Scattered lead information
Manual entry and spreadsheet imports bring enquiries into a shared lead workspace.
SEO TECH RANK CRM · LEAD MANAGEMENT SOFTWARE
Lead Management CRM Software to Track, Assign and Convert Leads
Organize enquiries, assign leads to the right team members, schedule follow-ups and review sales activity from one lead management workspace.
Add leads manually, import CSV and Excel files, import mapped data from Google Sheets, or connect supported Facebook Meta Lead Ads forms. Integration access depends on permissions and setup.
Lead search & filtersFollow-up trackingBalanced assignmentMeta & Sheets imports
A CLEARER WAY TO WORK
What is SEO Tech Rank CRM?
SEO Tech Rank CRM is lead management software that helps businesses organize customer enquiries, track lead status, assign work to team members, schedule follow-ups and review lead activity.
Bring records in through manual entry, CSV or Excel files, mapped Google Sheets imports, and supported Facebook Meta Lead Ads forms. Dashboard reporting includes lead totals, status and source breakdowns, follow-ups, conversions, date filters and team performance views as available in the workspace.
Product: SEO Tech Rank CRM · Category: Lead Management CRM Software · Core use: lead tracking, assignment, follow-ups and reporting.
Explore lead generation support ↗THE EVERYDAY CHALLENGE
Are leads spread across too many tools?
As enquiries grow, small gaps in record keeping and follow-up can make work harder to coordinate.
Follow-ups that slip
Schedule next steps and review due, overdue and upcoming activities.
Unclear lead status
Use custom statuses and notes to keep lead progress legible for the team.
Manual organization
Import CSV, Excel and mapped Google Sheets data; duplicate leads are skipped.
Unclear ownership
Use balanced, fixed-recipient, manual or bulk assignment for eligible members.
Limited source context
Review available campaign and source breakdowns in dashboard reporting.
The CRM brings lead records, ownership, follow-up and source details into one workspace so a team can coordinate its next actions.
BUILT AROUND EVERYDAY LEAD WORK
Essential tools for more organized lead management.
Manage lead records, search and filter your pipeline, coordinate follow-ups and understand activity across your workspace.
Add, edit and organize leads
Create leads manually, update details, add notes, set custom statuses and assign a team member to each enquiry.
Search and filter leads
Find records by name, phone, email, campaign, source, status, assigned member or date.
Schedule and review follow-ups
See due, overdue and upcoming activities, then record a follow-up as completed.
Choose how leads are assigned
Use balanced, fixed-recipient or manual assignment, and bulk-assign multiple leads. Eligibility depends on workspace and campaign settings.
Connect supported lead forms
Synchronize authorized Facebook Pages and forms, then receive supported form submissions with the required Meta permissions and webhook setup.
Import Google Sheets data
Map shared-sheet columns to CRM fields and import records. This is a one-way import into the CRM; changes are not written back to Sheets.
Import existing lead lists
Bring in CSV and Excel lead records; duplicate records are skipped according to the import workflow.
Review lead activity
See lead totals, new leads, follow-ups due, conversions, source and status breakdowns, date filters and team performance.
Call or open WhatsApp
Use device calling or open a direct WhatsApp chat with a lead. The CRM does not automate messages or run WhatsApp campaigns.
Workspace roles and permissions
Admin, Sub Admin and User roles control access to leads, imports, assignment and team management within a workspace.
Approval-based plan changes
Workspace member limits and plan upgrades are managed through Super Admin approval. Online payment checkout is not available.
Personalize workspace profiles
Workspace logo and user profile photo options help teams identify their workspace and account.
Meta Ads integration scope
It captures supported lead form submissions. It does not create, publish or manage Facebook or Instagram advertising campaigns. Meta permissions, app configuration and webhook setup are required.
IMPORT LEADS YOUR WAY
Bring existing lead lists into one workspace.
SEO Tech Rank CRM supports manual lead entry and lead imports from CSV and Excel files. For Google Sheets, share a sheet, map its columns to CRM fields, and import the data into your workspace. Duplicate leads are skipped through the import workflow.
Google Sheets is a source for importing leads into the CRM. The feature does not write CRM changes back to the sheet and does not provide two-way synchronization. CSV and Excel import is available for teams bringing existing records into the lead workflow.
For Meta Lead Ads, the CRM can connect authorized Pages and synchronize available forms to receive supported submissions. Meta permissions, application configuration and webhook setup are required. This does not include creating or managing ad campaigns.
