Stage 1 - New lead

One inbox for every enquiry your business receives.

Website forms, WhatsApp messages, IndiaMART and JustDial enquiries, Facebook and Google lead ads, and missed calls land in a single list. Duplicates are merged, the right salesperson is assigned, and the clock starts the moment a lead arrives.

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New leadContactedQuotedNegotiationCopilotWon
Shree Packaging arrived from the website form and was assigned to Rohan in 4 seconds.
What Lead Inbox does

Every enquiry from every source in one place.

Nine sources, zero copy-paste

Connect website forms, WhatsApp Business, IndiaMART, JustDial, Facebook Lead Ads, Google Ads lead forms, email, missed calls and Excel uploads.

Duplicate detection

A buyer who enquires on IndiaMART and then on WhatsApp shows up once, with both messages in one timeline, matched by phone, email and company.

Assignment rules

Round-robin, by city, by product line, by source or by language. Leaves and holidays are skipped automatically.

First-response timer

Each lead shows how long it has waited. Unanswered leads escalate to the team lead after the limit you set.

Saved views

Hot leads today, unassigned, from IndiaMART this week, or anything else your team checks every morning.

Excel and CSV import

Bring years of leads from spreadsheets. Columns are mapped once and remembered for the next upload.

How it works

Four steps, no manual work.

  1. 1

    Captured

    The enquiry arrives from any connected source with the original message attached.

  2. 2

    Cleaned

    Phone numbers are formatted, duplicates merged and the company matched to existing accounts.

  3. 3

    Assigned

    Your rules pick the salesperson and notify them on the mobile app.

  4. 4

    Scored

    AI Sales Copilot adds a score and a suggested first action.

Also included

The details your team will use every day.

See which plan includes Lead Inbox
  • Source and campaign tracked on every lead for Revenue View
  • Custom lead fields for product, quantity, budget and timeline
  • Bulk reassign when a salesperson moves territory
  • Lead history kept when a lead is converted to a deal
  • Mobile notifications for new assignments
  • Web form builder with spam protection
Questions

About Lead Inbox

Yes. Paste a small snippet into your site or point your form to a Cliverware webhook. Fields are mapped in a few clicks.

Recent IndiaMART enquiries are pulled in when you connect, and older ones can be imported from the Excel export.

A lead has one owner, and you can add collaborators who see the timeline and receive updates.

Next on the river

Deal Pipeline

Deals by stage with drag-and-drop

Continue
One deal left on the board

The next deal to close is yours.

Strike off the spreadsheets, the scattered phones and the forgotten follow-ups. Move your team into Won in 14 days, free.

New lead
Enquiries spread across 4 phonesIndiaMART leads in an email folder
Contacted
Who called this buyer last?Notes in a diary on the bike
Quoted
Quotes rebuilt in Excel every timeGST worked out by hand
Negotiation
Follow-up forgotten after day 2Buyer went with a faster supplier
WonDay 14
READY TO CLOSEScore 99

Your sales team

Plan14-day trial, every feature
UsersYour whole team
CardNot required
Next stepSign up, then import your Excel leads
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