Lead management
CRM Dialer pulls leads from portals, ads and website forms into one queue, removes duplicates, assigns them by your rules and puts them on a telecaller's dialer within minutes. Leads nobody touches get escalated, not forgotten.
Project = Wakad
Language = Marathi
→ round-robin
01The real problem
A Facebook lead comes in at 9:47 pm. An IndiaMART buy-lead arrives during lunch. Someone forwards a JustDial enquiry to the sales WhatsApp group with "pls call". By the next morning, three people have seen these leads and nobody has called them.
That is how most Indian sales teams lose business. The leads are not bad. They sit in five different inboxes, an Excel sheet that two people edit at once and a WhatsApp group nobody scrolls back through. Good lead management software in India has one job before anything else: get every enquiry into one place, in front of one owner, with a clock running.
New 38
Contacted 24
Site visit 9
Won 4
US firms that responded to a web lead within an hour were nearly 7× as likely to qualify it as firms an hour slower.
Source: Harvard Business Review, "The Short Life of Online Sales Leads" (2011)
03Lead sources
That HBR audit is US data from 2011, so read it as direction rather than a promise for your funnel. The same study found 23% of firms never responded at all. Speed starts with capture, so every source below is included on every plan. See the full list on our <a href="/integrations/">integrations page</a>.
Leads from Meta lead forms arrive in CRM Dialer seconds after the form is submitted, with the campaign, ad set and form name stored on the lead. Your telecaller knows which offer the person responded to before saying hello.
Lead form extensions push straight into your queue, tagged with the campaign, so you can see which keywords bring callable leads.
Buy-leads and enquiries sync automatically. No more logging in to the seller panel every hour to copy numbers into a sheet.
Property enquiries come in with the listing or project they were about, ready for project-wise routing.
Connect WordPress or any custom form, and store the page URL and UTM tags with each lead.
Import old data or event lists in bulk. Imported lists are checked against DND/NCPR before anyone dials.
If a tool can send a webhook, it can create a lead. Use this for chatbots, aggregators and your own apps.
04How it works
Here is what happens to a single lead from the moment it is created. You set the rules once; the system runs them on every lead, at 3 pm or 3 am.
The lead arrives from its source with name, phone, source, campaign, consent text and timestamp. Custom fields like city, budget, course or loan amount are mapped automatically.
CRM Dialer checks the phone number against existing leads. If Ramesh enquired on 99acres last week and on Facebook today, you get one lead with two touchpoints, not two telecallers calling him ten minutes apart.
Your assignment rules pick an owner: round-robin, by source, by city, by language, by product or by who is on shift. The lead lands on that person's phone with a notification.
New leads jump to the top of the telecaller's power dialer queue. One tap starts the call from their own SIM, and the outcome is recorded the moment the call ends.
Every outcome sets the next step. If a new lead stays untouched past your limit, say 15 minutes during working hours, it is flagged to the team lead and can be reassigned automatically.
05Assignment rules
Plain round-robin works for a team of four. It breaks the day you hire a Tamil-speaking telecaller for Chennai leads, put your best closer on high-ticket enquiries, or split the floor into morning and evening shifts.
CRM Dialer lets you stack rules in order. The first rule that matches wins, and anything left over falls back to round-robin. Change a rule on Monday morning and it applies to the next lead, with no IT ticket and no re-import.
Project = Wakad
Language = Marathi
→ round-robin
06Before and after
Most teams we speak to are running on some version of the left-hand column. It works until volume grows or someone quits.
| Situation | Excel sheet and WhatsApp groups | CRM Dialer |
|---|---|---|
| A new lead arrives at night | Seen next morning, if someone checks the portal | Assigned instantly and first in the owner's queue at login |
| The same person enquires twice | Two rows, often two different telecallers calling | Merged into one lead with both sources recorded |
| Deciding who calls | Manager forwards leads by hand in the group | Rules assign every lead the moment it is created |
| Remembering a callback | Telecaller's memory or a paper diary | Reminder on the phone at the exact time, with the lead's history |
| Knowing what was done | Ask each person at the evening meeting | Call log, talk time and outcomes for every lead |
| A telecaller resigns | Their leads and notes leave with their phone | Leads reassigned in two clicks, full history intact |
Speed-to-lead figures cited above come from a 2011 US study published in Harvard Business Review. Your results will depend on your market, offer and team.
07Dispositions and follow-ups
FAQ
It collects enquiries from every source into one list, removes duplicates, gives each lead an owner, and tracks every call, outcome and follow-up until the lead converts or closes. In CRM Dialer the dialer is part of the same system, so the call and the record update together and nobody has to type up their day at 6 pm.
Facebook and Instagram Lead Ads, Google Ads lead forms, website forms, IndiaMART, JustDial, TradeIndia, 99acres, MagicBricks, Housing.com, Google Sheets, CSV or Excel uploads, and anything that can send a webhook through Zapier, Pabbly or our API. All of them are included on every plan. See integrations.
When a lead arrives, CRM Dialer matches the phone number (and email, if you choose) against existing leads. A match is merged into the existing record with the new source added, and stays with its current owner. You can review merges in the activity history.
Yes. You can stack rules by source, city or pin code, language, product, project or course, and working hours, with round-robin or weighted distribution as the fallback. You can also set daily caps per person.
You set a time limit for first contact. If a lead is still untouched after it, the team lead is alerted and the lead can be reassigned automatically. The report on first-call time shows how fast each person reaches new leads, so speed becomes something you can manage. Our telecalling productivity guide covers how to set realistic targets.
Plans are priced per user per month, billed monthly, with every lead-source integration included. There is a 14-day free trial. See pricing for current plans; GST is extra.