Pipeline Auto follow-ups 3CX integration

Turn your leads into clients

A CRM built for field services. Track your leads from first contact to conversion into a work order, with automatic follow-ups and document generation.

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app-oskala.softena.com/leads
Oskala - Lead management and prospect record
Pipeline
Visual Kanban view
Automations
Follow-ups & workflows
Documents
Automatic generation
Conversion
Lead → Work order
Features

A CRM designed for the field

All the features you need to manage your leads and convert them into clients.

Visual Kanban pipeline

Visualize each lead's journey: New → In progress → Quote sent → Visit scheduled → Converted.

Automation

Automatic follow-ups

Schedule automatic reminders and emails so you never forget to follow up with a lead.

Document generation

Automatically create summaries, quotes and custom documents in one click.

3CX telephony integration

Incoming-call notifications, click-to-call and a history of phone exchanges.

Custom workflows

Define your own stages and automatic actions to match your sales process.

Key

Conversion into a work order

Turn a qualified lead into a client and schedule the work order in just a few clicks.

Pipeline

Track every lead step by step

The visual pipeline lets you see at a glance where each lead stands in your sales process. Quickly spot the opportunities that need a follow-up.

New First contact made
In progress Qualification underway
Quote sent Sales proposal
Visit scheduled Appointment confirmed
Converted Client won!
Oskala - Lead list with statuses and filters
Prospect record

All the information in one place

Each lead has a complete record with their contact details, exchange history, generated documents and next actions.

Full contact details (name, phone, email, address)
History of contacts and exchanges
Attached documents (quotes, summaries...)
Quick actions (call, email, schedule)
Visual status and priority
Oskala - Prospect record with contact details and actions
Automations

Save time with workflows

Automate repetitive tasks so you can focus on the client relationship.

Automatic emails

Send confirmations, reminders and follow-ups with no manual effort.

Scheduled reminders

Notifications to follow up with leads at the right time.

Document generation

PDF summaries generated automatically and sent by email.

3CX integration

Caller-ID pop-up on incoming calls and click-to-call.

Workflow: New lead
1
Lead creation Web form or manual entry
2
Welcome email Sent automatically
3
Reminder on day +2 Notification to the sales rep
Qualification Moved to "In progress"
FAQ

Frequently asked questions

Yes, you can create your own stages and statuses to match your sales process. Each stage can trigger automatic actions.

The 3CX integration automatically displays the lead's record on an incoming call, lets you place calls in one click from Oskala, and logs the history of phone exchanges.

From the lead's record, click "Schedule work order." The client's details are carried over automatically and you can schedule the first work order right away.

Yes, the module was designed in particular for home-care organizations (ADMR, nonprofits, etc.). It handles care requests, assessment visits and conversion into beneficiaries.

Yes, you can import your leads from an Excel or CSV file. Our team can help you migrate your data.

Turn more leads into clients

Request a demo and discover how the Leads module can boost your sales prospecting.

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