Hot contacts sit in drawers and phone galleries — nobody knows who followed up.
The usual way
The friction this replaces.
Most Indian B2B teams still run new contacts on paper and chat — Leads closes these three gaps.
No clear owner or due date. Reps chase different lists; managers cannot see overdue calls.
When the deal is ready, the team retypes into customers and loses the conversation trail.
What you get
Lead operations your sales team already understands.
Capture, ownership, activity, and convert — explained the way enterprise CRM products describe desk and field workflows.
01 / 04 · Capture
Capture from card, form, or Excel
Every new contact lands in one lead inbox — not a gallery or a chat thread.
Field reps scan visiting cards on the mobile app. Desk teams add leads manually or import an Excel sheet after a trade show. Name, phone, email, and company are written onto the lead record so the next person does not start from a photo.
- Mobile OCR creates the lead with contact fields filled
- Offline scans queue and sync when signal returns
- Excel import validates rows so one bad line does not block the file
After go-live
What changes for the sales team.
Not another walkthrough of the same four steps — the operational shift when leads stop living in chat and sheets.
Scattered contacts
- Visiting cards in drawers and phone galleries
- Lead lists in WhatsApp and Excel copies
- No clear owner or follow-up due date
- Convert means retyping into customers
One lead record
- Card scan, manual entry, or Excel → one inbox
- Primary owner and next action on the record
- Notes and files stay when another rep picks up
- Convert to customer without rebuilding the account
Trade-show cards and desk imports land in the same lead list — managers stop chasing personal phone folders.
Every lead has a primary rep. Overdue follow-ups show on the list, not only in someone’s calendar.
Activity and files travel with the lead, so a territory change does not wipe the conversation.
Qualified leads become customers ready for orders and catalogs — no blank account rebuild.
Who it is for
Built for teams who live on new contacts.
Field sales teams
Inside sales reps
Distributors with feet-on-street
Trade-show & event lead capture
Manufacturers building dealer pipelines
Brands entering wholesale channels
FAQ
Common questions.
Get started
Ready to stop losing visiting cards?
Book a 20-minute demo — card scan, import, ownership, follow-ups, and convert to customer.