Lead management

Lead management software for enquiries from everywhere

Bring enquiries from Justdial, IndiaMART, Facebook Lead Ads and your own website onto one pipeline, with an owner against each and a follow-up that does not get forgotten.

Lead management software captures enquiries from wherever they arrive, gives each one an owner and tracks what happens next. Here, every enquiry lands as a deal on one pipeline, carrying the details its source sent.

The Deals list in DialCRM.AI, showing twenty deals with contact names, sources, owners, statuses, stages and amounts, above a stage summary strip.

Capture enquiries without retyping them

Connect the places your customers already reach you, and let the records arrive by themselves.

  • Justdial, IndiaMART and Facebook Lead Ads
  • Inbound webhooks for your website, a landing page or another system
  • Spreadsheet import, with a preview and the reason any row failed
  • A log of every delivery, showing exactly which fields were received

Assign and follow up automatically

The routine steps happen on their own, so nothing waits for somebody to remember it.

  • New enquiries from a webhook can be assigned to an agent automatically
  • A repeat contact can go back to the agent who handled them last
  • A follow-up falling due raises a reminder on the device, even with the app closed
  • Follow-ups are split into today, upcoming and missed

See what happened to every enquiry

Each record keeps its own history, so the answer is on the page rather than with whoever worked it.

  • Every attempt, with who tried, when and what came of it
  • A timeline of what changed, who changed it and when
  • Filter by source, owner or disposition, then export exactly those rows

Questions

Lead management software: common questions

What is lead management software?

It is software that captures enquiries from your different sources, assigns each one to somebody and tracks every follow-up until the enquiry is won or dropped.

Which lead sources can be connected?

Justdial, IndiaMART and Facebook Lead Ads connect directly. Anything else that can post to a URL, such as a website form, can use an inbound webhook, and you can import from a spreadsheet.

Can a repeat enquiry go to the same salesperson?

Yes. A webhook can be set to send a repeat contact back to the agent who handled them last, as well as to assign new enquiries automatically.

See it with your own enquiries.

Create a workspace, connect a source, and watch the pipeline fill with your real customers.

Get started free