Accelerate Your Sales with Opus Lead Management

Capture, qualify, and convert leads effortlessly. Automate follow-ups, assign leads to your team, and track every interaction in one intuitive dashboard. From inquiry to conversion — manage the entire sales funnel with precision and insights that drive real growth.

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Lead Management Dashboard

CRM Management Workflow

A complete CRM flow from Lead Capture to Client Onboarding and Analytics — all in one unified system.

01
Lead Sources & Capture

Collect leads from multiple platforms like website forms, ads, and social media in one dashboard.
02
Web-to-Lead Forms & Widgets

Embed smart lead forms and widgets on your website that automatically sync data to CRM.
03
Lead Enrichment & Data Capture

Auto-fill missing details like location, company, and source using intelligent data capture tools.
04
Lead Assignment & Routing

Distribute leads to sales teams automatically based on location, campaign, or performance rules.
05
Lead Qualification & Scoring

Rank leads based on engagement, source, and potential using an automated scoring model.
06
Lead Timeline & Activity Log

View every interaction — calls, emails, notes, and updates — in a complete chronological timeline.
07
Communication Tools (Email / WhatsApp / Calls)

Engage leads instantly via built-in email, WhatsApp, or call integration directly from CRM.

08
Follow-up Scheduler & Reminders

Set automatic reminders for calls, meetings, and follow-ups to never miss an opportunity.
09
Lead Nurturing & Drip Campaigns

Automate lead nurturing with targeted email or SMS drip campaigns based on user behavior.
10
Quotation & Proposal Builder

Create customized quotations or proposals and send them for client review with just one click.
11
Client Approval & e-Signature

Clients can approve and sign proposals digitally — secure, fast, and fully trackable.
12
Conversion → Customer & Onboarding

Automatically convert leads to customers, assign sales reps, and initiate onboarding steps.

13
Project Kickoff & Handoff to Ops

Seamlessly hand off confirmed projects to operations or delivery teams with full lead history.
14
Performance Tracking & Conversion Analytics

Monitor lead-to-sale ratios, staff performance, and campaign ROI with visual reports.
15
Integrations & APIs

Connect seamlessly with third-party tools like WhatsApp, Google Ads, and accounting software.

16
Security, GDPR & Backup

Ensure data privacy, automated backups, and compliance with advanced security protocols.
01

🌐 Lead Sources & Capture

Connect every lead channel — each inquiry auto-creates a lead record.

Website Forms

Embed unlimited lead forms on your website — every submission becomes a CRM lead instantly for quick follow-up.

Chat & WhatsApp

Integrate WhatsApp and live chat to capture customer inquiries in real time and convert them into leads automatically.

Phone Calls

Log every inbound and outbound call as a lead with notes and caller details for easy tracking and conversion.

Email Parsing

Automatically capture new inquiries from email messages. CRM extracts details and creates leads instantly.

Events & Webinars

Collect leads from event registrations, webinars, and workshops to maintain a steady pipeline.

CSV Import & Ads Integrations

Import leads from spreadsheets or connect ad platforms like Google & Meta Ads for seamless data sync.

02

📝 Web-to-Lead Forms & Widgets

Drag-and-drop lead forms that auto-populate CRM fields and capture every inquiry efficiently.

1️⃣ Form Builder

  • Drag-and-drop builder to create custom lead forms.
  • Design forms with branded colors and fields.
  • Add custom fields for budgets, projects, or contact preferences.

2️⃣ Embeds & Widgets

  • Embed forms anywhere on your website or landing pages.
  • Add widgets for pop-ups, chat, or floating contact forms.
  • Capture leads automatically from multiple channels.

3️⃣ Auto-Populate & Tracking

  • Fields auto-filled into CRM for faster follow-up.
  • Track UTM parameters and lead sources for reporting.
  • Instant notifications for new leads to your team.
Web-to-Lead Form Dashboard
03

🧩 Lead Enrichment & Data Capture

Automatically enrich leads with company, location, and social info, and add custom fields for context.

1️⃣ Auto-Enrichment

  • Enrich leads with company, role, and industry details automatically.
  • Capture location and geographic data for better segmentation.
  • Pull social media profiles and relevant contact info.

