LastingSales Review - CRM with AI Email Text Generator, Mobile App & Embeddable Forms

LastingSales Review - CRM with AI Email Text Generator, Mobile App & Embeddable Forms

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The blood of every business out there, but it’s so difficult to keep track of every single lead and prospect in every single deal stage itself. Hey, what up the sizes markers? So today I’m going to be talking about LastingSales, an easy-to-use CRM that helps you to organize, manage, and collaborate with your team on closing more sales. The cool thing about LastingSales is that it comes with an Android mobile app right now, so you can keep track of your sales on the go. Before I dive into LastingSales, be sure to hit that subscribe button if you like to see more digital marketing and e-commerce content. So here we go.

Dashboard Overview

Here we are in LastingSales. This is the dashboard right here. It tells you where your leads are coming from. It could be manual input, web forms on your website, Facebook ads, or imported from somewhere else, including over the phone. You can track the number of deals currently in the deal stage—how many prospects you have, how many you have won, how many are in negotiation right now, how many are lost, and how many are unqualified. You can also view your activities, such as the number of leads, deals, and follow-ups. This tracking feature is within LastingSales itself.

Settings and Customization

In the settings, you can set up your account and company details. You can determine how many emails to send out, invite team members, and create custom fields for leads, deals, and companies. Customization extends to pipeline stages and form creation. For instance, a deal form could be a quotation request, while a lead form is more basic with fields for name, email, and phone number. After creating a form, you can get an embed code to place on your website. Once someone fills out the form on your site, the data will be added to LastingSales CRM directly.

Integration Capabilities

LastingSales offers multiple integration methods. You can import data from CSV files or connect with WordPress lead form 7 via the LastingSales plugin. This way, new leads from your WordPress form are pulled directly into your CRM. Additionally, it supports integration with Facebook lead ads for real-time lead collection.

Managing Companies, Leads, and Deals

• Companies: Add companies by inputting the name, contact number, email address, and lead owner.
• Leads: Leads are the contacts within the organization. You can assign them to a parent company or have them stand alone.
• Deals: Deals can be viewed in both list and Kanban board formats. You can move them along different stages, add information such as deal value, notes, files, and custom fields, and mark them as won or lost.

Follow-Up Management

Create follow-ups to ensure timely communications. You can assign follow-ups to team members and set a specific date and time for the task. The follow-up page offers filtering options to categorize tasks into upcoming, completed, and overdue.

Future Features and Team Collaboration

They plan to integrate a calling feature directly within LastingSales. You can also invite team members to collaborate seamlessly. Overall, LastingSales is a straightforward CRM that does what it promises—manage your leads and ensure proper follow-up.

If you enjoyed this video, do give me a thumbs up. Let me know what you think about LastingSales in the comments below. Lastly, if you know anyone who could benefit from LastingSales, be sure to share this video with them. I'll see you in my next video. Bye-bye.

Keywords

• LastingSales
• CRM
• Lead Management
• Deal Tracking
• Integration
• Custom Forms
• Mobile App
• Team Collaboration
• Follow-Up Management
• Dashboard

FAQs

Q: What platforms does LastingSales support?
A: LastingSales comes with an Android mobile app allowing you to manage your sales on the go.

Q: Can I integrate LastingSales with my website?
A: Yes, LastingSales can be integrated with your WordPress website using the LastingSales plugin. You can also use the embed code for forms.

Q: How can I import existing leads into LastingSales?
A: You can import data from CSV files directly into LastingSales.

Q: Does LastingSales offer customizable forms?
A: Yes, you can create custom forms for deals and leads, each tailored to your specific needs.

Q: Are follow-up tasks manageable within LastingSales?
A: Yes, follow-up tasks can be created, assigned, and categorized as upcoming, completed, or overdue.

Q: What upcoming features can we expect from LastingSales?
A: The integration of a calling feature directly within the platform is an exciting future development.