM tagging are attached to every lead, allowing you to track lead sources during the entire lead management life-cycle. 
  • Use URL tagging (UTM tagging) in order to connect each lead with the origin traffic source – campaigns, ads, sites, etc.
  • Manage leads status throughout the complete cycle of a lead.
  • Assign leads to team members – and let them manage their own leads while you centrally monitor the process. Leads can be assigned to any team memeber, partner, or affiliate, using the adavanced automated rules – for example – if product contains “shoe” and country contains “Spain” – assign leads to “Jorje”, and so on. 
  • Manage status for each  lead (received/assigned/closed/sale etc…) either aotomatically or manually by users.
  • Provide advacned dashboards to users, either for all the comany, peers, employees, or simply personal view, every user for their assigned / allowed leads. 
  • Analyze your marketing effectiveness either with the UpiCRM dashboard or simply download all data to Excel and create your own analysis and charts.
  • Track and manage lead status, use audit features to see lead lifecycle. 
  • require updates from your team. 
  • and more… much more. 

Try the UpiCRM WordPress Lead tracking solution for WordPress now – it’s FREE.


WordPRess LEAD Management dashboard

Leads status owners CRM WORDRESS lead management.