Google Sheets Mapped import into CRM · no write-back CSV and Excel Import supported · duplicates skipped Meta Lead Ads Supported forms · permissions and setup required
Explore Meta Ads services ↗FOLLOW-UP WORKSPACEPRODUCT WORKFLOW
Schedule a follow-upChoose the next contact date for a lead
01Review due and overdue itemsSee which activities need attention
02Record completionKeep follow-up progress visible to the team
03A MORE CONSISTENT ROUTINE
Keep lead follow-up work in view.
Schedule a follow-up for a lead, review due, overdue and upcoming activities, and record when a follow-up is complete. This gives team members a practical way to organize the next step in their sales routine.
Use follow-up status alongside lead notes, current status and assigned owner to understand what has happened and what action is next. Each team can agree on a simple daily routine for reviewing work.
The CRM does not send automated WhatsApp messages, email sequences or bulk follow-up campaigns. WhatsApp opens a direct conversation with a lead.
Build a more connected lead-generation plan ↗CLEAR OWNERSHIP
Assign leads using your preferred workflow.
SEO Tech Rank CRM supports balanced assignment across eligible members, fixed-recipient assignment, manual assignment and bulk assignment. Workspace and campaign settings determine which team members are eligible for a lead.
Administrators can coordinate team access with Admin, Sub Admin and User roles. Permissions govern who can view leads, add or import records, assign leads and manage the workspace team.
Balanced · fixed · manual · bulk
Choose the assignment approach that matches your workflow and workspace configuration. This product does not claim AI-powered assignment.
MAKE YOUR LEAD PROCESS CLEAR
Set up a consistent workflow for your team.
A CRM is most useful when the team agrees on the information to record, how to describe progress and who owns the next action.
Record useful enquiry context
Keep the details relevant to responding to the customer. Search by contact or campaign information and use notes for context that helps your team continue the conversation.
Follow your own privacy practices and avoid collecting extra personal information without a business need.
Use status labels consistently
Agree what each custom lead status means and what action should follow. Consistent labels make it easier to use filters and review the dashboard’s status breakdown.
Keep your team's status vocabulary short and easy to apply.
Make ownership and follow-up visible
Decide who reviews new enquiries, how an owner is assigned and how completed follow-up is recorded. Use due, overdue and upcoming follow-up views to plan the team's next work.
Workspace roles and permissions determine who can access lead and assignment actions.
DASHBOARD & REPORTING
Review lead activity across your workspace.
The dashboard can show total and new leads, follow-ups due, conversions, lead status breakdowns, lead source breakdowns, date filters and team performance views.
Dashboard figures depend on the leads and activity recorded in the workspace and the selected date range. Call and WhatsApp shortcuts help users contact a lead directly from supported device workflows; they do not automate calls or messages.
LEAD PIPELINE · SOURCE · FOLLOW-UPS
Dashboard preview appears above with client names and account-specific metrics blurred for privacy.
A PRACTICAL WORKFLOW
How SEO Tech Rank CRM fits into your lead process.
Bring enquiries in, keep ownership clear, and review the work your team needs to follow up.
Capture or import leads
Add an enquiry manually, import CSV or Excel, map a Google Sheet, or connect supported Meta lead forms.
Review the lead record
Search by name, contact, campaign, source, status, assigned user or date.
Assign responsibility
Use balanced, fixed-recipient, manual or bulk assignment for eligible team members.
Schedule follow-up
Set next steps and review due, overdue and upcoming activities.
Update lead progress
Add notes, update details and record the current lead status.
Review dashboard activity
Use date filters and available status, source, follow-up, conversion and team views.
WHO MAY FIND IT USEFUL?
Consider the CRM for your lead workflow.
SEO Tech Rank CRM brings lead records, imports, team workflows and reporting together for businesses that handle customer enquiries.
Small businesses
Organize enquiry records, assign a responsible team member and keep follow-up activity visible.
Sales teams
Use lead status, notes, assignment and scheduled follow-ups to coordinate customer conversations.
Digital marketing teams
Import leads from supported sources and review available campaign and lead source information.
Lead generation businesses
Import lead lists and organize the next step with the team's assignment and follow-up workflow.
Businesses running Meta Ads
Receive supported submissions from selected Meta lead forms after the required connection setup.
A TRANSPARENT PRODUCT NOTE
Know what the CRM currently supports.
SEO Tech Rank CRM supports lead entry, editing, custom statuses, notes, search and filters, follow-ups, assignment, imports, supported Meta Lead Ads capture, dashboard reporting and workspace roles.
Independent agencies cannot currently add and manage multiple clients themselves. Workspace team management is different from operating separate client workspaces, so the CRM should not be evaluated as a self-service multi-client agency platform.
Plan activation and upgrades require Super Admin approval. The current CRM does not include an online payment gateway. WhatsApp opens a direct chat; it does not automate messages. Meta integration captures supported lead submissions; it does not manage ad campaigns.
