Frequently asked questions

Every lead carries name, email, phone, designation, company name, website, address, source, status, priority (High / Medium / Low), expected value, description, products of interest, and assigned team members. Each lead also gets a unique LD-00001 style ID. You can extend the form with custom fields (text, textarea, number, email, phone, date, dropdown, or checkbox) from Lead Settings.

The Lead Board is a kanban view where every lead is a card grouped under your statuses. Drag a card to a new column to move it through the pipeline — the status updates instantly. Click any card to open the full lead detail with its activity timeline.

For any lead you can schedule a follow-up of type Call, Email, Meeting, Demo, Visit, or Other. The Follow-ups page lists everything across the team with statuses Upcoming, Completed, or Cancelled, so reps know exactly what to do next and nothing slips.

Yes. From Lead Settings you can add or rename your own pipeline statuses, define your own lead sources/types, and create custom fields (text, textarea, number, email, phone, date, dropdown, checkbox) that appear in the Add Lead form.

Yes. Add Team Members from the Team Members page. The company admin gets full access; team members get a focused view (Dashboard, Leads, Lead Board, Follow-ups). For other staff, you control which modules they see — Leads, Lead Board, Follow-ups, Team Performance, Products & Services, Team Members, Lead Settings, Subscriptions, Settings — by ticking the modules to assign.

Yes. The Team Performance page shows metrics per team member so owners and managers can compare reps without asking for a status report.

Yes. The Products & Services page lets you maintain a catalog of what you sell and attach those products to a lead, so you can see which products convert and which do not.

Yes. From the Quotes page (or the Quotes card on any lead) you can create a GST quotation for a lead — the client details are prefilled from the lead. Add items from your Products & Services catalog with HSN/SAC codes, apply a per-item or overall discount (% or a fixed ₹ amount), and GST is calculated automatically as CGST + SGST for your own state or IGST for other states. Each quote gets an auto-generated number (e.g. QT-0001), and you can download it as a PDF, email it to the client with the PDF attached, or share a PDF download link on WhatsApp. Track each quote as Draft, Sent, Accepted, Rejected, or Expired, and every quote event appears on the lead's activity timeline. Your logo, signature, GSTIN, bank/UPI details, numbering prefix, validity days, and default terms are set once in Quote Settings.

A morning glance at the whole pipeline — total leads, hot leads, deals won, revenue this month, conversion rate, and a lead conversion funnel — so the owner does not need to ping the team for updates.

Each plan defines a lead limit, a team-member limit, and a validity period. From My Subscriptions you can see your active plan, days left, payment history, and upgrade to a larger plan when you outgrow your current one.

Sign up with your company details, activate your account from the email we send, then add your team members and start capturing leads. Sample setup takes a couple of minutes.