Leads CRM

Every lead in one list. Every follow-up on time.

Leads from Meta ad forms, your website, WhatsApp and walk-ins land in one place, with a status, an owner and a next step. Follow-ups become tasks on the same bot your team already answers.

Built with real estate brokers, agencies and distributors in Ahmedabad

Capture

Leads arrive by themselves

Connect your Meta lead forms once and every new lead is in the CRM within a minute, with the form answers. Website forms, WhatsApp messages to your number and business-card photos sent to Kavya land in the same list.

  • Meta (Facebook and Instagram) lead forms, synced automatically
  • Website form, WhatsApp, business-card photo, Excel import
  • Duplicates by phone are merged, not doubled
  • Each lead gets an owner by rule: by area, by source, or round-robin
New lead · Meta form · 2 min ago
Neel Patel · +91 98xxx xxxxx · 2BHK, Gandhinagar · budget 60–70L
Owner: Darshan (round-robin) · Stage: New
Next: AI call in 5 min → visit booking
Pipeline

A pipeline built for how Indian sales teams work

Stages you rename to your own words. Notes, calls, WhatsApp messages and visits on one timeline per lead. A 'next step' with a date on every open lead, so nothing sits without a plan.

  • Stages: New · Contacted · Qualified · Visit booked · Negotiation · Converted · Lost, renamed as you like
  • Timeline of every call, message and note
  • Filters by owner, source, stage, area, budget, date
  • Bulk actions: assign, stage, message, AI-call
Visit booked · Sat 11:00 · Shilp Shaligram
Timeline
Tue 10:14 · AI call · Priya · visit_booked · 2:40 min · recording ▶
Tue 10:16 · WhatsApp · visit confirmation sent
Fri 18:00 · Task #88 · Darshan · reminder call before visit
Follow-up

Follow-ups that go to WhatsApp, not to a to-do list nobody opens

Every next step is a task for its owner on the task bot: a reminder before the visit, a call-back at the time the customer asked for, a nudge when a quote has had no reply. Done on WhatsApp, logged on the lead.

  • Call-back time promised on a call becomes a task at that time
  • Visit reminders to your team and to the customer
  • Overdue follow-ups escalate like any other task
  • Lead agents: rules that act on their own, like 'AI-call every new Meta lead within 5 minutes'
Friday
Callback promised: Neel, 2BHK Gandhinagar, by Fri 6:00 pm (asked for 'shaam ko' at 10:14) · +91 98xxx xxxxx5:30 pm
Done, visit confirmed Sat 115:52 pm
#88 done. Lead moved to Visit booked.5:52 pm
Reports

Reports an owner actually reads

New leads by source and day, how fast each person responds, conversion by stage, pending follow-ups by owner, and the cost per lead when ads are connected. On the dashboard, and a weekly summary on WhatsApp.

  • Response time per person
  • Conversion funnel by source
  • Pending and overdue follow-ups by owner
  • Export to Excel any time
This week · 64 new leads · 41 contacted within 10 min · 12 visits booked · 3 converted
Pending follow-ups: Darshan 6 · Dhara 2 · Mohit 9 ⚠
Questions

About the leads CRM

Can I import my existing leads?

Yes, from Excel or CSV with a column mapping step. Phone numbers are normalised and duplicates merged. We help with the first import on a call if you want.

Do I need Meta ads for this to be useful?

No. Many teams use it for WhatsApp enquiries, walk-ins and referrals only. The Meta sync is there when you run ads.

How many logins do I get?

Starter has 1, Growth 3, Scale 10. Your field team doesn't need a login: their follow-ups come as WhatsApp tasks and their DONE replies update the lead.

Can the AI call my leads?

Yes, on Growth and Scale. Priya, the AI calling agent, calls new leads in Hinglish, qualifies them and books visits or callbacks, and writes the outcome on the lead.

3-day free trial · no card

Put this week's leads in and see the difference by Friday.

You'll get a message from Kavya within the hour with your QR code and a 2-minute setup guide. Prefer a call? Dial +91 22 6998 3445 and talk to Priya, our AI agent. She'll book it.

We'll WhatsApp you once to confirm. No spam, no calls unless you ask.
One last step: tap the button and send the message it opens. That starts your trial.
Confirm on WhatsApp
Code · or send "YES " to +91 87330 63010
Couldn't send just now. WhatsApp us at +91 87330 63010 and we'll set you up.