What LeadCRM does
One place for every enquiry, so your team calls each lead on time and nothing is forgotten.
LeadCRM keeps every enquiry for your business in one place: from IndiaMART, Facebook and Instagram ads, your website, JustDial, or ones you type in. It tells each person who to call next, and helps you call, send a WhatsApp message and set the next follow-up in a few taps.
The four main screens
On a phone, these are in the bar at the bottom of the screen (Reports is under More). On a computer, they are in the menu on the left.
- Today is who to contact now: new leads not yet called, follow-ups that are late, ones due today and ones coming up this week. Start your day here. See Using Today.
- Leads is the full list of every lead. Use it to search for someone, filter and sort, or change many leads at once, for example to give 20 leads to a teammate. See The Leads list.
- Pipeline is a board with one column for each stage, such as New, Contacted or Quote sent. Move a lead to the next stage as the deal goes forward, and see the total ₹ value waiting in each stage. See The pipeline board.
- Reports shows how you are doing: new leads, how many you won, your win rate, how fast your team replies, where leads come from, and how each person is doing. See Reports.
What happens to a new lead
- Step 1: A lead arrives from a connected source, or someone adds it with New lead.
- Step 2: It is given to a salesperson, or waits for someone to take it. They get an alert if alerts are on.
- Step 3: It shows at the top of their Today screen, under New leads.
- Step 4: They call or send a WhatsApp message, note what happened, and set the next follow-up.
- Step 5: The lead moves through the stages until it is marked Won or Lost.
Last checked 3 November 2026