In ERPCA, You can easily schedule a call with new Lead. Click on the name of the lead to add the calls details and no of calls scheduled can be seen against the name in the lead management page.
This video will help you understand the process.
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ERPCA works seamlessly with several software and can easily integrate with applications like Tally, Dropbox, OneDrive, RazorPay, Google Drive and PayPal.
ERPCA India’s top office and practice management solution for Chartered Accountant (CA) firms, tax consultants, financial services consultancies and allied professional services firms
In ERPCA you can see there are different filter which has been provided to search lead based on various categories like fake, new lead, assigned, not assigned, etc. On applying these filter you can easily generate the data.