All enquiries in one list
Leads from website forms, Meta and Google ads, WhatsApp and manual entry arrive in a single list, with duplicates flagged by phone number.
Sales & marketing
Lead CRM
Every enquiry from your website, ads and WhatsApp in one list, with follow-ups that do not slip.
A ready CRM set up with your team, lead sources and sales stages. See where every enquiry came from, who is handling it and when the next follow-up is due.
- Coaching institutes handling admission enquiries
- Real estate builders and property dealers
- Clinics and service businesses running ads
Overview
Why it matters
Enquiries reach a growing business from many places: the website form, Facebook and Google ads, WhatsApp, phone calls and walk-ins. When these are noted on paper or scattered across phones, leads are forgotten and nobody knows which campaign actually brought customers. Our Lead CRM is a ready system that collects these enquiries into one list. We set it up with your business name, team members, products and the sales stages you use, so your team can start working leads from day one.
The CRM covers lead capture, source tracking, status updates, follow-up reminders and team assignment. Depending on your business it can also include call notes, quotation records, WhatsApp click-to-chat from each lead, and simple reports on conversion by source or salesperson. It connects with our WhatsApp Automation and with website forms we build or already exist. We customise fields and stages for your industry, whether you sell admissions, property, services or products.
Sales & marketing
Key modules
Source and status tracking
Every lead keeps its source and current stage, such as new, contacted, interested, visit fixed or converted, so you can see what each campaign produces.
Follow-up reminders
Set the next follow-up date on each lead. Staff see their due follow-ups each morning and get reminders, so warm leads are not left waiting.
Team assignment
Assign leads to salespeople manually or by rules such as area or product, and managers can see each person's open and closed leads.
Notes and call history
Record call notes, requirements, quotations sent and remarks on each lead, so anyone in the team can pick up the conversation.
Simple sales reports
See leads by source, stage and salesperson, and conversions by month, to judge which ads and channels are worth your budget.
Step by step
How setup works
- 1
Demo and mapping
We show the CRM and map your lead sources, sales stages, team structure and the details you need on each lead.
- 2
Configure the CRM
We set up your fields, stages, users and permissions, and brand the CRM with your name and logo.
- 3
Connect lead sources
We connect your website forms and, where possible, Meta lead forms and WhatsApp, and import your existing lead lists from Excel.
- 4
Train the team
We train your sales team and managers on daily use, follow-ups and reports, in person or over video call.
- 5
Go live and review
Your team starts working leads in the CRM, and we review it with you after a few weeks to adjust stages or reports.
Checklist
What the product includes
- CRM set up with your name, logo, team and sales stages
- Custom lead fields for your products or services
- Website form integration and lead source tagging
- Import of existing leads from Excel
- User logins with manager and staff roles
- Follow-up reminders and lead reports
- Team training and support after go-live
FAQ
Questions people ask
Still unsure? Message us on WhatsApp and we will answer the same day.
Can leads from Facebook and Instagram ads come in automatically?
In most cases, yes. Meta lead form leads and website form submissions can be sent into the CRM automatically. We confirm the exact connections for your accounts during the requirement call.
Can I see what each salesperson is doing?
Yes. Managers see leads by salesperson, their pending follow-ups and conversions. Staff can be limited to seeing only the leads assigned to them.
We already have leads in Excel. Can we bring them in?
Yes. We import your existing lists with their source and status where available, and tidy up duplicates during the import.
Does it work with WhatsApp?
Each lead has a click-to-chat button, and the CRM connects with our WhatsApp Automation product so WhatsApp enquiries can be captured as leads.
Explore more
Related pages
Products · Sales & marketingWhatsApp AutomationAuto-replies, broadcasts and lead capture on WhatsApp, run through the official WhatsApp Business API.Read more →
Services · Digital marketingPaid Ads & Lead GenerationMeta and Google Ads with proper landing pages, and the cost of every lead reported clearly.Read more →
Industries · Business & tradeReal Estate & BuildersProject pages, site-visit leads and follow-up systems for builders, developers and property dealers.Read more →
Ready to get started?
Book a demo and see your enquiries organised in one Lead CRM.