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Every lead captured, scored and followed up

Leads from Meta lead ads, Click-to-WhatsApp ads, web forms, WhatsApp chats and phone calls land in one list — de-duplicated by mobile number, scored automatically and assigned to the right person, so no enquiry is lost between tools.

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verifiedWhat you get

Lead Management features

Automatic de-duplication

A lead is matched by mobile number across every source. Repeat enquiries attach to the existing lead, and true duplicates can be merged with their full history.

Lead scoring (0–100)

Each lead gets an engagement score from profile completeness, source quality, pipeline stage and recent activity, so your team calls the hottest leads first.

Assignment & reassignment

Assign leads one by one, in bulk, or automatically with round-robin rules. Reassign in a click when someone is on leave.

Follow-up reminders

Schedule the next follow-up on every lead and work from a daily follow-up list, so nothing slips.

CSV import

Bring your existing leads in from a spreadsheet. Duplicates are skipped and sources are matched automatically.

Complete lead timeline

Calls, WhatsApp messages, notes, stage changes and form submissions are logged in one chronological timeline on each lead.

Custom fields & industry profiles

Add your own fields, or switch on a ready-made profile for education, real estate, finance, healthcare, travel, automotive or B2B.

Role-based access

Agents see their own leads; managers see their team; admins see everything.

routeHow it works

Up and running in 3 steps

  1. 1

    Connect your sources

    Link your WhatsApp number, Meta lead ad forms, website forms and IVR provider.

  2. 2

    Leads flow in automatically

    Every enquiry is normalised, de-duplicated and tagged with its source and campaign.

  3. 3

    Assign and follow up

    Leads are assigned to agents, scored, and moved through your pipeline until they convert.

helpFAQ

Lead Management — frequently asked questions

Lead management software collects enquiries from all your marketing channels into one place, removes duplicates, assigns them to salespeople and tracks every follow-up until the lead becomes a customer or is closed.
Meta (Facebook and Instagram) lead ads, Click-to-WhatsApp ads, inbound WhatsApp messages, embeddable website forms, IVR / call tracking providers, CSV imports and the REST API.
Leads are matched on mobile number. A new enquiry from an existing number is attached to the existing lead instead of creating a copy, and existing duplicates can be merged with their history.
Yes. Automation rules and workflows can assign new leads by round-robin or by conditions such as source, city or campaign.
appsRelated

Works great with

Lead Capture Forms & Integrations

Embed branded lead forms and sync Meta lead ads, Click-to-WhatsApp chats and IVR calls straight into your CRM with source and campaign attribution.

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Sales Pipeline & Deals

Drag-and-drop sales pipelines with custom stages for your industry. Track deal value, spot bottlenecks and forecast revenue.

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Workflow Automation & Visual Builder

Automate lead assignment, WhatsApp follow-ups and status updates with no-code rules and a drag-and-drop visual workflow builder.

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Lead Attribution

Track every touchpoint of a lead with UTM tags, campaign and ad IDs and click IDs (gclid, fbclid, ctwa_clid). See first and last touch on each lead.

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