Digital tools · Customer messaging & leads
Lead management software that makes sure every enquiry gets a follow-up
Sivogi sets up lead management software for real estate firms, institutions and service businesses in Ongole and across India, so every enquiry from ads, your website, calls and WhatsApp lands in one pipeline with a clear owner.
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- New leads 146
- Site visits 38
- Bookings 9
- Suresh K. Meta ad · 3BHK Follow-up 4 pm
- Lakshmi R. Website · Plot Site visit Sat
- Anil Kumar Walk-in · Villa Negotiation
- Divya S. Portal · 2BHK Not contacted
- Every lead has an owner
- No forgotten follow-ups
- Know which ads bring customers
- Works on salespeople's phones
01 Why it matters
Leads arrive from Facebook and Google ads, property portals, the website, phone calls and WhatsApp, and end up in different inboxes, sheets and phones. Salespeople follow up when they remember, hot leads go cold within a day, and managers only find out at the month-end review. Without knowing which sources produce real customers, ad budgets are set by guesswork.
Built for
- Real estate developers and agents handling site-visit enquiries from ads and property portals.
- Schools, colleges and coaching centres managing admission enquiries each season.
- Consultants, agencies and service firms with a sales team chasing quotes and proposals.
- Businesses spending on ads who cannot tell which leads became customers.
02 Features
What the lead management crm includes
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Lead capture
Leads from ad forms, website forms, portals, calls and WhatsApp can flow into one list, tagged by source.
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Auto-assignment
Assign new leads by project, course, location or turn, so each enquiry has a clear owner within minutes.
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Sales pipeline
Move leads through stages such as new, contacted, site visit, negotiation and won, configured to how you sell.
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Follow-up reminders
Scheduled calls and tasks appear on each salesperson's phone, with alerts when a lead has not been contacted.
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Call and visit logging
Log calls, notes, site visits, demos or campus visits from a mobile app in a few taps.
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WhatsApp and email follow-up
Send approved WhatsApp templates or emails to leads from the CRM, with every message recorded.
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Source and team reports
See leads, conversions and response times by source, campaign, project and salesperson.
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Quotes and bookings
Record quotes, bookings or admissions against each lead, so pipeline value is always visible.
03 How we set it up
Configured around how your business already works
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Map your sales process
We list your lead sources, sales stages, team structure and the follow-up rules you want.
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Configure the CRM
We set up fields, pipeline stages, assignment rules, reminders and user roles around your process.
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Connect lead sources and import
We connect ad forms, website forms and WhatsApp, and import your existing leads and contacts.
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Train your sales team
Each salesperson learns to use the mobile app for their daily tasks; managers learn the reports.
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Review and refine
After the first weeks we review usage and lead flow, and adjust stages, rules and reports.
Can connect with
- Can connect with Meta and Google lead forms
- Website and landing-page forms
- WhatsApp Business Platform
- Property portals, where exports or APIs allow
- Google Sheets
- Email and SMS gateways
04 In depth
What lead management software does
Lead management software gives every enquiry a home and an owner. When someone fills an ad form, calls your office or messages on WhatsApp, the lead appears in one list, is assigned to a salesperson, and a follow-up task is created. As the lead moves from first call to site visit, demo or campus visit and then to booking, each step is recorded. Managers can see the whole pipeline without chasing updates.
For real estate firms, institutions and service businesses in Ongole and across Andhra Pradesh, where many enquiries come through Facebook ads and WhatsApp, this is often the difference between paying for leads and actually converting them.
Key modules
- Lead capture from ad forms, websites, portals, calls and WhatsApp, tagged by source.
- Assignment rules by project, course, branch or turn.
- Pipeline stages configured to how you sell, from new enquiry to booking or admission.
- Follow-up tasks and reminders on each salesperson’s phone.
- Activity history of calls, notes, visits and messages for every lead.
- Reports on lead volume, response time and conversion by source, campaign and person.
Set up around your team
A CRM only works if your team uses it. We start by understanding how your salespeople work today, then remove every field and step that does not help them sell. Lead sources are connected so data entry happens automatically, and the mobile app is set up for quick updates between calls and site visits. Training is practical and role-based, in English or Telugu, and we review usage after launch to fix anything that slows people down.
Who it suits
A real estate firm may want each project as a pipeline, with site-visit scheduling and plot or flat status. A school or coaching centre may track admissions by course and season, with counsellors calling parents. A consultancy may track proposals and renewals. The same software can be configured for each, with the stages, fields and reports that match the business. Small teams can start with a simple pipeline and add automation later. Your leads and notes belong to you and can be exported at any time, so moving to another tool later is never a problem.
Why choose Sivogi
Sivogi is one partner for leads and the tools that manage them. We can run your Meta ads and Google campaigns, build the landing pages, and connect everything to your CRM so you see which campaigns produce bookings, not just form fills. For larger teams and complex automations, our CRM and marketing automation service takes the setup further, and a WhatsApp Business Panel lets your team follow up with leads on the channel they prefer.
Get started
Tell us where your leads come from, how many people follow them up and what happens to them today. Book a free audit or call or WhatsApp +91 97046 46289, and we will show you where enquiries are slipping away.
Pricing: Pricing depends on the number of users, lead sources, integrations and any custom modules, so we share a quote after mapping your sales process.
Popular with: Schools, colleges & coaching Real estate & construction Professional services
Is this lead management software a ready-made CRM or custom?
Either, depending on your needs. Many businesses are well served by configuring an established CRM, while others need a simple custom tool built around a specific process, such as plot inventory for a layout or batch-wise admissions. We recommend the simplest option your team will actually use every day.
Can leads from Facebook and Google ads come in automatically?
Yes. Lead forms from Meta and Google Ads can be connected so new leads appear in the CRM within minutes, tagged with the campaign they came from. Fast follow-up matters, because a lead contacted quickly is far more likely to respond than one called the next day.
Will our salespeople be able to use it on their phones?
Yes. Most of the daily work, such as seeing new leads, calling, logging notes and scheduling follow-ups, can be done from a mobile app or mobile browser. We keep the fields to a minimum so updating a lead takes seconds, which is what keeps a CRM in use.
How does this differ from your CRM automation service?
This page covers the lead management tool itself, set up for your team. Our CRM and marketing automation service goes wider, covering CRM selection for larger teams, complex integrations and multi-step automations. Many clients start with lead management and add automation as their process matures.
Can we export our leads if we stop using the software?
Yes. Your leads, contacts, notes and reports belong to your business and can be exported to Excel or CSV at any time. Accounts are set up in your organisation's name, so your data stays with you even if you change software or partners later.
— Works well with
Related tools and services
Want to see the lead management crm in action?
Book a free demo. We'll show it working with your products, staff and workflow — and suggest the simplest setup.
New clients get ₹5,000 in free ad credit — see terms