K-Lead Forms

Overview

K-Lead Forms provides a streamlined workflow for individuals to refer a lead to a company or to register a deal they are actively working on.

Once a lead is created, it can be synchronized with a CRM like HubSpot or Salesforce using Kademi’s built-in synchronization tools. The application also includes a component that displays a list of leads submitted by the individual, with the ability to open and view each lead’s details.

In a typical lead referral program, the company may update the lead’s status in their CRM—for example, by changing its stage—and then sync this back to Kademi so the referring individual can see the updated status.

This application is also commonly used in deal registration programs, where resellers need to register the deals they are working on.

Feature highlights

  • Configure lead registration fields

  • Easy to navigate screens to view leads and their details

  • Synchronise leads with a CRM like Salesforce or Hubspot

This application is also commonly used alongside other applications, including:

K-Promotions Used to manage commission when a lead closes. View
K-Journeys Supports workflows to manage leads notifications sending an email to an individual when a lead stage changes or closes. View
K-Integration Synchronizes leads with CRMs such as HubSpot or Salesforce, supporting bi-directional data flow. View