Lead management

Every lead captured, assigned and followed up

Leads leak in three places: capture, assignment and follow-up. Sales Daddy closes all three — every inquiry lands in one list within minutes, gets an owner by rule, and carries a next step until it converts or is honestly marked lost.

The problem

Why teams switch

Leads arrive where nobody looks

Portal digests go to one email, ad leads sit in a Meta CSV, website forms land in an inbox nobody owns. By the time someone checks, the buyer has moved on.

Assignment happens tomorrow morning

Leads collected overnight wait for a manager to distribute them. The first call happens 14 hours after the inquiry — long after a competitor’s.

No lead has a next step

The rep calls once, notes “interested”, and moves on. Without a scheduled follow-up on every lead, the pipeline is a list of one-call attempts.

Duplicates and dead rows pile up

The same buyer inquires on IndiaMART and your website and becomes two leads with two owners. Meanwhile lost leads are never marked, so the list stops meaning anything.

How it works

From first inquiry to done

  1. 1
    Every source, one inbox
    Meta and Google lead forms, IndiaMART, Justdial, TradeIndia, website forms and chatbot conversations arrive in a single lead list within minutes.
  2. 2
    Rules assign in seconds
    Route by source, city, product or round-robin. The rep gets a notification while the inquiry is still warm.
  3. 3
    First touch is logged
    Click-to-call and WhatsApp both log automatically, so “contacted” means an actual call or chat happened — not a checkbox.
  4. 4
    Next step, always
    Every disposition asks for the next follow-up. Tasks and reminders queue the call so nothing depends on a rep’s memory.
  5. 5
    Stalled leads surface
    Managers see leads with overdue follow-ups and leads with no owner in one view, and can reassign in a click.
  6. 6
    Honest outcomes
    Won and lost reasons feed source ROI reports, so next month’s budget follows the sources that actually convert.
In the product

What your team actually sees

Leads — all sources
  • Deepak Verma
    98401 2xx41
    FB Adsauto-assigned 12s ago
  • Sangeetha M
    90031 8xx77
    IndiaMART4 min ago
  • Imran Khan
    99620 4xx19
    Website18 min ago
  • Lakshmi Narayanan
    94441 7xx02
    Justdial32 min ago
  • Rohit Bansal
    98110 5xx63
    IndiaMART1 hr ago

One inbox for every source — with assignment already done.

AI inside

AI works the top of the funnel

Before a rep touches the lead, AI has already moved it forward.

  • The website chatbot asks qualifying questions and files the answers on the lead
  • AI drafts the first WhatsApp reply so the rep responds in seconds, not hours
  • Call summaries land on the lead automatically after every conversation
  • Lead status updates itself from real activity — a call marks Contacted, a payment marks Converted
Capabilities

Everything this runs on

Capture

Portal and ad sync

IndiaMART, Justdial, TradeIndia, Meta and Google Ads lead forms — synced within minutes.

Website and chatbot leads

Forms and AI chatbot conversations become leads with the conversation attached.

Duplicate detection

Repeat inquiries merge into the existing lead so history stays in one place.

Assignment and follow-up

Assignment rules

By source, city, product or round-robin — with instant notification to the rep.

Follow-up tasks

Every lead carries a dated next step; overdue ones escalate to the manager view.

Custom stages

Define the pipeline stages that match your sale, from inquiry to payment.

Reassignment

Move leads between reps in bulk when someone is on leave or exits.

Visibility

Fresh-lead SLA view

See untouched leads and time-to-first-call by rep, every day.

Source reports

Leads, conversions and revenue by source and campaign.

Activity timeline

Calls, chats, notes, quotes and payments in one scrollable history per lead.

Questions teams ask us

How fast do leads arrive from portals and ads?

Within minutes. Meta and Google lead forms, IndiaMART, Justdial and TradeIndia inquiries sync automatically, so reps work from one list instead of refreshing five inboxes.

Can leads be assigned automatically?

Yes. Assignment rules route by source, city, product or round-robin the moment a lead arrives, and the rep is notified immediately. Manual and bulk reassignment are always available.

How do you stop leads from being forgotten?

Every lead carries a next follow-up with a due time. When it is overdue, it surfaces in the manager’s view. Reminders queue the call for the rep, so the second and third touches actually happen.

What happens with duplicate inquiries?

If the same phone number inquires again — even from a different source — the inquiry attaches to the existing lead, keeping one history and one owner instead of two competing rows.

Can I import my existing leads?

Yes, bulk import brings in your current Excel or CSV list with sources, owners and stages mapped, so you start with your full pipeline rather than an empty CRM.

Does lead status update automatically?

Yes. A logged call can mark a lead Contacted, a sent payment link marks Payment Link Sent, and a successful payment marks Converted — driven by real activity, not manual updates.

See it working with your own leads

Free trial, no card. Connect a lead source, make a call, send a payment link — then decide.