Method and system for email-based 'push' lead management tool for customer relationship management

摘要

A customer relationship management/CRM system enables a user thereof to focus more upon customers and clients instead of keeping track of such customers and clients. Upon initiating contact with a potential new customer or client, the new lead can be entered into the system and the user queried with respect to anticipated future activity. The present system then periodically queries the user with regards to the development and activities with regards to the lead. In doing so, the user is guided to pursue development of the potential customer and creates an ongoing written or recorded history by which retrospective evaluation can occur. The present invention can generally be applied in any industry that uses contact management systems.