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CRM & Sales

Turn every lead into revenue.

Capture leads from ads, forms, calls and WhatsApp into one pipeline. Score them automatically, assign the right rep, and never let a hot deal go cold again.

Ideal for
Sales teams, agencies
Set up in
Under a day
Integrates with
IndiaMART, Meta, Google
Leads +12% this week
SLA on track
Why Lead Management

Everything you need, in one module

Instant capture

Leads land in Umbrella Tech the moment they're created — no manual entry.

Smart scoring

Rank leads by intent so reps chase the ones ready to buy.

Visual pipeline

Drag deals across stages and see your funnel at a glance.

Live forecasts

Know your projected revenue before the month closes.

Lead Management in action
Real-time updates
Built for the job

Never lose a lead in a spreadsheet again

Every enquiry from every channel flows into one shared inbox. Auto-assignment routes it to the right person, reminders keep follow-ups on time, and a full activity trail means anyone can pick up the conversation.

  • Omnichannel captureWeb forms, ads, calls, WhatsApp and IndiaMART in one place.
  • Auto-assignmentRound-robin or rule-based routing to the right rep.
  • Follow-up remindersAutomated nudges so no lead is forgotten.
Features

Powerful out of the box

Every capability your team expects, thoughtfully designed and ready to use on day one.

Click-to-call & logging

Call from the browser and log every conversation automatically.

Follow-up automation

Sequences and reminders keep every lead moving forward.

Pipeline analytics

Conversion, velocity and source ROI in real-time dashboards.

Team performance

Leaderboards and targets keep your sales floor motivated.

Custom stages

Model your exact sales process with drag-and-drop stages.

WhatsApp & email

Two-way messaging and templates from inside each deal.

How it works

Live in four simple steps

Step 1

Capture

Leads flow in automatically from all your sources.

Step 2

Qualify

Scoring and enrichment surface the best opportunities.

Step 3

Engage

Reps call, message and follow up from one screen.

Step 4

Close

Move deals to won and hand off to onboarding.

Who it's for

Trusted across industries

From lean teams to large organisations, Lead Management adapts to how you already work.

Real-estate salesDigital agenciesEdTech admissionsB2B SaaSAutomotive dealersInsurance advisorsCoaching institutes
Pricing

Simple plans that scale

Start free, then pay only for the seats you need. Bundle with other Umbrella Tech products for suite pricing.

Starter

Get going with the essentials.

₹0/ 14-day trial
  • Core Lead features
  • Up to 5 users
  • Email support
Start free
Recommended

Growth

For teams that need more power.

₹499/user · mo
  • Everything in Starter
  • Unlimited users
  • Automations & analytics
  • Priority support
Book a demo

Enterprise

Advanced controls and SLAs.

Custom/ let's talk
  • SSO & audit logs
  • Dedicated success manager
  • Custom integrations
Contact sales
FAQ

Questions, answered

Can I import my existing leads?+

Yes. Upload a CSV or connect a source and Umbrella Tech maps your fields, de-duplicates and imports in minutes.

Does it capture leads from WhatsApp and IndiaMART?+

It does. Native integrations pull enquiries from WhatsApp Business, IndiaMART, Meta and Google Lead forms automatically.

Can different teams have different pipelines?+

Absolutely — build unlimited pipelines with their own stages, and control who sees what with roles.

Is call recording included?+

Click-to-call with logging is built in, and recordings are available on Growth and Enterprise plans.

Better together

Pairs well with

Lead Management shares data with the rest of the Umbrella Tech suite. Add these to go further.

Ready to try Lead Management?

Spin up your workspace in minutes. Free for 14 days — no credit card, no lock-in.