Leads & CRM

Capture every lead. Never lose another visiting card.

Replace scattered cards, WhatsApp lists, and Excel sheets with a structured lead workspace built for Indian B2B sales teams.

Card scanManual entryBulk importRep assignmentFollow-ups

What you get

Every capability built into Leads & CRM.

01 / 06

Visiting card OCR

Scan a card with the mobile app and the lead is created with name, phone, email, and company auto-filled.

How it works

From the first action to a repeatable motion.

  1. 01Capture

    Scan, type, or import — leads land in one inbox.

  2. 02Assign

    Rep ownership with follow-up reminders.

  3. 03Qualify

    Notes, documents, and calls against each lead.

  4. 04Convert

    Promote to customer; pipeline analytics updates.

See it live

Get a 30-minute walkthrough mapped to your exact sales workflow.

Who uses this

Built for teams that sell like you do.

Field sales teamsInside sales repsDistributors with feet-on-streetTrade-show & event lead capture

Questions buyers ask

Answers before the demo.

Does the card scanner work offline?

Yes. Scans queue locally and sync when the network returns.

Can multiple reps own the same lead?

A lead has one primary owner; teammates can be added as collaborators with comment access.

Can we import leads from existing CRM?

Yes — Excel import accepts company, contact, phone, email, and notes columns.

What happens when a lead converts?

A customer record is created and all comments, documents, and assignments transfer over.

Plan the rollout

See Leads & CRM working against your sales team and customers.

We map your current sales workflow before recommending the right setup — no scripted demo, no generic pitch.