Lead Management CRM

Every Lead Called Back. On Time.

Our CRM collects leads from your website, ads and forms, gives each one to the right salesperson, and reminds them when to follow up. Your team can start using it on day one.

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CRM dashboard showing follow-ups due today, open leads and next calls

How It Works

What happens when a lead comes in.

01
It lands in one place

From your website, ads, a spreadsheet or the API. Repeat enquiries join the existing lead.

02
The right person gets it

Shared out in turn, with an instant alert to the salesperson.

03
Your team reaches out

Call, WhatsApp or email in one tap, and the outcome is saved.

04
Nobody forgets to follow up

Each person’s list for the day. Missed ones turn red.

05
You close it

Won, or lost with a reason, and your reports update on their own.

Product Tour

The parts of a CRM you actually use.

No screens full of fields nobody fills in. Each page shows what to do next.

Lead page with the complete timeline of calls, notes and stage changes

Lead History

The full story of every lead

Every call, WhatsApp, note and stage change in order, with who did it and when.

  • Complete timeline of every contact
  • Who handled it, even after reassignment
  • Notes and outcomes the whole team can see
All leads list with filters and saved views

Lists & Filters

Any list, saved and exported

Filter by date, stage, owner, source, campaign or any field you add. Save the view for your team and download it to Excel.

  • This month, last month or any dates
  • Saved views for the whole team
  • Excel export of exactly what you see
Pipeline board with leads grouped by stage

Pipeline

See every deal at a glance

Drag a lead to its next stage and see what your open deals are worth.

  • Stages built around your sales process
  • Value of open deals per stage
  • Won, or lost with a reason
Reports showing leads by source and conversion

Reports

Numbers you can act on

Which source brings buyers, who converts best, how fast your team calls back and which leads are going cold.

  • Leads and conversions by source
  • Win rate and callback speed by salesperson
  • Lost reasons that show what to fix
Settings page for adding custom fields

Custom Fields

Your own fields, like department or appointment date

Add the fields your business needs, such as Age, Pin Code, Course or Budget. They appear on every lead, form, filter, report and export.

  • Text, number, date, dropdown and more
  • Works in website forms and Excel exports
  • No developer needed to change them

Works on Your Phone

Built for teams who sell on calls and WhatsApp.

Each salesperson opens the app and sees exactly who to call today, overdue ones first. They can call, WhatsApp, log the outcome and set the next follow-up right from a phone browser.

  • Today’s follow-ups – overdue leads are marked in red.
  • One-tap actions – call, WhatsApp and log the result.
  • Instant alerts – salespeople know the moment a lead is assigned.
CRM follow-ups list on a mobile phone

Less Chasing, More Closing

The busywork of a sales team, handled for you.

Leads from Everywhere

Website forms, Facebook lead ads, Google Ads, CSV import and the REST API all land in one list.

Round-Robin Assignment

Leads are shared in turn, everyone gets an alert, and each person sees their own calls for the day.

Follow-up Reminders

Never miss a call-back. Overdue follow-ups turn red and show up first on each person’s list.

Private Workspaces

Every business sees only its own leads. Salespeople see only the leads given to them.

REST API & Website Forms

Connect landing pages, ad forms or other tools with one request. The lead goes to the right workspace automatically.

Reports & Excel Export

See which source brings buyers and how fast your team calls back, then export any list with every column.

Integrations

Send leads in from anywhere.

Connect your landing pages, ad forms or other tools with one request. The lead goes to the right workspace and is assigned automatically. Prefer spreadsheets? Import a CSV file and you’re done.

  • Website form, Facebook lead ads, Google Ads
  • Zapier and other tools through the REST API
  • CSV import for existing lead lists
POST /api/v1/leads 
{
  "full_name": "Priya Sharma",
  "phone": "+91 98200 12345",
  "email": "priya.sharma@gmail.com",
  "source": "Google Ads",
  "campaign": "diwali-offer"
}

201 Created
{ "id": 1042, "stage": "New", "assigned_to": "Rahul Mehta" }

Who It’s For

Made for businesses that sell over the phone.

Real Estate Education & Coaching Clinics & Wellness Insurance & Loans Travel Marketing Agencies

FAQ

CRM: Frequently Asked Questions

Yes. Each company has its own workspace, and nobody outside your team can see your leads, including our team. Sales reps only see the leads given to them.

Yes. Paste a ready-made form, add a few lines of PHP to your existing form handler, or send leads from Zapier and ad platforms through the REST API.

The CRM matches the phone number or email, adds the new enquiry to the existing lead’s history, and tells the owner. No duplicates.

Yes. Add any custom fields your business needs, such as Age, Pin Code, Course or Budget. Choose text, number, date, dropdown and more, and they show up on every lead, in website forms, filters, reports and Excel exports.

Yes. Your team can call, WhatsApp, log the outcome and set the next follow-up from a phone browser.

Any list, with every field, exports to Excel or CSV in one click.

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