Lead management software

Lead management software for Indian sales teams

Lead management software captures every enquiry in one place, sends it to the right salesperson quickly, and makes sure it is followed up until it is won or closed — so no lead is lost in an inbox, a spreadsheet or a WhatsApp group.

Most lost leads are not lost to competitors; they are never called back. Speed and follow-up discipline matter more than any feature list.

What to look for

  1. Every source in one list

    Website forms, ad campaigns, walk-ins, referrals and purchased or researched lists, each tagged with its source.

  2. Automatic assignment

    By owner, territory or an even split, so nobody has to forward leads by hand.

  3. A deadline to respond

    Each new lead gets a time by which it must be called, and late ones are visible.

  4. Duplicate checks

    The same business or phone number should not become two leads owned by two reps.

  5. Follow-up dates on every lead

    An open lead without a next step is a lost lead.

  6. Easy bulk import

    A template with dropdowns for owner, product and category, and a preview before anything is saved.

How Cheetah does it

Capture

A website form that posts straight into Cheetah, campaign and UTM tracking, and an Excel import that keeps Google Maps links and notes.

Assign

Owner from the file, then assignment rules, then territory, then an even split across the team.

Follow up

Next follow-up date and reminders on every lead; a team list of everything due or overdue for managers.

Undo safely

Every import can be previewed first and undone later, and re-sending the same file does not create duplicates.

Related: Field sales CRM · Sales target tracking · CRM for small business · Compare CRMs · Industries

Questions people ask

What is the difference between lead management and a CRM?

Lead management is the front of the CRM: capturing, assigning and following up enquiries. A CRM also covers the pipeline, customers, products, targets and reporting after a lead becomes an opportunity.

Can I import leads from Excel or Google Maps listings?

Yes. Cheetah’s import template accepts owner, category, products, notes, area, pincode and Google Maps links, and shows a preview before saving.

How fast should a lead be called?

As soon as possible — the same hour if you can. Cheetah gives each new lead a response deadline so late leads stand out.

See Cheetah with your team in mind.

Free trial on every plan. We set up your industry template and import your data from Excel.

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