2️⃣ Custom Fields

  • Add custom fields like budget, floors, project type, or priority.
  • Flexible forms to capture unique business information.
  • Tag leads for segmentation and workflow automation.

3️⃣ Validation & Accuracy

  • Validate phone numbers, emails, and other critical fields automatically.
  • Ensure all captured data is ready for analysis and follow-ups.
  • Reduce duplicates and maintain data quality.
Lead Enrichment Dashboard
04

🔄 Lead Assignment & Routing

Automatically or manually assign leads to the right sales rep based on rules, region, or workload.

1️⃣ Automated Assignment

  • Auto-assign leads based on territory, workload, or round-robin rules.
  • Notify reps instantly when new leads are assigned.
  • Assign based on region or office location.

2️⃣ Manual & Flexible Routing

  • Manually reassign leads as needed.
  • Set custom assignment rules for specific campaigns or sources.
  • Balance workloads between team members easily.

3️⃣ Tracking & Reporting

  • Track assigned leads and conversion metrics per rep.
  • Monitor response times and follow-ups for accountability.
  • Ensure leads are never missed and maintain SLA compliance.
Lead Assignment Dashboard
05

📊 Lead Qualification & Scoring

Automatically score leads based on behavior, demographics, and engagement to prioritize high-value opportunities.

1️⃣ Automated Scoring

  • Assign scores based on lead activity, form submissions, and interactions.
  • Prioritize leads as Hot, Warm, or Cold automatically.
  • Use custom scoring rules for industry-specific criteria.

2️⃣ Qualification & Tags

  • Mark leads as qualified/unqualified for faster pipeline management.
  • Tag leads by source, interest, or product preference.
  • Add notes and checklists for detailed qualification insights.

3️⃣ Reporting & Insights

  • View lead score distribution in dashboards and charts.
  • Identify high-value leads instantly for faster conversion.
  • Ensure qualified leads follow the correct pipeline stage.
Lead Scoring Dashboard
06

🕒 Lead Timeline & Activity Log

Track every interaction with leads — calls, emails, meetings, and notes — in one unified timeline.

1️⃣ Chronological Activity

  • Log calls, meetings, and emails automatically.
  • Attach notes, files, and follow-up instructions per lead.
  • See who interacted with the lead and when.

2️⃣ Interaction History & Audit

  • Complete chronological history for every lead.
  • Monitor all touchpoints and engagement over time.
  • Maintain an audit trail for compliance and accountability.

3️⃣ Follow-ups & Reminders

  • Set follow-up tasks directly from the timeline.
  • Receive reminders for upcoming calls or meetings.
  • Snooze or reschedule activities with ease.
Lead Activity Timeline
07

💬 Communication Tools (Email / WhatsApp / Calls)

Talk to leads directly from the CRM and log every conversation automatically.

1️⃣ Integrated Messaging

  • Send WhatsApp messages directly to leads from CRM.
  • Email leads using templates and track opens/replies.
  • Make and log calls without leaving the CRM platform.

2️⃣ Templates & Automation

  • Use pre-built email/WhatsApp templates for quick responses.
  • Auto-respond to common inquiries using rules or sequences.
  • Schedule messages to send at optimal times for better engagement.

3️⃣ Logging & Tracking

  • All messages are automatically logged in the lead timeline.
  • Track which messages lead to conversions.
  • Secure and auditable communication records for compliance.
CRM Communication Tools
08

⏰ Follow-up Scheduler & Reminders

Never miss a follow-up — schedule, snooze, and get reminders for all leads.

1️⃣ Daily Follow-ups

  • View today’s follow-up list with priority leads.
  • Push and email notifications for pending tasks.
  • Quick snooze or reschedule for follow-ups.

2️⃣ Scheduler & Alerts

  • Set recurring reminders for calls, emails, and meetings.
  • Overdue follow-ups trigger alerts to reps and managers.
  • Team view to track all assigned follow-ups and pending actions.

3️⃣ Calendar Sync & Integration

  • Sync follow-ups with Google/Outlook calendar.
  • Receive reminders on mobile for on-the-go teams.
  • Track follow-up completion rates for performance insights.
CRM Follow-up Scheduler
09

🔁 Lead Nurturing & Drip Campaigns

Automate nurturing sequences to keep leads engaged over time.

