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

  • โœ“One-tap status updates
  • โœ“Status change history with reason
  • โœ“Time in stage analytics
  • โœ“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.

  • โœ“Territory-based assignment
  • โœ“Auto-assign rules
  • โœ“Manager sees all, rep sees own
  • โœ“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.

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

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