Lead intake
Forms, manual entry, CSV import and future integrations for website, email and marketplace sources.
Lead management
Capture every lead before it becomes a lost message
Merot CRM collects leads from forms, manual entry and imports. Then it qualifies them with source, value, owner, next task and clear status.
What you get
What's included
Qualification
Need, budget, size, urgency, product interest and owner in one short profile.
Scoring
Score by source, segment, activity, value and fit so the right leads get attention first.
Assignment
Lead owner, product owner and next activity for every new inquiry.
Follow-up tasks
Reminders for call, email, proposal or demo after each status change.
Convert to deal
Qualified leads become deals without losing notes, contacts and source.
How it works
From new inquiry to qualified deal
Capture lead
Lead arrives through a form, import or manual entry by the sales team.
Qualify
Add need, product interest, budget, timeline and decision maker.
Assign follow-up
Owner gets a task and due date for the next contact.
Convert
When the lead is ready, it turns into a deal with the full history.
FAQ
Frequently asked questions
Can a lead be tied to different products?
Yes. A lead can carry product interest such as Finance, HRS, Logistics, CRM or a custom service.
Can I import leads from CSV?
Yes. CSV import is useful for events, lists, partner referrals and old CRM data.
What happens to unqualified leads?
They stay in archived or nurture status with a reason, separate from the active pipeline.
Can the team see leads without follow-up?
Yes. Lists and reports show leads without owner, without task or with overdue follow-up.
Related
Other Merot features
Contact
Have a question?
Ask about demo, pricing or a specific workflow. This is the same Merot contact form.