CueLab CRM

What is CueLab CRM?

CueLab CRM is a powerful tool designed to help businesses convert leads into clients seamlessly. With features like instant lead notifications, quick communication buttons, and easy lead management, CueLab CRM is a game-changer for sales professionals and marketing agencies. Trusted by over 20,000 users globally, CueLab CRM has received rave reviews for its effectiveness in lead conversion and client management.

Users of CueLab CRM have reported significant improvements in lead conversion rates, with some seeing up to 70% more leads closed. The app's lead caller ID feature adds a personalized touch to lead interactions, making them more memorable for both the salesperson and the client. Additionally, CueLab CRM simplifies lead management with features like lead tags, task assignments, and follow-up reminders, ensuring that no lead falls through the cracks.

One of the standout features of CueLab CRM is its ability to streamline lead management across multiple channels. With quick buttons for calling, messaging, and emailing leads, sales professionals can engage with clients on their preferred communication channel with ease. The app also offers a unique online portfolio feature, allowing users to showcase their products and services in a dynamic and interactive way.

CueLab CRM stands out for its ease of use, multilingual support, and commitment to data security. The app can be set up in just three simple steps, making it accessible to both individuals and businesses. With support for over 50 languages, users can interact with the app in their preferred language, enhancing their overall experience. And with robust security measures in place, users can trust that their data is safe and secure at all times.

In conclusion, CueLab CRM is a must-have tool for any sales team looking to improve lead conversion and client management. With its intuitive features, seamless communication channels, and personalized approach to lead interactions, CueLab CRM has earned its reputation as a top choice for sales professionals, marketing agencies, and global brands alike.

How to Use CueLab CRM?

Step 1: Register on CueLab CRM

• Visit the CueLab CRM website at www.CueLabCRM.com.
• Click on the 'GET STARTED FOR FREE' button.
• Fill in your basic details such as name, email address, and create a password.
• Click on the 'Register' button to complete your registration.

Step 2: Create Your Organization

• Log in to CueLab CRM using your registered email and password.
• On the dashboard, click on the 'Create Organization' button.
• Enter your organization name and other required details.
• Click 'Save' to create your organization profile.

Step 3: Integrate Lead Sources

• Navigate to the 'Lead Sources' section in CueLab CRM.
• Select the CRM App you want to integrate, such as WhatsApp, Facebook Leads, IndiaMart, LinkedIn, TradeIndia, or 99acres.
• Follow the on-screen instructions to connect CueLab CRM with the selected lead source.
• Ensure all permissions are granted for seamless data flow.

Step 4: Capture Leads

• Once your lead sources are integrated, CueLab CRM will automatically capture new leads from these sources.
• Check the 'Leads' section to view and manage the leads captured.
• Use the lead tags to categorize and prioritize your leads.

Step 5: Contact Leads

• Go to the 'Leads' section in CueLab CRM.
• Click on a lead to view detailed information and communication history.
• Use the quick communication buttons to call, WhatsApp, email, or SMS the lead.
• Personalize your message using the lead's details to increase engagement.

Step 6: Assign Tasks and Distribute Leads

• Navigate to the 'Tasks' section in CueLab CRM.
• Click on 'Create Task' button to assign tasks to your team members.
• Enter details such as task description, due date, and assign it to a specific team member.
• For distributing leads, use the lead assignment feature to allocate leads to the appropriate team members.

Step 7: Track and Manage Leads

• Regularly check the 'Leads' section for any updates or new lead activities.
• Use the 'Notes' feature to add comments and keep track of interactions with each lead.
• Set up follow-up reminders to ensure timely communication with leads.

Step 8: Create a Dynamic Landing Page

• Go to the 'Portfolio' section in CueLab CRM.
• Click on 'Create Now' to start building your dynamic landing page.
• Add information about your products/services, clickable content, and social media links.
• Share the landing page link with newly generated leads to help them discover more about your brand.

Step 9: Use Caller ID for Lead Interactions

• Enable the Caller ID feature in settings to recognize leads calling you back.
• When a lead calls, the CueLab CRM Caller ID pop-up will show your previous interactions with them.
• Use this information to personalize your conversation and improve lead conversion rates.

Step 10: Secure and Manage Your Data

• Rest assured that all your data in CueLab CRM is secure and private.
• Regularly back up your data using the backup options available in CueLab CRM settings.
• Review the data usage policies to ensure compliance with data protection standards.

CueLab CRM Features

Feature 1: Instant Lead Notifications

Instant lead notifications are a key feature of CueLab CRM that allows users to receive real-time alerts whenever a new lead is generated. This feature is crucial for sales professionals and marketing agencies as it enables them to quickly follow up with potential clients and convert leads into clients efficiently.

Function Detail

• When a lead is generated through various channels such as Facebook lead ads or LinkedIn, CueLab CRM sends an immediate notification to the user's mobile phone.
• Users can view essential lead information such as contact details, source of lead, and any additional notes associated with the lead.
• With just a few taps on the mobile app, users can connect with leads via call, WhatsApp, email, or SMS, ensuring prompt communication and engagement.

Feature 2: Quick Buttons for Communication

CueLab CRM offers quick buttons for communication, allowing users to connect with leads through various channels such as call, WhatsApp, email, and SMS. This feature streamlines lead communication and makes it convenient for users to engage with their prospects.

Function Detail

• Users can easily access the quick communication buttons within the mobile app when viewing lead details.
• By tapping on the respective button, users can initiate communication with the lead using their preferred channel.
• All communication history is tracked and stored within CueLab CRM, providing a comprehensive view of lead interactions.

Feature 3: Online Portfolio Creation

CueLab CRM allows users to create a dynamic online portfolio that showcases their products or services. This feature enables users to share clickable content with their leads, increasing engagement and providing a platform for lead discovery.

Function Detail

• Users can create a customizable online portfolio within CueLab CRM, adding information about their offerings, social media links, and contact buttons.
• The dynamic landing page can be shared with leads, allowing them to explore more about the user's brand and offerings.
• The online portfolio serves as a digital marketing tool that helps users impress leads and differentiate their brand in the market.

CueLab CRM Frequently Asked Questions