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What is Getlead CRM?

Getlead CRM is an all-in-one platform to capture leads, manage deals, run outreach campaigns, and organise your sales team — built around a simple promise: Connect · Analyse · Convert.

The core modules

Leads Capture and track every prospect, with sources, statuses, purposes and custom fields.
Deals Manage revenue opportunities through customisable types and pipeline stages.
Campaigns Group leads into targeted outreach campaigns and track their progress.
Tasks & Calls Log calls, set call statuses, and use feedback templates to work faster.
Reports Understand performance across leads, deals and agents.
Integrations & Automations Connect Facebook, APIs and providers, and automate repetitive work.

How everything fits together

A typical journey looks like this:

  1. A lead comes in — manually, from a form, or from an integration like Facebook Lead Ads.
  2. You work the lead — call them, log the outcome, and move them through your lead statuses.
  3. Interest becomes a deal — you create a deal linked to that lead and track it to close.
  4. You scale outreach — group leads into campaigns to run coordinated follow-ups.
  5. You tune the system — Settings let you shape sources, statuses, fields, branches and automations to fit how your business actually works.

The rest of this help centre walks through each of these steps with real screenshots. Start with Add a Lead.