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Lead Management

Every enquiry captured, owned and chased until it is won or lost for a stated reason.

Leads, a Kanban pipeline and an activity log sit in the same record as the customer, the quotation and the invoice. Nothing is re-keyed when a lead converts.

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Lead Management in Prabandh

What is inside

8 capabilities, each one a real screen.

  • Leads

    Capture from the website, calls, walk-ins and WhatsApp; owner, source, rating and next action on every row.

  • Pipeline (Kanban)

    Drag opportunities across stages; stage history is kept so you can see where deals stall.

  • Activities

    Calls, meetings, visits and WhatsApp messages logged against the lead and visible to the next person who picks it up.

  • Won and lost reasons

    Closing an opportunity needs a reason from a fixed vocabulary, so lost-deal analysis is data and not opinion.

  • Convert to customer

    One action turns a lead into a customer master and carries the history across.

  • Sales inquiries and follow-ups

    Product-level inquiries with due-date follow-ups and an overdue list per salesperson.

  • WhatsApp inbox and broadcasts

    Reply from the same screen; broadcasts honour a STOP list and consent.

  • Row-level ownership

    A salesperson sees their own leads; a manager sees the team. Scope is enforced on the server.

Included in

  • The AI Leads Engine needs its own connection per tenant and is switched on by us, not by the edition.

Not included

  • Automatic lead scoring or drafting inside Prabandh. The optional AI Leads Engine is a separate WhatsApp product that bridges leads in and out.

We list gaps on purpose. If one matters to you, tell us in your inquiry.

Works with

CRM

One view of every customer and supplier: what they buy, owe, and how they perform.

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Online Store

A shop of your own on your own domain, taking orders straight into the same stock and books.

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Build the whole shortlist, then send one inquiry. We reply within one working day.

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