sT salesTantra

Product · Marketing Automation

Marketing that captures leads and proves what works

Capture enquiries from forms, portals and ads, tag every lead with source and campaign, then measure CPL, spend and conversions — on the same CRM your sales team uses.

Contact us
Lead capture Sources & campaigns Capture forms Email templates Marketing reports

The challenge

Marketing spend without a clean trail into sales

When capture, campaigns and CRM live in separate tools, you can’t tell which channels create pipeline — or closed deals.

Leads arrive untagged

Forms, portals and ads dump contacts into spreadsheets or inboxes with no source, campaign or project attached.

Campaigns are guesses

Budgets and spend sit in ad accounts. Sales never sees which campaign a lead came from.

ROI is a debate

Marketing reports clicks. Sales reports bookings. Nobody shares one conversion story.

Data flow

How marketing feeds the sales pipeline

One continuous path from campaign and capture to assignment, follow-up and attribution back to source.

Marketing → sales lifecycle

1

Attract

Ads, portals, SEO, referrals

2

Capture

Forms, webhooks, ad leads

3

Tag

Source, campaign, project

4

Hand off

Owner assigned in CRM

5

Nurture

Thank-you email & follow-up

6

Convert

Pipeline & deals

7

Measure

CPL, spend, win by source

What marketing controls

Sources, sub-sources, campaigns, capture forms, webhooks, budgets, spend and thank-you emails.

What sales receives

A lead with source, campaign, project, UTM and activity — already assigned or ready for routing.

What leadership sees

CPL, spend vs budget, leads and wins by campaign/source, untagged gaps and inquiry conversion.

Capabilities

Turn attention into pipeline

Modules that match how marketing actually runs in salesTantra — capture, tag, campaign and measure on shared CRM data.

Lead capture

Website forms, lead webhooks, portal enquiries and ad leads feed directly into CRM — with source and campaign attached.

Read more

Sources & campaigns

Define main sources and sub-sources, create campaigns with budget and spend, and tag every lead for clean attribution.

Read more

Lead nurturing

Thank-you and follow-up email templates for capture forms — with placeholders, signatures and open/click tracking on the lead.

Read more

Workflow automation

Connect capture to sales assignment and follow-up — so new leads notify the right owner without manual handoffs.

Read more

Marketing reports

CPL, spend vs budget, leads and wins by campaign or source, channel mix and untagged-lead hygiene dashboards.

Read more

CRM integration

Leads, campaigns and source history live in the same database as your sales pipeline — one source of truth.

Read more

Lead capture

Forms and webhooks that create CRM leads instantly

Build a capture form, share its link or embed it — or post to the lead webhook from portals and landing pages.

Capture → CRM data flow

Entry points

Capture form link / embed
Lead webhook (JSON)
Portal / ad integrations
Agent-tagged enquiry
↓

On submit

  • • Lead record created
  • • form_id applied
  • • Default source & campaign
  • • UTM / landing page stored
  • • Thank-you email queued
  • • Sales assignment runs
↓

Preferred fields

form_id
source_id / main_source_id
campaign_id
project + contact fields

Developers get a webhook guide with endpoint, auth headers, sample JSON and curl examples — so portal and landing-page leads stay structured.

Sources

Every channel has a place in attribution

Main sources and sub-sources used on forms, webhooks and agent capture — so Source leads and reports stay clean.

Source taxonomy

Portal

  • • Housing
  • • 99acres
  • • MagicBricks
  • • NoBroker

Digital

  • • Website
  • • Google Ads
  • • Meta Ads
  • • SEO
  • • Webhook

Social

  • • Facebook
  • • Instagram
  • • LinkedIn
  • • YouTube

Referral

  • • Customer
  • • Channel partner
  • • Employee

Offline

  • • Walk-in
  • • Exhibition
  • • Newspaper
  • • Hoarding

Broker

  • • Broker
  • • CP firm

Direct

  • • Phone call
  • • WhatsApp
  • • Email

Campaigns

  • • Budget
  • • Spend
  • • CPL
  • • Dates
Open Source leads to review volume by source and sub-source, then drill into pipeline mix for each row.

Campaigns

Tag once. Measure spend, CPL and wins.

Create campaigns like festival offers or Google Search launches — tag leads via webhook or agent pick, track budget and spend, then read CPL in Analytics.

