Lead Management Module

Project Overview – Lead Management Module in CRM

The Lead Management module is a core feature of our CRM Software, built to help sales teams capture, organize, assign, and convert leads efficiently. This module centralizes leads coming from multiple sources such as website forms, Facebook Ads, Google Ads, and manual imports into one unified dashboard.

Sales agents can easily track lead status, set follow-up reminders, log calls, and update lead stages in real time. Managers get complete visibility into the sales pipeline, response times, and conversion rates, enabling data-driven decision-making.

 Key Features

• Multi-source lead capture (Website, Ads, CSV import)
• Auto lead assignment to sales agents
• Custom lead stages (New, Contacted, Qualified, Won/Lost)
• Follow-up reminders & task management
• Call logs, notes & activity tracking
• Duplicate lead detection
• Real-time pipeline view for managers

 Business Impact

• Faster lead response time
• Higher lead-to-conversion ratio
• Better accountability for sales teams
• Clear visibility of sales performance

This Lead Management module helps businesses build a structured sales process and ensure no lead is missed.

 Want this lead management system for your sales team? Book a free CRM demo today