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Feature

Track every lead from first contact to closed deal

A complete lead lifecycle system with status pipeline, activity log, follow-up tracking and sales team assignment. Built for Indian B2B sales cycles.

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Pipeline

9-stage sales pipeline

New → Contacted → Warm → Hot → Engaged → Sample sent → RFQ → Quoted → PO received. Every stage tracked with timestamps. Full history of every status change.

  • ✓One-tap status updates
  • ✓Status change history with reason
  • ✓Time in stage analytics
  • ✓Lead score auto-calculated
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Assignment

Territory-based lead assignment

Assign leads by rep, territory or product family. Managers see all leads. Reps see only their own. Auto-assign by rules based on account location or product.

  • ✓Territory-based assignment
  • ✓Auto-assign rules
  • ✓Manager sees all, rep sees own
  • ✓Campaign attribution tracking
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Marketing

Marketing attribution that actually works

Every lead tagged with UTM source, campaign and medium. Marketing dashboard shows which campaign generated which pipeline and revenue. Sales and marketing finally agree.

  • ✓UTM parameter capture
  • ✓Campaign ROI dashboard
  • ✓Lead source reporting
  • ✓Marketing vs sales transparency
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Related: CRM overview · Quote builder · Lead management · Pricing · vs Salesforce · vs Zoho

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