Leads & CRM

Leads that land on a person, not in an inbox

IndiaMART, Justdial, Meta ads, your web forms and WhatsApp arrive in one list, assigned before anyone has noticed them.

What changes

Leads & CRM, once it is in one place

Nothing waits for Monday

An enquiry is on a named person within seconds of arriving, whichever channel it came through.

One thread per person

Email, website chat and WhatsApp on the same record, so nobody opens three tools to read one conversation.

A reply window that is visible

Follow-ups carry a deadline, and the ones past it are the first thing on the dashboard.

Competitors never become leads

A blocklist of domains, addresses and IPs is checked on every source before a lead is created.

How it works

Four steps, and then it runs

  1. 01

    Connect a source

    IndiaMART and Justdial push straight in. Meta and Google lead ads, your own web forms and WhatsApp all land in the same list.

  2. 02

    It routes itself

    Round robin, least loaded, or by territory rules you write. When somebody leaves, their whole desk moves in one click.

  3. 03

    The team works it

    Call, WhatsApp or email from the record. Every message, note and call is kept against the person.

  4. 04

    It becomes a deal

    With a value and a stage, on the same record — so the history does not start again at the pipeline.

In scope

Everything this module covers

IndiaMART & Justdial

Pushed in live, and pulled on a schedule as well, because the webhook drops leads under load.

Meta & Google lead ads

Signature-verified, straight onto the right desk.

Web forms

Built here, embedded on your site, feeding the same list.

WhatsApp

A message from an unknown number becomes a lead on its own.

Companies & contacts

A person belongs to a company, and a company has a whole history.

Relationships

Who knows whom, drawn as a graph.

Follow-ups

With a due date, a priority and an owner.

Meetings

A booking link people pick a slot on, with the event on your calendar.

Lead scoring

Fit and intent kept apart, because they are different questions.

Territories

Rules by geography, source or size.

Import

A CSV of names and numbers, deduplicated on phone number.

Blocklist

Domains, addresses and IPs that never become a lead.

Put the whole business on one platform.

Bring one month of invoices and one channel of leads. You will see the gaps on the first afternoon.