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Lead management

Know who owns every enquiry and what happens next.

Keep enquiries from WhatsApp, website, phone, exhibitions and salespeople in one place. Give every enquiry an owner, a next action and a clear status.

Check your lead workload See how lead management works

Enquiries today

  • WhatsApp
  • Website
  • Phone
  • Exhibition
  • Referral

  • Kamath Traders

    Bearing enquiry

    Owner
    Anil
    Next
    Call tomorrow
    Status
    Follow-up

  • Nandi Motors

    Drive belt enquiry

    Owner
    not set
    Next
    not set
    Status
    New

    Needs an owner and a next action

Receiving an enquiry is not enough. It needs an owner and a next action.

Lead follow-up load

How many enquiries does your sales team need to manage every month?

Enter a few numbers from your business. We’ll show the follow-up load your team is handling.

Your numbers

Change any figure and the estimate updates as you go.

  1. Include WhatsApp, website, phone, exhibitions, IndiaMART, referrals and salespeople.

  3. 3
    110

    Calls, messages, quotation follow-ups or other next actions.

  4. 20%
    0%100%

    For example, nobody knows who should call next or when to follow up.

How we calculate this
  1. We multiply your enquiries a month by the follow-ups one enquiry usually needs.
  2. We divide your enquiries a month by the number of salespeople handling them.
  3. We apply the percentage you gave to get the enquiries that may need attention.
  4. Daily estimate uses 22 working days per month, rounded to a whole number.

This is a simple estimate from the numbers you entered. It does not mean every follow-up can be automated or removed.

Where leads get lost

An enquiry can be received and still be forgotten.

  1. 01Received

    Where did this enquiry come from?

    • WhatsApp
    • website
    • salesperson
    • exhibition

  2. 02Ownership

    Who is responsible for it?

    • Assigned salesperson
    • shared inbox
    • nobody clear

  3. 03Next action

    What happens next?

    • Call tomorrow
    • send quotation
    • visit customer
    • no next action

  4. 04Follow-up

    Did it happen?

    • Done
    • overdue
    • customer replied
    • still waiting

  5. 05Status

    Can the manager see what is happening?

    • New
    • contacted
    • quote sent
    • won
    • lost

Every enquiry should answer three questions.

Example enquiry

Kamath Traders

Ball bearing 6204 · 120 nos

Who?
Anil D.
What next?
Call tomorrow
Where is it?
Quotation sent
Source
WhatsApp
Value
₹2,40,000
Last activity
Today 11:42

OwnerNext actionStatus

Sales manager view

See which enquiries need attention today.

Example

  • 6No owner
  • 17Follow-up overdue
  • 9No next action
  • 11Quote waiting

From the board

  • Nandi MotorsNo ownerArrived on WhatsApp yesterdayNo owner yet
  • Sri Lakshmi StoresFollow-up overdueCall was due three days agoOwner
  • Bharat ToolsNo next actionContacted, nothing planned afterOwner
  • Vaibhav AgenciesQuote waitingQuotation sent six days agoOwner

The manager sees the enquiries that need attention, instead of asking every salesperson for an update.

Bring enquiries in from wherever they start.

Once the enquiry is captured, the same lead process can handle ownership, follow-up and status.

When it gets serious

Move it into the sales pipeline

When the enquiry becomes serious, move it into the sales pipeline.

Explore Sales Pipeline
  1. Lead
  2. Opportunity
  3. Quote
  4. Order

Build around your lead process.

Keep every enquiry moving.

Show us how enquiries reach your team today. We’ll help you organise ownership, follow-up and the next action.

Start Business AuditTalk to us