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Agencies & Service Businesses
Medler Leads Management
Lead, client, project and team management in one system.
Your pipeline, your projects and your team in a single operating system.
Who it is for
Marketing AgenciesFreelancersSales-focused Startups
Medler Leads Management brings leads, sales pipelines, projects, teams, clients and analytics into one integrated system for agencies and service businesses.
Lead Generation & CRM
Capture, qualify and track leads end-to-end.
- Lead scoring based on source, activity and profile.
- Visual pipelines for every stage.
Project Management
Organise delivery using Kanban and SOPs.
- Kanban boards per project or client.
- Milestone and timeline tracking.
Team Collaboration
Role-based coordination for teams.
- Role-based access control.
- Activity feeds.
Client Portal
Transparent project view for clients.
- Clients log in and see progress.
- Document sharing.
Team Gamification
Motivate the team with gamified performance.
- Points for task completion.
- Leaderboards.
Ready to see Medler Leads Management in action?
Tell us about your practice or organisation and we will show you the parts that matter to you.