Powerful Features That Transform Your Pre-sales Process
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Lead Generation & Centralized Lead Inventory
Capture enquiries from every source — website, social media, phone calls, events, ads, referrals, emails — into a single, organized master database.
- No leads lost
- No double entries
- No manual chaos
- Perfect lead hygiene
Your entire enquiry flow becomes your central business asset.
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360° Customer View
Every prospect’s story, in one place.
- Personal details
- Requirement details
- Previous conversations
- Attached quotes & proposals
- Follow-up history
- Internal notes
- Status & potential
One screen. Complete clarity.
No more searching through WhatsApp, Excel sheets, or emails.
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Advanced Weekly Planner
Your pre-sales calendar becomes intelligent.
- Auto-scheduled follow-ups
- Reminder alerts
- Daily, weekly, and monthly planning
- Prioritized tasks
- Personal dashboards for every team member
Your team always knows what must be done, when, and for whom.
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CRM Activity Management
Track every call, meeting, message, and interaction with absolute transparency.
- Capture all follow-ups
- Add notes, files, and quotes
- Plan next actions
- Monitor progress
- Ensure timely responses
This builds discipline — and discipline closes deals.
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Lead Prioritization (Hot | Warm | Cold)
Know where to focus — instantly.
- Auto-classified lead temperature
- Score-based ranking
- Visibility on who needs attention now
- Powerful sales funnel view
Your team never wastes time on the wrong lead.
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SMS & Email Notifications
Automated messaging for critical moments:
- Follow-up reminders
- Meeting confirmations
- Proposal sent alerts
- Renewal reminders
- Payment or decision reminders
Smart communication = faster conversions.
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Targets & Projection Tracking
Pre-sales is measurable. Now, it becomes predictable.
- Target vs achieved
- Team-wise and individual performance
- Pipeline forecasting
- Monthly/quarterly projections
Make decisions backed by data, not assumptions.
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Sales Dashboard (Real-Time)
A powerful visualization of your performance:
- Lead conversions
- Funnel progression
- Team activity
- Response time
- Top lead sources
- Pending follow-ups
One look — and you know everything.
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Order Management
Seamlessly shift from pre-sales to order creation.
- Manage quotations
- Create order drafts
- Link to customer records
- Track conversions
This closes the loop, from enquiry to order.
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Customized Reports
Build any report you need:
- Lead reports
- Productivity reports
- Communication reports
- Revenue projections
- Team efficiency reports
Export anytime. Share instantly.
Why Businesses Can’t Afford to Ignore Pre-Sales Automation
Because today, competition is not about who gets more leads It’s about who manages their leads better.
Companies that use Pothera Pre-Sales Software:
- Convert faster
- Close more deals
- Maintain cleaner pipelines
- Respond quicker
- Grow with predictability
- Never lose a lead, ever
The results are transformational.
Who Needs This?
Absolutely every organization that receives enquiries:
- Real Estate
- Manufacturing
- Retail & Distribution
- Automotive
- Education
- Healthcare
- Service Providers
- Tech Companies
- B2B & B2C Industries
If you get enquiries, you need visibility. If you need visibility, you need Pothera LeadX.
