PACKPROBusiness OS
Sales & CRM

Leads & Follow-ups

A full CRM lead pipeline: website and manual enquiries land as leads with a status, owner, priority and next follow-up date. Today's follow-ups surface on the dashboard, and every call, note and status change is kept on the lead's timeline.

What it does

A full CRM lead pipeline: website and manual enquiries land as leads with a status, owner, priority and next follow-up date. Today's follow-ups surface on the dashboard, and every call, note and status change is kept on the lead's timeline.

Why it matters

No enquiry is forgotten and no callback is missed — the single biggest source of lost revenue for growing businesses is closed.

How it works

  1. Website form or manual entry creates a lead
  2. Assign an owner and set a follow-up date
  3. Log calls/notes; move status Qualified → Won
  4. Convert the won lead into a customer and a quotation

Related features

Customers (Parties)
One master for customers and suppliers, auto-filled across the system.
Quotations & Estimates
Send GST-ready quotes, convert to sales orders and invoices in a click.
Automation
Follow-up reminders, payment reminders and low-stock alerts, settings-gated.

See it in your own business

Full access for 7 days for ₹99. Subscribe to an annual, 3-year or one-time plan afterwards and get 1 month free.

Start 7-Day Trial — ₹99Book a demo