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Track Every Lead.
Complete Every Task.
Nurture Every Relationship.

From capturing new leads to nurturing long-term clients, our Lead, Task & Account Management module helps you build a high-performing, customer-centric business. With one central platform to manage contacts, communication, follow-ups, and sales history, your teams can focus on what matters most — building relationships that convert.

Whether you’re in B2B or B2C, this system turns disjointed data into structured workflows that drive growth.

What Problems We Solve

Leads get lost or go cold due to poor follow-up
No centralized system for managing sales activities
Difficulty tracking past conversations, meetings, and deals
Reps forget tasks or miss deadlines
No visibility into customer lifecycle or account health

Key Features

Lead Capture and Classification

  • Automatically capture leads from multiple sources — website forms, campaigns, cold calls, or walk-ins
  • Classify by stage, source, geography, or priority
  • Assign leads to specific teams or sales reps

Smart Task Management

  • Create, assign, and track tasks linked to leads or accounts
  • Set reminders for follow-ups, calls, meetings, or document submissions
  • Get automatic alerts for overdue or pending actions

Account 360° View

  • Maintain detailed customer profiles including contact info, location, decision makers, transaction history, and preferences
  • Track product-wise buying behavior, past issues, and current engagement level
  • Group accounts by segment, industry, or size for targeted strategies

Lead-to-Deal Progression

  • Update stages (New → Contacted → Demoed → Quoted → Converted) with one click
  • Visual pipeline view to prioritize and manage active opportunities
  • Add notes, upload documents, and log meeting outcomes in real time

Reminders and Activity Logs

  • Get automated email/app reminders before every scheduled task
  • View chronological history of every interaction — great for both sales and service teams

Performance Insights and Reporting

  • Know which sources bring the most qualified leads
  • Track conversion ratios, average deal time, and inactive leads
  • View sales rep-wise and region-wise performance dashboards

Collaboration Across Teams

  • Share notes or reassign leads/tasks between marketing, pre-sales, and sales teams
  • Avoid duplication of efforts and ensure smooth handovers from lead to account

Secure, Scalable and Configurable

  • Role-based access: Only relevant teams see what they need
  • Works for small teams or large enterprises
  • Fully customizable to match your lead stages, sales process, or approval flow
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Business Impact

Never miss a lead or task again

Improve response times and follow-up consistency

Stronger conversion rates with structured lead handling

Better customer experience through personalized engagement

Higher accountability across your sales & service teams

Why Choose Us?

1

Designed to align with real-world sales cycles

2

Seamlessly integrates with your CRM, ERP, or third-party tools

3

Mobile-ready for field teams and remote collaboration

4

Backed by industry experience across TMT, FMCG, Pharma, Manufacturing & Services

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Your Smarter Sales Journey Starts Here.

Let us show you how our solutions make it seamless.

Book A Demo