Unified lead inbox
Central list with filters for pipeline, status, source and date — plus owner, project, priority and follow-up visibility.
Sales Solution
Every lead in one inbox — ready to qualify and follow up
Capture enquiries from portals, forms and ads into a central list with source, owner, priority and a full activity timeline — so reps always know who to call next.
Unified inbox
Filters & fields
Activity timeline
UTM capture
Follow-ups
The challenge
Leads scatter when every channel has its own inbox
Portals, ads, forms and walk-ins create volume — without one record, follow-ups and ownership break down.
Enquiries land everywhere
Website forms, MagicBricks, 99acres, Meta ads and missed calls sit in different tools.
Context is missing
Reps call without source, campaign, budget or last note — buyers repeat themselves.
Follow-ups slip
No shared timeline means overdue tasks hide until the lead goes cold.
Capabilities
One lead record your whole team can trust
Filters, fields and activity that match how salesTantra actually runs — not a generic contact list.
Fields that sell
Source, campaign, project, owner, sub-status, priority, sub-source, budget, intent and phone on every record.
Activity timeline
Email, Call, WhatsApp and notes in one history — full context before every conversation.
Data flow
How a lead moves from capture to convert
One continuous record — from form or portal capture through qualify, assign and follow-up.
Lead lifecycle
1
Capture
Forms, portals, ads, walk-ins
2
Enrich
Source, campaign, project, UTM
3
Qualify
Budget, intent, priority
4
Assign
Sticky → team → rules
5
Follow up
Call, WhatsApp, email, task
6
Convert
Pipeline stage & deal
1
Capture
Forms, portals, ads, walk-ins
2
Enrich
Source, campaign, project, UTM
3
Qualify
Budget, intent, priority
4
Assign
Sticky → team → rules
5
Follow up
Call, WhatsApp, email, task
6
Convert
Pipeline stage & deal
What enters
Name, phone, email, source, campaign, project, budget, intent, UTM and form fields.
What travels
Owner, status, sub-status, follow-ups, call notes, WhatsApp and activity timeline.
What comes out
Qualified opportunities ready for pipeline stages, deals and reporting.
In the CRM
Filters and fields your reps actually use
Inspired by live workspaces — filter by pipeline and source, then open a lead with full context.
List filters
Pipeline
Status
Source
Date
Owner
Project
Priority
Lead fields
- Source, sub-source and campaign
- Project, owner and follow-up date
- Status, sub-status and priority
- Budget, intent and phone
Example · portal lead
Source
MagicBricks · Portal
Campaign
Weekend open house
Project
Riverdale Residences
Owner
Auto-assigned via sticky / team
Activity
Call logged · WhatsApp sent · note added
Connected
Lead management feeds the rest of sales
Capture cleanly, then distribute, automate and track on the same CRM.
Lead distribution
Sticky owner, project team and workflow rules assign the right rep.
Read moreSales management
Move qualified leads through stages and sub-statuses.
Read moreSales automation
Tasks and reminders when leads arrive or go quiet.
Read moreSales tracking
Funnel, ageing and source conversion from the same records.
Read moreLead capture
Forms, webhooks and portals create structured CRM leads.
Read moreSales CRM product
See the full sales platform around lead management.
Read moreSee lead management in action
Book a demo to walk through capture, filters, activity timeline and how leads move into your pipeline.