YourLeadDesk
All features
Feature

Lead Management & CRM

One record per lead — however they reached you.

Leads from calls, WhatsApp, forms and ads land in one place, tagged by source and moved through stages you define. Reminders bring older leads back to your team's attention automatically, instead of relying on someone remembering to check a spreadsheet.

What it does

The details that make this useful day to day

Unified lead records

Calls, WhatsApp messages and form submissions for the same person are linked to one record.

Custom pipeline stages

Define the stages that match how your team actually qualifies and closes — not a generic preset.

Source tagging

Know whether a lead came from a call, an ad, a referral or a walk-in, without manual tagging.

Automatic follow-up reminders

Leads that haven't been contacted in a set number of days surface automatically for your team.

Notes & activity timeline

Every call, message and status change for a lead is visible in one timeline.

Bulk import & export

Bring in existing leads from a spreadsheet, and export anytime — your data isn't locked in.

Want to see Lead Management & CRM set up for your team?

Tell us how your team currently handles this, and we’ll show you what changes.

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