Lead CRM

Digital Marketing & IT Services

Email Address

Password

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Digital Marketing

IT Services

LC

Lead Manager

Admin

Import CSV Export CSV

Lead Source

Stage

Status

Followup Date

All Leads

Name	Email	Phone	Stage	Status	Amount Paid	Amount Pending	Followup	Actions

Add New Message

Message Header/Title *

Main Content *

Attachments (PDF, Images, Videos)

Drag & drop files here or click to browse

Saved Messages

Lead Notes

Add Note

Quick Edit Lead

Stage

Status

Followup Date & Time

Add Note

Add New Lead

Name *

Service *

Email *

Phone *

Address

Stage

Status

Lead Source

Reference Person Name

Lead Created Date & Time

Payment Information - Digital Marketing

Total Package ₹0

Paid ₹0

Pending ₹0

Next Due -

Total Package Amount (₹)

Payment Cycle

Recurring Payment

Disabled

Monthly Amount (₹)

Next Payment Date

Payment Method

Auto Renewal

Payment History

Payment Notes

Project Information - IT Services

Project Type

Project Budget (₹)

Project Duration

Technology Stack

Project Requirements

Hosting Information

Followup Date & Time

Additional Notes

Add Note

Add Payment Record

Amount (₹) *

Payment Date *

Payment Method *

Payment Status

Transaction Reference

Payment Notes

Import Leads from CSV

Drag & drop your CSV file here or click to browse

CSV Format Requirements:

Your CSV should contain:

name (required)
email (required)
phone (required)
service (digital or it)
address
stage
status
leadSource
referenceName
leadCreatedDate
notes
totalAmount (for digital)
amountPaid (for digital)
projectType (for it)
projectBudget (for it)
projectDuration (for it)
technologyStack (for it)
followupDate

Download sample CSV template

Bulk WhatsApp Messaging

Select Stage

Select Status (Optional)

Message Content

Preview:

You can use placeholders: {name}, {service}, {stage}, {status}

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