CRM Module

Lead Management

Capture, track, and nurture leads from multiple sources. Convert prospects into customers with automated follow-ups.

Overview

Capture leads from multiple sources including website, IndiaMART, TradeIndia, and social media. Automatically assign leads, set follow-up reminders, and track conversion rates.

Every enquiry – whether it arrives through your website form, a marketplace listing or a Facebook Lead Ad – is recorded in a single lead list with its source, contact details and requirement. No more copying details from emails and spreadsheets, and no more leads forgotten in someone's inbox.

From first contact to conversion

Assignment rules route each new lead to the right salesperson, and lead scoring highlights the prospects most likely to buy. Follow-up reminders make sure every lead is contacted on time, while the complete activity history – notes, follow-ups, messages and quotations – stays attached to the lead for anyone who picks it up next.

Conversion tracking shows which sources and team members bring in real business, so you can invest more in the channels that work and coach the team where conversions drop.

Key Features

  • Multi-source lead capture
  • Auto-assignment rules
  • Lead scoring
  • Follow-up automation
  • Conversion tracking
Why It Matters

Business Benefits

01

Never Miss an Enquiry

Leads from every channel are captured automatically in one list, with the source recorded for each.

02

Faster First Response

Auto-assignment and reminders get the right salesperson in touch while the prospect is still interested.

03

Know What Works

Source-wise and team-wise conversion reports show where your best customers come from.

Free Live Demo

See Lead Management in action

Book a free 30-minute walkthrough tailored to your business workflow — no obligation.

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