Lead Management CRM for Small Business
Most small businesses don't have a lead problem, they have a follow-up problem. Enquiries arrive on five different phones, a WhatsApp group and an Excel sheet, and nobody can say which ones were called back. Our lead management CRM puts every enquiry in one list, gives it an owner and a next follow-up date, and shows the owner exactly where deals are getting stuck.
We build it around your sales process, not a generic template, so your team uses it from day one. Teams in Greater Noida, Noida and across India use it as their lead tracking software for admissions, real estate, B2B sales and service bookings.
The problem: leads leak in the gaps
When we study a sales team before building, the same gaps show up almost every time.
Without a lead tracking system
- Facebook and website leads sit in an email inbox for hours
- Two salespeople call the same customer; another lead is never called
- Follow-ups depend on someone's memory or a diary
- The owner can't tell which ad source actually brings sales
- When a salesperson leaves, their leads and notes leave too
With the lead management CRM
- Leads land in the CRM within seconds of the form being submitted
- Round-robin or rule-based assignment, with an alert to the salesperson
- Every lead has a next follow-up date; overdue ones are flagged
- Source-wise conversion report: cost per lead and cost per sale
- All calls, notes and WhatsApp messages stay with the lead record
How a lead moves through the CRM
From Facebook/Instagram lead ads, Google Ads, your website form, IndiaMART, JustDial, missed calls or manual entry. Duplicate phone numbers are merged automatically.
Rules decide who gets it — by city, product, language or simple rotation. The salesperson gets a push notification and the lead appears on top of their list.
One-tap call or WhatsApp from the app. Call outcome is recorded (connected, busy, not interested) and the next follow-up is mandatory.
Custom stages for your business — site visit, demo, trial class, quotation sent. Each stage can trigger a WhatsApp template.
Won leads become customers with invoice and payment tracking; lost leads keep a reason, so you know whether it was price, timing or competition.
Key features
Lead capture
- Meta and Google lead form integration
- Website and landing page forms
- IndiaMART / JustDial / 99acres import
- Bulk Excel upload with duplicate check
- Missed-call and IVR leads
Sales team app
- My leads and today's follow-ups
- Click-to-call with call logging
- WhatsApp templates from the lead screen
- Notes, files and quotations
- Works on Android and iPhone
Manager & owner
- Pipeline board by stage
- Salesperson-wise conversion
- Source-wise cost per lead
- Overdue follow-up alerts
- Daily summary on WhatsApp or email
Price range
| Plan | Includes |
|---|---|
| Starter CRM | Web CRM, lead stages, manual and Excel import, follow-up reminders, 5–10 users |
| Sales CRM + app | Starter + mobile app for sales team, Meta/Google lead sync, WhatsApp templates, call logging |
| Custom CRM | Multi-team, territories, quotations and invoices, IVR/telephony, ERP or accounting integration |
Hosting, WhatsApp API and SMS charges are billed separately at actual cost. There are no per-user licence fees — you own the software.
Want to know the cost?
Every project is different, so we don't publish fixed prices. Share your requirements and get a free, detailed quotation with scope and timeline.
- Free, no obligation
- Reply within 24 hours
- Feature-wise scope & timeline
Custom CRM vs. a monthly SaaS CRM
Ready-made CRMs are a good start when your process is standard. They become expensive when you pay per user every month, and frustrating when your stages, fields or reports don't match how you actually sell.
A custom lead management CRM costs more upfront but has no per-user fee, matches your process exactly, and can connect with your billing, inventory or admission system. For teams of 10 or more salespeople, it usually pays for itself within the first year.
Frequently asked questions
Can leads from Facebook and Instagram ads come into the CRM automatically?
Yes. We connect Meta lead ads through the official API, so leads appear in the CRM within seconds and are assigned immediately.
Can my sales team use it on mobile?
Yes. Salespeople get an Android and iOS app with their leads, follow-ups, click-to-call and WhatsApp templates.
How much does a lead management CRM cost?
Cost depends on your features, users and integrations, so we don't publish fixed prices. Share your requirements and we'll send a detailed quotation with scope and timeline — usually within 24 hours.
Can we import our existing Excel leads?
Yes. We import your existing data during setup and remove duplicates by phone number.
How long does it take to build?
A starter CRM is usually ready in 3–4 weeks; a CRM with mobile app and integrations takes 6–10 weeks.
Do you provide support after launch?
Yes. We offer monthly support for hosting, fixes and small changes, and your team gets training at handover.
Related solutions
See your sales pipeline in one screen
Tell us where your leads come from and how your team sells. We'll show a CRM set up with your stages.