Smarter Lead Management. Better Team Collaboration. AI-Ready ERP.
We're excited to introduce Socio Ledger ERP V.13.0.0, with a focused improvement to Lead Management and exciting new capabilities currently in development for team collaboration, customer engagement, and faster billing.
Lead Management – Find Unassigned Leads Faster
"None Assigned" Filter in Lead Index
A new "None Assigned" filter has been added to the Lead Index to quickly identify leads that are not assigned to any team member and make lead allocation faster and more organized.
- Quickly identify leads that are not assigned to any team member
- Reduce the chance of leads being missed
- Make lead allocation faster and more organized
- Help your team take action on new opportunities without unnecessary searching
Coming Next
Communicate with team members and receive activity notifications directly inside Socio Ledger for seamless internal coordination.
A new bill total display screen with QR code support to make payment interaction easier and provide a smoother checkout experience.
Track visitors more effectively and manage follow-ups in a structured way to strengthen CRM capabilities.
🚀 Socio Ledger ERP — Work Faster. Collaborate Smarter. Grow with AI.