Never miss a lead again.
Every lead in one place, assigned instantly and followed up until it closes.
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Follow-ups
Aarav Mehta
Meta Ads · Neha
Sara Khan
Website · Rohit
David Lee
Google Ads · Neha
Imports.csv
Excel · Auto
Meera Iyer
Webhook · Arjun
What Leads & To-Do CRM does for you
Every source, one inbox
Meta Lead Ads, Google Ads, website forms, Excel and CSV imports, manual entry, webhooks and our API all feed one clean lead list, de-duplicated automatically.
Smart auto-assign
Route leads by round-robin, territory, product, language, source or workload so the right person picks up every lead within minutes.
Follow-up reminders
Automatic reminders on mobile and desktop for every follow-up, with overdue alerts so managers see what is slipping before it is lost.
Instant WhatsApp and email
Send brochures, price lists and greetings automatically when a lead arrives or when a customer asks, through WhatsApp and email services we can connect for you.
To-dos built in
Tasks, checklists and due dates tied to leads and customers, so the whole team knows who is doing what and by when.
Pipeline you can trust
Custom stages, win and loss reasons, source-wise ROI and team performance in live dashboards.
Live in four clear steps.
- 01
Connect sources
Link ad accounts, forms, sheets and webhooks.
- 02
Set assignment rules
Decide who gets which leads and how fast they must act.
- 03
Automate replies
Choose the WhatsApp and email messages customers receive automatically.
- 04
Track and close
Follow up on time and watch the pipeline move.
Leads & To-Do CRM, answered.
Meta and Google Ads, website forms, Excel and CSV files, manual entry, webhooks and our API. If a tool can send data, we can bring it in.
Yes, once WhatsApp and email services are connected. We provide and set up those connections too.
Yes. Your team gets reminders and can update leads from any phone, tablet or computer.
Yes, by adding Caller AI. Leads can be called within moments of arriving and followed up on schedule.
Something else? Ask us directly.
See Leads & To-Do CRM on your own use case.
Book a free 30-minute demo. We will show you the product on your own use case and answer every question.