Product
CRM & Leads —
every enquiry, one pipeline.
Capture, assign and follow up on every lead before it goes cold — from calls, WhatsApp and web forms, in one place.
100% free · No signup required
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What's included
Built to stop leads slipping through
Omnichannel capture
Calls, WhatsApp, web forms and walk-ins all land in the same pipeline.
Automatic assignment
New leads route to a salesperson immediately, not a shared inbox.
Follow-up reminders
A lead untouched for too long surfaces on its own, before it goes cold.
Conversion reporting
See win rate by source and by salesperson, not just total leads.
CRM & Leads is the core of CRM Force — where every enquiry, from a phone call to a WhatsApp message to a website form, lands in one pipeline instead of three disconnected places. It's built specifically to remove the two most common failure points in lead handling: leads that never get assigned, and leads that get assigned but never followed up.
What it replaces
Most small businesses run leads through a mix of a notebook, a shared WhatsApp number, and maybe a spreadsheet. Nobody owns follow-up, and there's no real way to tell which leads convert and which quietly go cold. CRM & Leads replaces all of that with one pipeline, visible to the whole team.
How it works day to day
- A new enquiry — call, WhatsApp, form or walk-in — creates a lead automatically and assigns it to a salesperson.
- Follow-up reminders surface based on pipeline stage, so a quote sent three days ago with no reply gets flagged.
- WhatsApp conversations log directly against the lead record — see our guide on CRM with WhatsApp integration.
- A won deal converts straight into a customer record and can generate a GST invoice without re-entering details.
Pre-configured for your industry
CRM & Leads isn't a blank pipeline you build from scratch — it ships pre-configured for 18 specific industries, with the fields and stages that actually match how that trade sells, from a real estate enquiry to a hospital appointment booking.
Frequently asked questions
Does CRM & Leads work with WhatsApp?
Yes — leads and conversations from WhatsApp log directly against the lead record, with automated follow-ups available through the WhatsApp Business API.
Is lead assignment automatic?
Yes, new leads are routed to a salesperson automatically based on your team's assignment rules, rather than sitting in a shared inbox.
Is CRM & Leads sold separately from the rest of CRM Force?
It's included in every CRM Force plan alongside GST billing, inventory and HRMS — not a separate purchase.
Related: Lead management software India · CRM with WhatsApp integration · HRMS & Payroll · CRM Force for freelancers & consultants