Create campaign

Name, dates, budget and availability for tagging.

Tag leads

Webhook campaign_id or agent selection on capture.

Enter / sync spend

Manual spend or sync from connected Meta / Google accounts.

Read performance

CPL, spend vs budget, leads and wins by campaign.

Campaign attribution flow

From ad click to closed deal credit

Campaign live

Budget set · available for tagging

Lead captured

campaign_id + source attached

Sales works lead

Pipeline advances on same record

Outcome recorded

Won / Lost feeds campaign win rate

Marketing dashboard

CPL · spend · wins · untagged gaps

Integrations

Capture leads where they already enquire

Connect high-volume channels and land structured enquiries in CRM — or use the inbound lead webhook for any portal and landing page.

Meta / Google / LinkedIn

Ad account connections and spend sync when the paid add-on is active for your company.

Property portals

Housing, MagicBricks, 99acres, NoBroker and more — as sources or via paid portal add-ons / webhook.

Lead webhook

Inbound JSON from portals, ads and landing pages with form_id, source_id and campaign_id.

Capture forms

Hosted form link or embed with default source and campaign for every submission.

Email (SMTP)

Thank-you templates sent via your SMTP settings with open and click tracking on the lead.

Shared analytics

Marketing overview dashboard with campaign, source, channel and conversion widgets.

Connected platform

Marketing and sales on the same data

No more leads stuck in a marketing tool while sales works in a separate CRM. salesTantra keeps both teams aligned.

When a form is submitted

The lead appears in CRM instantly with form, source and campaign tags.

When a campaign is tagged

Budget, spend and CPL reports update from the same lead set sales works.

When assignment runs

The right rep is notified and a follow-up task can start automatically.

When a deal closes

Win attribution flows back to source and campaign for marketing ROI.

Marketing team

Run sources, campaigns, forms and read CPL without exporting spreadsheets.

Sales team

Receive qualified leads with full history — source, campaign and landing page.

Operations

Configure webhook fields and assignment once; handoffs run automatically.

Leadership

One dashboard for funnel health — from first touch to closed revenue.

Marketing reports

Prove which channels create pipeline

Starter marketing reports and a Marketing overview dashboard — CPL, spend, wins and hygiene for untagged leads.

  • Leads and wins by campaign or source
  • Overall CPL and CPL by campaign
  • Spend vs budget % and total spend
  • Campaign tag rate and untagged-by-source
  • Leads by channel, city and sub-source
  • Inquiry → lead conversion
  • Cost per won and campaign win rate
Explore marketing reports

Marketing overview · snapshot

Illustrative widgets from the live workspace

Live

Campaign leads

33

30 days

Overall CPL

₹37k

Blended

Spend vs budget

37%

Tracked

Untagged

7

Needs hygiene

Digital 55%
Portal 20%
Offline 10%
Referral 8%
Direct 7%

Solutions

Explore every marketing module

Start with capture and sources, then add nurturing, automation and reporting as campaigns grow.

Lead Capture Forms, webhooks & portals Lead Nurturing Thank-you emails & templates Workflow Automation Capture to sales handoffs Marketing Reports CPL, spend and attribution

Built for

Marketing teams in high-intent industries

Especially powerful when enquiries need clean attribution before sales follows up.

Education admissions

Enquiry campaigns, open-day follow-ups and enrolment capture for schools and colleges.

Read more

Real estate

Portal sources, Google/Meta campaigns, site-visit funnels and CPL tied to bookings.

Read more

Hospitality

Event promotions, group booking enquiries and guest re-engagement campaigns.

Read more

B2C high volume

Capture and attribute at scale with sources, campaigns and sales handoffs that keep pace.

Read more

How it works

Launch capture in four steps

Our team helps you go from zero to tagged leads and marketing dashboards without a lengthy implementation.

01

Map channels

Define sources, sub-sources and the campaigns you need to attribute.

02

Set up capture

Forms, webhook fields and optional ad/portal connections configured to feed CRM.

03

Add templates

Thank-you emails and handoff rules so sales is notified with full context.

04

Measure & improve

Marketing overview goes live — refine spend and creative from real CPL and wins.

FAQ

Common questions

Get started

See how your campaigns would flow

Book a demo to walk through capture forms, source tagging, campaign CPL and how marketing connects to your sales pipeline.

Explore Sales CRM