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Open Leads gives you the ability to create and send mass email campaigns to your entire database, or saved Views/Lists of leads. Mass email can be used to send special notices, distribute “drip” marketing campaigns, or even send out email newsletters.

Open Leads comes complete with the standard fields, i.e. name, address, phone numbers, etc. but you can add as many custom fields as you need to create your own unique database.

Types are labels which assign a “type” or “category” to your leads to easily identify what type of lead it is or even where it originated from (such as “Trade Show Lead,” “Website Lead,”etc.). A single lead can have multiple “Types” to add increased granularity to your lists and searches.

Export your data to use in other applications. Open Leads has many useful features, but there are also quite a few 3rd party applications that can add functionality for your sales team. Export your lists to CSV files for easy uploading elsewhere. In addition to exporting, you can also easily import a CSV file into Open Leads and map the data to your custom fields!

The Lead Following feature allows the person submitting information to actually follow the progress of their request and see public comments made by the sales rep. It’s a great way to allow your customers to follow the progress of a work order, service ticket, or just to stay updated through your sales process.

You can personalize and customize ALL your outgoing email messages by including “Merge Tokens.” The generic salutation “Dear Customer” quickly becomes “Dear Mr. Smith.” Open Leads automatically generates tokens for all field data, plus signatures, assigned users, and following links. Simply insert them into your save email messages.

“Things to do” or Tasks can be scheduled in Open Leads for any lead, or can be freestanding events (to remind you of a dentist appointment, etc.). Completing a Scheduled Task can even schedule the next Task in your sales process.

Search through your data in seconds to find your contacts, manage lists, or create reports with multiple data filters!

Open Leads has an advanced “Permissions” system, giving users access levels ranging from viewing only the leads they are assigned to, all the way to full access to all leads, and account configuration and settings

Open Leads forms post leads directly into your Open Leads account. Depending on your choice for deployment of your forms, you can even change and add fields to your forms without a web designer. Hosted forms and iframe forms can be updated in Open Leads and the changes will appear automatically.

Comments made on a lead are date- and time-stamped by user. Open Leads’ multi-user approach keeps track of who is working the lead and the progress they are making.

Open Leads can be configured to automatically “group” the initial contact with any subsequent lead added via a form. With proper permission settings, you can see at a glance all comments and actions for that Lead Group.

Attach documents, photos and PDF to any lead in your account. Easily archive important data with no storage limits.

Everything  related to each lead is there in front of you on one screen – simple viewing and editing makes your work time efficient.

If your business needs the versatility to segregate data between two or more accounts, Open Leads allows you to use a single user login, and toggle between your accounts. You can even copy leads from one account to another.