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Lead management

Every lead captured.
Every lead worked.

Getlead pulls every enquiry — from your ads, website forms, phone calls and chat — into one queue, hands it to the right rep, and tracks every follow-up until the lead becomes a customer.

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At a glance

What is lead management software?

Lead management software captures every enquiry your business receives — from ads, website forms, phone calls and chat — into one queue, assigns each lead to the right salesperson, and tracks every follow-up until the lead becomes a customer. Getlead CRM adds source tracking, lead scoring and automatic follow-up tasks, included in every plan from ₹599 per user per month — so no lead is forgotten, and you always know which channels bring buyers.

Lead management in Getlead — quick facts
CategoryLead management software
Best forSMB & mid-size sales teams
PricingFrom ₹599 / user / month
Free trial7 days, no credit card
Lead sourcesAds · website forms · calls · chat
PlatformsWeb · Android · iOS

How it earns its keep

From first click to first conversation, automatically

Three jobs the lead module does for you the moment an enquiry arrives — before anyone has touched a keyboard.

Capture

Every source, one queue

Connect your ad accounts, website forms, phone lines and chat once. From then on, every enquiry lands in Getlead the moment it arrives — tagged with its source, before a competitor has even replied.

  • Facebook lead ads flow straight into the queue — no exports, no copy-paste
  • Website forms & chat captured with the full enquiry attached
  • Phone calls logged as leads, so call-ins count too
  • Spreadsheet import brings your existing leads over in one upload
See all lead-source integrations
Getlead lead settings listing every lead source configured for the business

Routing

The right lead on the right desk, instantly

Leads don't sit in a shared inbox waiting to be claimed. Assignment rules route each one the moment it arrives, and you can watch in real time who's working what.

  • Round-robin distribution shares incoming leads fairly across the team
  • Territory & source rules send leads by location or channel
  • Real-time monitoring shows every lead's owner and state — no orphans
See how follow-up tasks work
The Getlead workflow builder, where the rules that route incoming leads are set up

Tracking

Status, source and history on every lead

Every lead carries its status, its source and a complete timeline of calls, notes and follow-ups. Anyone can pick it up and know exactly where it stands — and you know exactly which ads actually pay.

  • Lead status tracking from new enquiry to converted customer
  • Source tracking ties every closed deal back to the channel it came from
  • Lead scoring puts likely buyers at the top of the queue
  • Dashboards & reports with real-time lead and conversion numbers
See the pipeline these leads feed
A Getlead lead record showing its status, source, owner and full activity history

Also in this module

The quieter tools that keep the queue honest

Lead scoring & segmentation

Score leads on quality and segment them by source, status or behaviour, so reps spend their best hours on the leads most likely to buy.

Role-based permissions

Control who can see, edit and reassign which leads. Reps see their queue; managers see everything.

Lead-to-deal conversion

One step turns a qualified lead into a deal — contact details, source and history carry over to the pipeline.

Explore deal management

The workflow

From enquiry to customer in three moves

This is the whole job. Getlead handles the first two steps for you and keeps score on the third.

1

Capture

Connect ads, forms, calls and chat. Every enquiry lands in one queue with its source attached — nothing waits in an inbox.

2

Qualify

Routing rules assign an owner, lead scores set the order, and follow-up tasks keep every conversation moving on time.

3

Convert

Turn qualified leads into deals in one step — history carries over, and the pipeline tracks them through to won.

FAQ

Lead management, answered plainly

What is lead management software?

Lead management software captures enquiries from ads, website forms, phone calls and chat into one queue, assigns each lead to a salesperson, and tracks every follow-up until the lead becomes a customer. Getlead CRM adds source tracking, lead scoring and automatic follow-up tasks, so no lead is forgotten.

How does Getlead capture leads automatically?

You connect your lead sources once — ad accounts (including Facebook lead ads), website forms, phone lines and chat. From then on, every new enquiry lands in Getlead the moment it arrives, tagged with its source and assigned to an owner by your routing rules.

Can I import existing leads?

Yes. Import your existing leads and contacts from a spreadsheet in one upload. Imported leads keep their details, can be assigned to owners, and are worked exactly like any other lead in the pipeline.

How much does it cost?

Lead management is included in every Getlead CRM plan — there is no separate module fee. Getlead costs ₹599 per user per month billed yearly, or ₹899 billed monthly, with every feature included. Every account starts with a 7-day free trial, no credit card required.

How does lead assignment work in Getlead CRM?

Assignment rules give every new lead an owner the moment it arrives — by territory, by source or round-robin — along with a follow-up deadline. Nothing waits in a shared inbox for someone to claim it, and a manager can see immediately which leads are unworked and who is carrying them.

Can I see which lead sources actually produce customers?

Yes. Every lead keeps the source it came from all the way through to the closed deal, so reports compare ads, forms, calls and chat on leads received, follow-ups completed and revenue won. That is the difference between knowing which channel is cheapest and knowing which one pays.

Does lead management work on the mobile app?

Yes. The Android and iOS apps are included in the same price as the web app. A rep can open the queue, call a lead, log the outcome and complete a follow-up from a phone, so a field visit does not become a pile of data entry later that evening.

The fastest reply usually wins the deal

Reply in 30 seconds,
not 30 minutes.

Getlead catches the enquiry, alerts the right rep, and keeps every follow-up on track — so speed stops being luck.

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