Module :
Lead Box
July 16, 2025
Stay Within Your Plan Limits and Manage Leads Efficiently with Lead Count Control
The Lead Count Limit Control feature helps you manage your CRM data more efficiently by automatically restricting new lead creation once your account reaches its maximum lead capacity. Each plan — Seed, Sapling, or Tree — comes with predefined limits, ensuring your CRM performs optimally while staying aligned with your subscription.
With clear visibility into your lead usage and plan thresholds, you’ll always know when you’re nearing your limit. If your business is growing and you need more storage, you can easily upgrade or add additional capacity without interrupting your operations.
Key Features:
- Automatic Lead Limit Enforcement: The system prevents new lead creation once your plan’s limit is reached, maintaining CRM stability.
- Centralized Configuration: Lead limits are managed by Corefactors’ support team via the Django Admin Panel for accuracy and fairness.
- Universal Coverage: Applies across all lead entry points — web app, mobile app, and API integrations.
Key Benefits:
- Consistent CRM Performance: Keeps your CRM fast and responsive by preventing data overload.
- Full Transparency: Always know where you stand with your plan’s lead capacity — no hidden limits or surprises.
- Scalable for Growth: When you’re ready to expand, upgrading or adding extra lead storage is quick and effortless.
- Operational Efficiency: Helps your team focus on quality leads without cluttering the database with unnecessary records.
Version: v11.8
