Typically Sales lead management involves 3 important stages, which are covered in EQMS Lite.
You may receive enquiries from various sources such as Newspaper Advertisement, Internet Advertisement, Cold Call etc.
Proper Management of this lead information enables you to analyze and track the product, or source that generate more leads/enquiries.
It also helps you to store the customer contact details in an organized way, so that it is easily available whenever needed.
Capturing of information is essential to convert a potential customer into a buyer.
Most of the deals are lost to competitors due to less follow-up or over follow-ups.
Proper management of follow-up information prevents leads, from going cold.
EQMS Lite enables you to record the complete details of follow-up such as mode of follow-up if it is phone, email or a personal visit and so on, date and time of follow-up, brief about the communication done and the next follow-up details.
It also provides you the entire history of lead follow-up in a single glance.
Responding quickly to prospects increase the chances of winning the deal.
Moreover recording follow-up details provides the history of communication done with the prospect.
After series of follow-up the lead is moved to the final stage that is closure.
Managing closure details enables you monitor and track the overall sales performance.
In EQMS Lite you can track the status of lead/enquiry i.e. booked, lost or cancelled along with the status reason for winning or losing the deal.
Tracking closure details lets you analyze, overall sales performance such as leads/enquiries converted into sales, deals lost to the competitor or cancelled.
Gives the complete overview of leads, follow-ups and closure details. The data in report can be exported to excel.
backup and restore data
EQMS Lite has inbuilt backup and restore feature to safeguard your data.
With EQMS Lite get complete insight of sales performance
- Identify hot selling product
- Track the channel or source that generate more leads
- History of follow-ups
- Track the status of leads i.e. booked, lost or cancelled
It is 3 users application. Ideal for individual.
No registration required simply download, install and start using EQMS Lite edition.
For product support and multi user buy license edition.
Is this really free?
Yes, EQMS lite is a 100% free product for life.
Do I have to register or share my details to use free edition?
No, you do not have to share personal details or need credit card to use EQMS lite.
Just download, install and get started with the product.
Is this web based application?
No, EQMS Lite is a windows application, hence you do not need internet to access your data.
Where is my data stored?
In case of EQMS Lite the data is stored on your local Pc/Laptop.
How much data I can enter, is there a lock?
No, there is no lock for data in the system.
How many leads can I enter in the system?
There is no restriction on number of leads that you can create in the system.
How many users can I create in EQMS Lite?
EQMS Lite support 1 user only, you would not be able to create additional user.
If you wish to have more users we would recommend you to go for EQMS License edition.
Why this is free, what is the catch?
There is no catch here, EQMS lite is free and would be free for life, we would try and add more features in coming version to help individuals and small business to automate their sales processes.
How about EQMS 2015 lite, can I upgrade to 2016?
As a special case we are allowing users to upgrade from EQMS Lite 2015 to EQMS Lite 2016
Please follow the process as mentioned below:
- Take the backup of your data in EQMS Lite 2015 (.bup file)
- Install EQMS Lite 2016
- Restore the backup of EQMS Lite 2015 (your full data would be restored)
- And you are good to use EQMS Lite 2016 free for life
How about support?
Yes, we do provide email support incase if you need any help in installing, using the application or for uninstalling the application.
Kindly mail us at firstname.lastname@example.org and we would be happy to help you.
Can I upgrade to license edition for more feature or more users?
No, lite is a free edition hence data from lite cannot be migrated to license edition.
Can I take backup of data?
Yes, you can take a backup of the data as per your need and restore the same if needed.
We would also recommend you to maintain the local copy of setup/installer current version of EQMS Lite, in case if you wish to install the application again in case of pc/laptop format.
Kindly note new version of EQMS Lite would not support old EQMS Lite backup.
Is there a paid or license edition of EQMS?
Yes, EQMS has various edition like Standard, Professional, Enterprise and custom.
We would recommend you to try EQMS professional edition which has features like Multi user, Team, SMS & Email integration, Quotation, Document attachment, Follow-up reminder, Public Cloud Support, private cloud support & more.
Q. How to Uninstall EQMS Lite?
1. Open Programs and Features by clicking the Start button Picture of the Start button, clicking Control Panel, clicking Programs, and then clicking Programs and Features.
2. Select EQMS Lite, and then click Uninstall. Administrator permission required If you're prompted for an administrator password or confirmation, type the password or provide confirmation.