Lead management in one place
Record new leads, track their sales journey, view all communication history, and much more.
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Powerful tools to manage your leads
Vert’s built-in lead management tools make capturing & managing leads easier.
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No additional cost
Vert's lead management tools come included with your Vert subscription. No need to pay for plugins or additional software.
Manage leads anywhere
Access Vert on your mobile, tablet or desktop and manage your leads no matter where you are.
Track their sales journey
Lead statuses let you organise and track leads as they go through their sales journey.
Add comments to leads
Add comments to leads and view comments made by other team members.
Activity and communication history
All lead activity and communication history is recorded for each of your leads.
Link form submissions to leads
Vert intelligently connects form submissions to your leads list, making it easier for you to keep track of lead information.
Collaborate with team members
Collaborate with up to 5 team members to manage leads. Assign them to leads and view their comments and activity.
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Automatic Task Creation
Configure tasks to be automatically created and assigned to team members when new leads are created or their status has changed.
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Capture leads straight from your Vert website with forms
Integrated Form Management
Built-in forms allow your visitors to quickly and easily ask questions, give feedback or request more information.
Custom Forms
Easily create custom forms to use on your website with our form builder. Tailor each form to capture information that caters to your specific needs.
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Lead Checklists
A convenient way to assess whether team members are following the right process for each lead.
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