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Lead management

Every enquiry in one place. Nothing slips.

Leads from Meta lead ads, Click-to-WhatsApp, Google Ads, your website, Google Sheets and walk-ins arrive in one list — deduplicated by phone, with an owner and a first-reply timer on each.

Included on every plan, even Free
Leads · today
Example
Meta · 2BHK launchNew · 0:04
Click-to-WhatsApp2nd enquiry
Website formAssigned
Google Sheets rowImported
Plan
Free, Starter, Growth
Setup
About 15 minutes
Sources
Meta, WhatsApp, Google, web, Sheets
Best for
Teams running ads

What is lead management software?

Lead management software collects enquiries from every source into one list, gives each one an owner and a next step, and tracks it until it becomes a customer or is closed with a reason. salestrack CRM does this around WhatsApp, where most leads actually reply, and keeps the ad source on every lead.

New4Contacted3Won2New: Ad leadjust now
Why it matters

One list your whole team trusts

All sources, one list

Ads, WhatsApp, website, Sheets and walk-ins land together.

Duplicates merged

Leads match by phone; repeat enquiries are flagged, not lost.

Saved views

My leads, Unassigned and Needs reply — the three lists that matter.

First-reply timer

See how long every lead has waited.

Close reasons

Lost, not qualified or nurture — so reports tell the truth.

Bulk actions

Assign, tag or move many leads at once.

Capture

Where do my leads come from?

Every lead keeps its source: the Meta campaign, ad set and ad, the Click-to-WhatsApp ad, the Google campaign, the website form or the sheet it came from. You never have to ask "where did this one come from?" again.

  • Campaign, ad set and ad on every Meta lead
  • Website and Sheets leads tagged by form or tab
  • Walk-ins and calls added in seconds from the phone
Lead sources · this week
Meta lead ads62%
Click-to-WhatsApp18%
Website forms11%
Clean data

What happens when the same person enquires twice?

salestrack matches leads by phone number. A second enquiry is added to the existing lead and flagged, so the same owner follows up with full history instead of two people calling one customer.

  • Phone-number matching across all sources
  • "2nd enquiry" flag with the new source
  • Merge history, notes and chats in one record
Ananya R. · lead history
Mar 3 · Meta lead form1st enquiry
Mar 9 · Click-to-WhatsApp2nd enquiry
OwnerDivya (kept)
Close the loop

How do I know why leads are lost?

When a lead ends, the salesperson picks a reason: lost, not qualified or nurture, with a short list you define. Reports then show which campaigns bring unqualified leads and why deals slip away.

  • Lost, not qualified and nurture outcomes
  • Custom reasons per pipeline
  • Undo if a lead comes back
Lost reasons · last 30 days
Price too high34%
Chose competitor22%
No response19%
Who uses it

One feature, three views

Each role sees what it needs. Pick a role.

Owners see the whole funnel

Every lead, from every source, with where it is now and why it was lost.

  • Leads by source and campaign
  • Lost reasons by campaign
  • One list across branches
Before and after

What changes for your team

Switch between a typical week without salestrack and the same week with it.

Every lead in one list with source and owner
Repeat enquiries recognised automatically
Needs reply view shows who is waiting
Close reasons feed honest reports
How it works

From any source to a tracked lead

  1. Connect sources

    Link Meta lead ads, WhatsApp, Google Ads, forms and Sheets.

  2. Leads arrive

    Each one is matched by phone and tagged with its source.

  3. Owner assigned

    Rules give every lead an owner and a timer.

  4. Tracked to close

    Stages, follow-ups and a reason when it ends.

In practice

How different teams use it

Real estate

Leads from three project campaigns land in one list, each tagged with its project.

See Real estate →Clinics

Implant, aligner and cleaning enquiries are tagged by treatment the moment they arrive.

See Clinics →Education

Parent and student enquiries for the same course merge into one lead.

See Education →

Works with

Lead assignment

Send every new lead to the right person.

Learn more →

WhatsApp team inbox

Reply from a shared inbox.

Learn more →

Meta ads ROI

See which source brings customers.

Learn more →
FAQ

Lead management: frequently asked questions

Which lead sources can I connect?

Meta lead ads, Click-to-WhatsApp ads, Google Ads, website forms, Google Sheets, CSV/Excel import and manual entry for walk-ins and calls.

How are duplicate leads handled?

Leads are matched by phone number. A repeat enquiry is added to the existing lead and flagged as a second enquiry, so the same owner follows up.

Is lead management on the Free plan?

Yes. Lead management from Meta lead ads, website forms and Google Sheets is free forever. WhatsApp features need a paid plan.

Can I import my existing leads?

Yes. Import a CSV or Excel file with column matching, or keep a Google Sheet in sync.

What is the difference between a lead and a contact?

A lead is an enquiry you are working to convert; a contact is a person in your database. In salestrack every lead is linked to a contact, so history stays with the person.

Can I add custom fields?

Yes. Add fields such as budget, location or product interest and use them in filters, segments and assignment rules.

How many leads can I store?

Paid plans have unlimited leads. [CONFIRM: Free plan lead limit]

Does salestrack work for businesses outside India?

Yes. salestrack CRM by Dentobees is used in India, the UAE, Qatar, Bahrain, Kuwait, Saudi Arabia, Africa, the UK and North America.

More questions? Email info@salestrackcrm.com or WhatsApp +91 80860 14345.

Get started

Close more. Chase less.

Start free today, or book a 20-minute demo and we'll set up your first WhatsApp number and assignment rules with you.

1Sign up and verify by WhatsApp or email
2Connect your WhatsApp number in minutes
3Link Meta lead ads and start replying