Workflow guide, CRM
Lead tracking software for B2B sales: lead and email follow-up
- Author
- PureField
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- Updated
Lead tracking software records potential customers, follows each one through the sales stages and reminds the team of the next step. In PureField, lead tracking starts on the Leads screen, moves to Opportunities once qualified, and follow-up emails run through Sales Autopilot Lite, which checks a shared suppression list.
What lead tracking software does inside a B2B CRM
A lead is a potential customer who has not yet become a paying account. Lead tracking software stores these contacts, shows the stage each one is in and reminds the team of the next step. A CRM extends this into one customer record that holds leads, opportunities, quotes, activities and contact cards.
In PureField, a lead starts on the Leads screen. Once qualified, it becomes an opportunity on the Opportunities screen, and its quotes and activities stay visible in the same customer context.
Lead tracking step by step
- Capture: add leads manually, or import contact details through the Apollo integration when it is connected.
- Qualify: record company, sector, need and decision maker, then convert the lead to an opportunity once it fits.
- Track stages: follow value and stage on the Opportunities screen.
- Plan activities: schedule calls, visits and tasks as CRM activities.
- Quote and accept: prepare the quote on the Quotes screen. When the team marks it accepted in CRM, an order opens in the stock module.
Follow-up emails and how automated sequences work
Cold and follow-up emails run through Sales Autopilot Lite. Before each send, the system checks a shared suppression list that covers contacts who unsubscribed, bounced, or have consent turned off in CRM. Those contacts are removed from the sequence.
Digital employees suggest next steps by default and wait for your approval. Deletion decisions stay with your team.
Marketing email and sales follow-up: the difference
The Marketing module sends campaigns to contacts from your CRM list. Where the Turkish İYS consent registry is enabled, each individual recipient's İYS consent is checked before every campaign and sequence step, and recipients without consent are removed from the send. Unsubscribes are passed to İYS as opt-outs.
Sales Autopilot is built for one-to-one sales follow-up. It uses the shared suppression list instead of the İYS gate. Data protection duties, including KVKK in Turkey, stay with your company's own data and consent processes, and PureField uses the consent status recorded in CRM to control sends.
Tracking quotes: did the customer open it?
When a quote is shared through a Digital Sales Room, the room records visits, unique visitors, average session time, document downloads and CTA clicks. These figures appear on the opportunity, lead, quote and customer record as visit count and last visit.
Threshold rules, for example when views or video watch percentage pass a level you set, send the sales owner a panel notification or an email. Acceptance and rejection are marked on the quote in CRM, not inside the room.
How to choose a lead tracking program
Use these criteria to compare options for a B2B sales team.
| Criterion | How PureField handles it |
|---|---|
| Lead capture and stage tracking | Leads screen for capture and qualification; Opportunities screen for stages and value |
| Follow-up email and CRM link | Sales Autopilot Lite runs cold and follow-up emails; the shared suppression list covers unsubscribes, bounces and CRM consent |
| Quote visibility | Digital Sales Room visits appear on opportunity and quote records |
| Consent and compliance | Where İYS is enabled in Marketing, each recipient's consent is checked before sends; data duties stay with your company |
| Packages and pricing | PureStart, PurePioneer and PureExecutive, each with a quote tailored to your scope through the contact form |
Less manual data entry for the sales team
Copilot can prepare a record plan from a request, and call analysis turns a conversation into suggested activity fields for review. Complete create and update plans are saved directly. Deletions and plans with missing fields wait for your approval.
Evidence
- Leads and Opportunities
- Lead capture, qualification and conversion to an opportunity run on the Leads and Opportunities screens in CRM.
- Sales Autopilot Lite
- Cold and follow-up email sequences run live; the shared suppression list covers unsubscribed contacts, bounces and contacts with consent turned off in CRM.
- Digital Sales Room analytics
- Visit count and last visit appear on opportunity and quote records; acceptance and rejection are marked on the quote in CRM.
- Marketing consent gate
- Where İYS is enabled in the Marketing module, each recipient's consent is checked before campaign and sequence steps.
- Copilot record plans
- Complete create and update plans are saved directly; deletions and plans with missing fields wait for approval.
Book a demo to see your leads, follow-ups and quotes on one CRM record, or request a quote tailored to your team. Book a demo
Frequently asked questions
What is lead tracking software?
Lead tracking software records potential customers, follows each one through the sales stages and reminds the team of the next step. In PureField this work runs across the Leads and Opportunities screens in CRM.
Is lead tracking the same as CRM?
Lead tracking is one part of CRM. In PureField, leads, opportunities, quotes and activities share the same customer context, so the sales team follows everything from one place.
How are follow-up emails sent, and who approves them?
Cold and follow-up emails run through Sales Autopilot Lite. Digital employees suggest next steps and wait for your approval, and order and deletion decisions stay with your team.
What happens when a contact unsubscribes?
The contact is added to the shared suppression list and is removed from future sends. Where İYS is enabled in the Marketing module, the opt-out is passed to İYS.
How can I see whether a customer opened a quote?
When the quote is shared through a Digital Sales Room, visit count and last visit appear on the opportunity and quote record. Threshold rules can also send you a notification or email.
How much does PureField cost?
PureField offers three packages: PureStart, PurePioneer and PureExecutive. Share your scope through the contact form and we will prepare a quote tailored to your team.