LeadManagement
Product tour

Everything LeadManagement can do

A full lead-to-cash CRM engineered for small teams. Eight screens, one product. Built for teams that grow without ads.

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Lead Board

Your whole pipeline, at a glance

Drag every lead across six stages — New, Contacted, Qualified, Proposal, Won, Lost. Colored columns, priority dots, and "days in stage" badges mean you can read the board in three seconds.

  • Drag-and-drop across stages
  • Priority flags and deal value on every card
  • Owner avatars so assignment is obvious
Lead Board
17 active leads
New
4

Rahul Sharma

Tech Solutions

₹1,999/mo

2d J

Priya Verma

Shivam Ltd

₹499/mo

1d P
Contacted
3

Arun Nair

Nair Exports

₹4,999/mo

4d S

Sana Ali

Marble Bay

₹1,999/mo

1d J
Qualified
3

Vikram Patel

Patel Foods

₹4,999/mo

3d P

Neha Singh

Singh & Co

₹1,999/mo

2d A
Proposal
2

Irfan Khan

Khan Digital

₹4,999/mo

6d S
Won
4

Anita Rao

Rao Studios

₹1,999/mo

— J

Deepak Gupta

Gupta & Sons

₹4,999/mo

— P
Lost
1

Ravi Kumar

Kumar Retail

—

— A

Leads

Showing 5 of 229

Lead ID Name Company Source Priority Status
LD-00001 Rahul Sharma Tech Solutions Website high New
LD-00002 Priya Verma Shivam Ltd Referral medium Contacted
LD-00003 Arun Nair Nair Exports LinkedIn high Qualified
LD-00004 Vikram Patel Patel Foods Website high Proposal
LD-00005 Anita Rao Rao Studios Referral medium Won
Leads List

Every lead in a searchable table

Filter by source, priority, status, assignee, or date. Each lead gets a unique ID (LD-00001), phone click-to-call, and one-click edit — so your reps move faster.

  • Multi-filter search across all fields
  • CSV export and import, any time
  • Priority dots (high / medium / low)
Follow-ups

Nothing slips through the cracks

A daily queue of every lead that needs attention — tabbed by Today, Overdue, Upcoming. Calls, emails, and meetings are color-coded so reps know what to do before their second coffee.

  • Overdue follow-ups highlighted red
  • Activity timeline per lead
  • One-click call / email / meeting
Lead Type When Owner Status
Sanjay Rao
LD-00011
 call Overdue · Yesterday John Doe Contacted
Meera Shah
LD-00012
 email Today, 10:30 AM Priya K. Qualified
Raj Mehra
LD-00013
 meeting Today, 3:00 PM Sneha M. Proposal
Divya Iyer
LD-00014
 call Tomorrow, 11:00 AM Amit S. New

Good morning, Priya 👋

Here's your pipeline this month

This month

Total Leads

229

+12% ↑

Hot Leads

15

+4 ↑

Deals Won

14

+3 ↑

Revenue MTD

₹16.6L

+18% ↑

Conversion

73.3%

-2% ↓

Lead Conversion Funnel

Apr 2026
Just Arrived
54
Being Contacted
89
Showing Interest
52
Ready to Buy
34
Dashboard

The whole business on one screen

KPIs, conversion funnel, revenue trend, lead sources, top performers, monthly goal, and today's tasks — all rolled into one morning glance so owners stop pinging their team for updates.

  • Live revenue, conversion, and hot-lead counters
  • Lead sources breakdown to inform SEO spend
  • Team leaderboard with revenue closed
Team

Roles, targets, and reporting lines

Owner, Sales Manager, Sales Executive, Jr. Exec — each with different access levels, monthly revenue targets, and reporting relationships. Onboarding a new rep takes two minutes.

Member Role Reports to Target Status
JD
John Doe
john@wave18.in
 Sr. Sales Executive Rahul Khanna ₹8.0L Active
PK
Priya Khanna
priya@wave18.in
 Sales Executive Rahul Khanna ₹5.0L Active
SM
Sneha Menon
sneha@wave18.in
 Sales Manager — ₹12.0L Active
AS
Amit Shukla
amit@wave18.in
 Jr. Sales Executive John Doe ₹3.0L Inactive
SKU Name Type Price Status
PRD-001
Starter Plan
For solo founders
 Product ₹499 Active
PRD-002
Growth Plan
For growing teams
 Product ₹1,999 Active
SRV-001
Setup Service
One-time onboarding
 Service ₹2,499 Active
SRV-002
Migration
Data import from Zoho
 Service ₹1,499 Inactive
Products & Services

Your catalog, always in reach

Define products and services once, then attach them to leads, quotes, and GST invoices. Test what actually converts without hunting through a spreadsheet.

Lead detail

Every conversation, in one timeline

Click any lead to see the full story — notes, calls, emails, status changes, and follow-ups in chronological order. A new rep picks up where the last one left off, without a handover meeting.

  • Activity, Notes, Follow-ups tabs
  • Tags, lead score, probability
  • Re-assign in one click
RS
Rahul Sharma
Tech Solutions Pvt Ltd · CTO
Qualified Score 82 · ₹1,999/mo
Hot Lead Enterprise Upsell

  1. Status changed to Qualified

    2 hours ago

    by John Doe

  2. Call logged · 12 min

    Yesterday, 3:40 PM

    by John Doe

    Discussed pricing — wants demo on Friday.

  3. Note added

    Yesterday, 11:10 AM

    by Priya K.

    Decision-maker is the CTO. Budget signed off.

  4. Email sent · Proposal v2

    2 days ago

    by John Doe

  5. Lead created from Website

    Apr 15, 2026

    by System

Current plan Active

Growth Plan

₹1,999 / year

Leads used 342 / 500
Team seats 7 / 10
Emails / day 180 / 500
Renews 15 Jan 2027 270 days left

Upgrade options

Move to a larger plan any time, prorated.

  • Starter
    For small teams
    ₹499
    / year
  • Growth Current
    For growing businesses
    ₹1,999
    / year
  • Business
    For larger organisations
    ₹4,999
    / year
My Plan

Usage you can see, bills you can trust

Your current plan, days left, and live usage of leads, seats, and notifications — so you never hit a limit mid-deal. Upgrade in one click, prorated against what's left of your cycle.

  • Usage bars turn amber/red before limits
  • GST invoice on every payment
  • Payment history always one click away

See it working in your own browser

14-day free trial. No credit card. Sample data preloaded so the board is full from minute one.

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