PLANS & ACCESS
Explore CRM access and plan options.
SEO Tech Rank CRM includes workspace plans with team member limits. Plan activation and upgrade requests are reviewed and approved by a Super Admin; customers cannot complete online payment because a payment gateway is not currently available.
Contact us to confirm current plan availability, member limits, included access and approval steps before making a decision.
Ask about current plans ↗ACCOUNT ACCESS
Set the right roles for your team.
The CRM supports Admin, Sub Admin and User roles within a workspace. Permissions control access to viewing leads, adding or importing records, assigning leads and managing the team.
Use workspace access carefully when handling customer enquiry information. Signup includes email verification and an access request review. Plan activation and upgrades also require Super Admin approval.
Review the CRM’s privacy and terms information when assessing how your business data is handled. We do not claim security certifications or compliance standards without supporting evidence.
CRM QUESTIONS
What to know before you get started.
Questions about features, integrations and access.
What is lead management CRM software?
Lead management CRM software helps a business organize enquiries, track lead status, assign responsibility, schedule follow-ups and review sales activity.
What is SEO Tech Rank CRM used for?
SEO Tech Rank CRM helps businesses manage lead records, search and filter enquiries, coordinate team assignments, track follow-ups, import lead data and review dashboard activity.
Can I manually add and edit leads?
Yes. Users can add leads manually, edit lead details, add notes, update custom statuses and assign a team member, subject to their workspace permissions.
Can I filter leads by source, status, campaign, or date?
Yes. Supported search and filter fields include name, phone number, email, campaign, source, status, assigned team member and date.
Can I schedule and track follow-ups?
Yes. You can schedule follow-ups, review due, overdue and upcoming activities, and record when a follow-up is complete.
Does the CRM support automatic lead assignment?
Yes. SEO Tech Rank CRM supports balanced assignment across eligible team members, fixed-recipient assignment and manual assignment. Eligibility depends on workspace and campaign settings.
Can I assign multiple leads at once?
Yes. Bulk assignment lets authorized users assign multiple leads together, subject to workspace permissions.
Can I connect Facebook Meta Lead Ads?
Yes. Supported Facebook Pages and lead forms can be connected and synchronized so selected form submissions can be received in the CRM. The setup requires appropriate Meta permissions, application configuration and webhook setup.
Does the CRM manage Facebook advertising campaigns?
No. The Meta integration captures supported lead form submissions. It does not create, publish, edit or manage Facebook or Instagram advertising campaigns.
Can I import Google Sheets data into the CRM?
Yes. You can import lead data from a shared Google Sheet by mapping its columns to CRM fields. Duplicate leads are skipped according to the import workflow.
Does Google Sheets support two-way synchronization?
No. Google Sheets is an import source into the CRM. Changes made in the CRM are not written back to the sheet, and two-way synchronization is not supported.
Can I import CSV and Excel files?
Yes. Lead records can be imported from CSV and Excel files. Duplicate leads are skipped according to the import workflow.
How does duplicate lead handling work?
The Google Sheets, CSV and Excel import workflows skip duplicate leads according to the implemented duplicate checks.
What reports are available in the dashboard?
The dashboard includes total and new leads, follow-ups due, conversions, lead status and source breakdowns, date filters and team performance views.
Can I contact leads through WhatsApp?
Yes. The WhatsApp shortcut opens a direct chat with a lead. Calling a lead uses the device calling functionality.
Does the CRM send automated WhatsApp messages?
No. WhatsApp opens a direct conversation. The CRM is not a WhatsApp automation, chatbot or bulk messaging platform.
What user roles are supported?
Admin, Sub Admin and User roles are available within a workspace. Permissions control access to lead viewing, adding and importing leads, assignment and team management.
Can an agency independently add multiple clients?
Not currently. Other agencies cannot independently add and manage multiple clients. Workspace team management does not provide self-service multi-client agency management.
How do plan upgrades and access approvals work?
Signup includes email verification and an access request review. Plan activation and upgrades require Super Admin approval; workspace plans have team member limits.
Does the CRM support online payments?
No online payment gateway is currently available. Plan activation and upgrades are approval-based.
How do I access SEO Tech Rank CRM?
Use the CRM sign-in at https://crm.seotechrank.com/accounts/login/ or request an account at https://crm.seotechrank.com/accounts/signup/. Account access is subject to email verification and approval.
A MORE ORGANIZED NEXT STEP
Bring more structure to your lead management.
Organize lead records, manage follow-ups, assign responsibilities and review your lead workflow with SEO Tech Rank CRM.