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Manage every leadfrom capture to conversion

Capture, organize, assign and follow up with leads from one powerful CRM. Give your sales team the tools they need to turn more opportunities into customers.

Capture leads · Manage follow-ups · Close more opportunities

Leads

Manage and track your sales opportunities

Total Leads

1,248

New Leads

184

In Progress

426

Converted

238

LeadSourceStatusOwner
R
Rahul Sharma
Google AdsNewAmit
P
Priya Singh
FacebookContactedNeha
A
Aman Gupta
WebsiteQualifiedRahul
S
Simran Kaur
LinkedInFollow-upAmit

Everything you needto manage your business

Keep your entire lead management process organized, visible and easy for your sales team to manage.

Centralized Lead Management

Keep all your leads organized in one place with important customer information, source, status, owner and activity history.

Lead Assignment

Assign leads to the right salesperson so every opportunity has a clear owner and next step.

Lead Source Tracking

Understand where your leads come from and keep your marketing and sales data connected.

Follow-up Management

Create follow-ups and activities so your sales team knows who to contact and when.

WhatsApp Communication

Keep customer communication connected with your CRM workflow and send timely notifications.

Lead Automation

Automate repetitive lead workflows, notifications, assignments and follow-up activities.

Lead capture

Bring leads from multiple sources

Keep leads from your marketing channels and other sources organized in one CRM. Track where every opportunity came from and give your sales team a complete view of each lead.

Explore integrations
Google Ads
Facebook
LinkedIn
Instagram
Website Leads
Manual Leads

From new lead to customer

Give your sales team a clear process for managing every opportunity.

01

Capture

Bring leads into your CRM from your connected lead sources or add them manually.

02

Organize

Store lead information, source, status, owner and customer activity in one place.

03

Follow Up

Schedule calls, tasks, meetings and follow-ups so opportunities keep moving.

04

Convert

Move qualified leads forward and turn successful opportunities into customers and deals.

Lead follow-up

Upcoming activities

Follow up with Rahul Sharma

Today · 10:30 AM

Call Priya Singh

Today · 1:00 PM

Send proposal to Aman Gupta

Tomorrow · 11:00 AM

Never let a promising lead go cold

Track your next action for every lead. Create tasks, schedule calls and meetings, and keep your sales team focused on the opportunities that need attention.

Schedule follow-up activities
Track calls and meetings
Set reminders for sales reps
Keep activity history with each lead

Spend less time managing leads

Srishta CRM gives your team a clear view of every lead and the next action required to move it forward.

Centralize all your leads
Track every lead source
Assign leads to your sales team
Schedule follow-ups and activities
Get timely notifications
Automate repetitive sales work

Lead management software for growing businesses

Lead management is the process of capturing, organizing, assigning and following up with potential customers throughout the sales journey. Srishta CRM brings these activities together in one easy-to-use lead management system.

Capture leads from different sources and keep their information organized in a centralized CRM. Sales teams can see lead status, source, owner and activities without searching through spreadsheets or disconnected tools.

Srishta CRM also helps sales teams stay consistent with follow-ups. Create tasks, schedule calls and meetings, set reminders and keep activity history connected to the lead record.

With integrations and automation, businesses can connect lead sources such as Google Ads, Facebook, LinkedIn and Instagram and build workflows that reduce manual work. This gives sales teams more time to focus on conversations and conversions.

Whether you are managing a small sales team or a growing business, a structured lead management process helps your team keep opportunities organized and move them through the sales pipeline.