Product
Lead Management System
Capture, track and follow up every enquiry in one place.
Markedge's lead management software for businesses that want every enquiry recorded with its source, assigned to an owner and followed through to an outcome.
Overview
Enquiries arrive from websites, calls, referrals and campaigns, and too often live in inboxes and spreadsheets where follow-up depends on memory. The Lead Management System gives sales and marketing teams a single record of every enquiry: where it came from, who owns it, what has happened and what happens next.
Every lead moves through a stage pipeline you configure, with owners, priorities, follow-up reminders and a complete timeline. Managers see the pipeline as a board and as reports; marketing sees which sources, campaigns and pages produce enquiries that actually convert.
It is built by Markedge for the businesses we work with on lead generation and sales management, and it connects naturally to the website lead capture and attribution we deliver under our Grow services. Request a demo to see the current product with your own scenarios.
Modules
Lead capture
Every enquiry, from every channel, becomes one structured record with its source.
- Website forms with attribution
- Manual entry for calls and walk-ins
- Duplicate detection
Web form capture
Forms on your website create leads directly, with the page, campaign and source captured automatically.
- Configurable form fields — Core contact fields plus your own questions, with validation and consent text.
- First and last touch attribution — UTM parameters, referrer and landing page are stored on the lead and never overwritten.
- Spam protection — Honeypot fields and rate limiting keep bots out without CAPTCHAs.
Manual and API entry
Sales staff add phone and walk-in enquiries; integrations post leads through an authenticated API.
- Quick-add form — Add a lead in seconds with the fields your team actually needs.
- API with keys and abilities — Integrations create and read leads with scoped API keys and idempotent requests.
Duplicate handling
Repeat enquiries from the same person are linked to the original instead of creating noise.
- Match on e-mail or phone — Duplicates within a configurable window are linked, never silently dropped.
- Spam marking — Unwanted records are marked as spam and excluded from every report.
Pipeline and follow-up
A configurable stage pipeline with owners, priorities, reminders and a complete timeline.
- Board and list views
- Follow-up reminders
- Lost-reason tracking
Configurable stages
New, Assigned, Contacted, Qualified, Proposal, Negotiation, Won and Lost by default; allowed moves are configuration.
- Stage rules — Decide which moves are permitted and which closes need a reason.
- Pipeline board — See every open lead by stage, owner and priority at a glance.
Follow-ups and reminders
Schedule calls, e-mails and meetings against a lead; owners are reminded before they are due.
- Due-date reminders — Internal notifications for follow-ups due soon or overdue.
- Outcome logging — Completing a follow-up records what happened on the timeline.
Qualification and notes
Capture budget, authority, need and timeline with questions you define, plus free-text notes.
- Configurable qualification questions — Select, text and yes/no questions stored on the lead.
- Timeline — Capture, stage moves, assignments, notes and follow-ups in one chronological view.
Team and assignment
Ownership, teams, priorities and automation rules keep enquiries moving.
- Owner and team assignment
- Priority levels
- Automation rules
Ownership and teams
Assign leads to people or teams; owners are notified and see their own queue.
- My leads and team views — Filter the pipeline to your own or your team's leads.
- Bulk assignment — Reassign many leads at once when people change or join.
Automation rules
When a lead arrives or changes stage, rules can assign, prioritise, add notes, schedule follow-ups or notify.
- Trigger, conditions, actions — Rules are configured from a fixed vocabulary; no code is involved.
- Run log — Every rule run is recorded, so automation is observable and safe to retry.
Reporting and attribution
Know which sources, campaigns and pages produce enquiries that convert.
- Source and campaign reports
- Sales dashboard
- Audited exports
Marketing reports
Leads by source, medium, campaign, form, page and CTA, with funnel rates where a denominator exists.
- Conversion paths — The sequence of visits and clicks before an enquiry, from first-party data only.
- Trend reporting — Daily, weekly, monthly and quarterly views in your timezone.
Sales dashboard
Open pipeline, outcomes, win rate, overdue follow-ups and owner performance.
- First-contact SLA — Set a target and see which leads are waiting too long.
- Lost reasons — Understand why deals are lost, by period.
Exports
Permission-controlled CSV exports, each one recorded in the activity log.
- Filtered exports — Export exactly the leads you have filtered.
Benefits
One record per enquiry
Every lead has a source, an owner, a history and a next action.
Follow-up you can see
Managers see what is waiting, what is overdue and what converted.
Source reporting
Enquiries reported by campaign, channel and page so marketing spend is grounded in results.
Use cases
Sales teams handling website and campaign enquiries
Route and follow up leads generated by marketing without losing context.
Businesses replacing spreadsheet lead tracking
Move from shared sheets to a structured record with ownership and history.
Agencies and consultancies managing pipeline
Track enquiries from first contact to proposal and outcome.
Deployment options
- Cloud hosted by Markedge
- Markedge operates the platform for you, including updates. Hosting region and service terms are agreed in your proposal.
- Hosted on your infrastructure
- Deployable on a server or cloud account you own, with Markedge providing installation and support under an AMC.
Security
- Role-based access
- Every user has a role; permissions decide who can view, edit, assign, export or delete leads.
- Activity trail
- Stage moves, assignments, notes and exports are recorded with the user and time, so every change is traceable.
- Encrypted connections
- The application is served over HTTPS; browser sessions use secure, HttpOnly cookies.
- Your data stays yours
- Leads can be exported at any time, and retention rules for old records are configurable.
Frequently asked questions
Sales and marketing teams that receive enquiries from several sources and need ownership, follow-up and reporting in one place.
Yes. Request a demo and we will walk through the product with your scenarios.
Website forms and campaigns we build can feed enquiries with their attribution into the system, so source reporting is consistent.
Related services
Performance Marketing
Planning, setup and optimisation of paid search, paid social and display campaigns with landing pages and conversion tracking built in.
Lead Generation
Landing pages, campaigns, lead capture, qualification and hand-off to sales, built as a measured system rather than a one-off campaign.
Book a demo of Lead Management System
Choose the product and tell us about your team. We will walk through the product with your scenarios.