Help
How to use LeadCRM, in short steps.
Popular
- What LeadCRM doesOne place for every enquiry, so your team calls each lead on time and nothing is forgotten.
- Using TodayToday lists what to do now: calls, site visits and messages, late ones first, with one button for each job.
- Call a lead and note how it wentTap Call, talk to the customer, then choose how it went and when to follow up next.
- Send a WhatsApp messagePick a saved message with the customer's name filled in, and LeadCRM opens WhatsApp with it ready to send.
- Lead sources: bring leads in by themselvesConnect IndiaMART, your ads, your website and other tools so new enquiries arrive in LeadCRM within seconds.
- Invite your teamSend a link so your salespeople can join your business, and remove people who leave.
Getting started
Set up your business and your phone in a few minutes.
Everyday work
Today, calls, WhatsApp, follow-ups and the lead page.
Leads, pipeline and reports
Find, sort, move and measure your leads.
Lead sources
Bring in leads from ads, IndiaMART, your website and more.
Team and settings
Invite people, share out leads and shape your pipeline.
Account and troubleshooting
Signing in, your data, plans, and fixes for common problems.
Still stuck?
Ask the owner of your business account, or reply to your welcome message.