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Incognizent Technologies
Sales CRM

Lead Management System

Capture, nurture and convert every lead with a visual pipeline

Lead response time
< 5 min
Conversion uplift
+38%
Leads tracked
500k+

Overview

Leads slip through the cracks when they live in notebooks and WhatsApp chats. The Lead Management System captures leads automatically from your website, Facebook and Google ads, IndiaMART, JustDial and WhatsApp, assigns them to the right salesperson and drives action with follow-up tasks and reminders. A visual kanban pipeline and conversion analytics give managers complete visibility.

Key features

  • Auto lead assignment rules
  • Click-to-call & WhatsApp
  • Quotation generation
  • Mobile app for sales teams
  • Activity timeline

Built with

  • Next.js
  • Node.js
  • MongoDB
  • React Native
  • Firebase
  • AWS

Ideal for

  • Real Estate
  • Education
  • Manufacturing
  • Financial Services

Modules

  • Lead Capture

    Auto-import from website forms, Meta & Google lead ads, IndiaMART, JustDial and WhatsApp.

  • Pipeline Kanban

    Drag leads across custom stages with probability-weighted revenue forecasts.

  • Customers & Contacts

    360-degree customer profiles with interactions, deals and documents.

  • Tasks & Follow-ups

    Calls, meetings and reminders with mobile notifications so no follow-up is missed.

  • Reports

    Source-wise conversion, salesperson performance and pipeline velocity.

Let's build together

Get your own Lead Management System

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