Lead Management System is a comprehensive module to handle complete lead management process. The module covers all major feature from lead capture to assignment to closure

  • Capture Lead Automatically.
  • Distribute Leads to Telecalling Team.
  • Assign Qualified Leads to Sales Team for Visit.
  • Send Personalized Email & SMS to Clients.
  • Identify & Focus on Hot/Winning Leads.
  • Customize Lead Screen to Suit Your Business.
  • Monitor Lead Status with Timeline & User Activities.
Lead Automation & Lead Management System

Emails to Leads

Forward your leads to CRM Inbox and the software creates leads, assigns to user and send Email/SMS to customer.

Website to Leads

Capture website contact forms as emails, forward your leads to CRM Inbox and the software creates leads automatically.

Web Portals to Leads

Forward your portal leads to CRM, it will automatically map the lead information with CRM lead screen

Lead Auto Assignment

Assign leads to sales team automatically based on lead source. The sales user will get Email/SMS on lead assignment

Timeline View

View lead history with status and updates along with timeline.The timeline shows lead ageing issues

Territory Management

CRM supports location & product based sales territories. User security based on territory rules can be applied to CRM.

Attach Documents

Attach documents related to lead or customer. Store all relevant marketing material in centralized location.

Excel Import/Export

Import, Export CRM data in excel sheets. Configure Excel headers to suit your existing excel templates.

Lead Email, SMS & Voice Communication

Email Communication

Send Automatic Email alerts to Customers, Sales Team. Configurable automatic & manual Email Communications.

SMS Communication

Send Automatic SMS alerts to Customers, Sales Team. Configurable automatic & manual SMS Communications

Voice Communication

Enable Cloud Telephony Integration to call customers directly from CRM. The software captures all call logs & recordings.

Lead Activities Planning, Tracking & Reporting

Sales, Calls & Visits Tracking

Plan Sales follow up calls, Visits. Update activity updates & generate automatic sales reports.

Activities & Reminders

Sales team will get email & SMS reminders for the planned activities 30 minutes before the due date time.

Daily, Weekly Activity Planner

Use activity planner with daily, weekly calendar for planning sales activities to your sales team.

Daily Sales Reports

Get your sales team daily visit reports in email. View the sales team GPS locations visits in map.

Sales Team Productivity

Daily, Weekly calls/visit count. Reports on leads, opportunities, orders and sales team performance.

Lead Activities Tracking

View the lead history with sales team's calls/visits against the lead along with timestamp.

Lead Dashboards, Reports & Analytics

Marketing Channel Performance

Source wise lead count along with status. Filter data based on dates, source, status, etc.

User Wise Lead Status

User wise lead count along with status. Filter data based on dates, source, status, etc.

Lead Ageing Reports

Leads that are not updated for the last 3 days & beyond are shown with ageing details.

Lead Escalation Reports

Leads are assigned to user, but the user has not called or created any activity on the lead for the last 3 days.

Lead Activities Reports

Sales team's calls, visits against a particular lead along with status, date & time.

Sales Funnel Reports

Sales Funnel report based on lead status. The sales funnel shows the details of sales conversion ratio.

CRM Salient Features

Lead Capture

  • Capture Leads Automatically From Various Sources

Lead Assignment

  • Assign, Track & Manage Sales Leads with Activities


  • Manage Opportunities & Sales Pipeline with Stages

Task Planner

  • Plan Activities to Team with Email/SMS reminders

Mobile CRM App

  • Complete Mobile CRM that works even when Offline.


  • Integrates with other leading software systems.

Email, SMS Alerts

  • Send automatic & Manual Email/SMS communications


  • Customize forms, fields, reports to suit your business.


  • Business Intelligence Reports & Customized Reports.