What it does for your firm
Winning new clients is just as important as serving existing ones. Qount’s Lead Management solution helps firms manage their pipeline in a flexible, organized, and integrated way.
Why it matters
Qount gives firms a streamlined way to capture, track, and convert leads — without juggling separate spreadsheets or disjointed systems. From the first interaction to becoming a paying client, everything lives in one platform. Here’s how Qount helps your firm make the most of every lead:
- Organized Growth – Track every lead and ensure no opportunity slips through the cracks.
- Tailored to You – Capture exactly the information your firm needs with flexible custom fields, without clutter.
- Stronger Handoffs – When a lead converts, all notes and documents are already in Qount, making onboarding effortless.
- One Connected System – CRM data, billing setup, and client workflows are tied together in one place.
How it works
- Custom Fields – Define and track the information that matters most to your firm. From industry type and entity size to referral source and service interest, Qount lets you capture data your way.
- Lead Dashboard – Get a clear view of every prospect in your pipeline. Sort, filter, and segment leads by stage, priority, or assigned staff.
- Status Management – Move leads seamlessly through stages like New, Contacted, Qualified, Proposal Sent, Won, and Lost – giving you a full funnel view.
- Notes & Activity Tracking – Record conversations, attach notes, and keep context in one place so your team never loses momentum.
- Document Collection – Upload and store prospect documents directly in the lead record, ready for onboarding once the deal closes.
- Integrations – Already using a CRM like HubSpot? Qount integrates smoothly so you can push lead data into Qount without double entry. This keeps your client pipeline aligned with the rest of your firm’s operations.
Making lead management effortless since: 01/05/2024