1️⃣ Drip Workflow Builder

  • Build automated email & WhatsApp sequences for leads.
  • Schedule follow-ups and content based on lead behavior.
  • Set triggers for actions like lead opening email or clicking a link.

2️⃣ Templates & Personalization

  • Use ready-made templates or create custom messages.
  • Personalize content for each lead automatically.
  • Ensure timely delivery with automated scheduling.

3️⃣ Performance Insights

  • Monitor open, click, and engagement rates of campaigns.
  • Identify high-performing sequences for better conversions.
  • Track the timing and effectiveness of automated touches.
Lead Nurturing Dashboard
10

📄 Quotation & Proposal Builder

Create professional quotes and proposals, track client interactions, and close deals faster.

1️⃣ Template Editor

  • Use ready-made or custom templates for quotes and proposals.
  • Add branding, logos, and colors to match your company style.
  • Edit line items, pricing, and descriptions easily.

2️⃣ PDF Export & Client Sharing

  • Export proposals as PDF or share secure links directly with clients.
  • Track when clients view or download proposals.
  • Receive online approvals and e-signatures seamlessly.

3️⃣ Analytics & Tracking

  • Monitor acceptance rates and proposal performance.
  • Get notifications when clients interact with proposals.
  • Keep history of all proposals linked to each lead or customer.
Quotation & Proposal Dashboard
11

✍️ Client Approval & e-Signature

Streamline online approvals and e-signatures to accelerate deal closures.

1️⃣ Online Approval

  • Clients can approve quotes or proposals directly online.
  • Leave comments or feedback within the CRM for version tracking.
  • Timestamps record every approval or change automatically.

2️⃣ e-Signature Integration

  • Enable secure digital signatures for contracts and proposals.
  • Ensure encrypted and compliant document signing.
  • Automatically update deal status upon signature completion.

3️⃣ Conversion Automation

  • Approved leads can be converted into customers with one click.
  • Auto-create projects and assign tasks after approval.
  • Notifications alert your team immediately after approval.
Client Approval & e-Signature Dashboard
12

🎯 Conversion → Customer & Onboarding

Smoothly transition leads into fully onboarded customers with automated workflows.

1️⃣ One-Click Conversion

  • Convert approved leads into customer records instantly.
  • Automatically generate contracts, invoices, and other documents.
  • Create customer contacts and assign account managers automatically.

2️⃣ Onboarding Checklist

  • Track onboarding tasks to ensure smooth setup and engagement.
  • Send welcome emails and resource links automatically.
  • Schedule training sessions, kickoff meetings, or demos seamlessly.

3️⃣ Workflow Automation

  • Automate task assignment and notifications to your operations team.
  • Monitor onboarding progress and completion rates easily.
  • Alerts and reminders for pending onboarding steps keep everyone on track.
Customer Onboarding Dashboard
13

🚀 Project Kickoff & Handoff to Ops

Quickly hand off won leads to your operations team with all tasks and milestones pre-assigned.

1️⃣ Auto Project Creation

  • Convert a won lead into a project automatically.
  • Assign tasks and subtasks to the respective team members.
  • Set milestones, deadlines, and priority levels for smooth execution.

2️⃣ Task & Resource Assignment

  • Allocate team members based on role, availability, and workload.
  • Organize tasks hierarchically for better clarity and execution.
  • Send automatic notifications to assignees for immediate action.

3️⃣ Progress Monitoring

  • Track project progress via dashboards and Gantt charts.
  • Ensure all handoff tasks are completed before the project starts.
  • Collaboration and notes kept within project cards for seamless communication.
Project Kickoff Dashboard
14

📊 Performance Tracking & Conversion Analytics

Monitor lead-to-customer metrics, team performance, and optimize conversions for maximum ROI.

1️⃣ Conversion Analytics

  • Visualize lead-to-customer conversion rates across sources.
  • Track performance by campaign, team, or individual rep.
  • Identify high-performing channels and optimize strategies.

2️⃣ Team Performance Tracking

  • Monitor individual rep response times and lead follow-ups.
  • Generate leaderboards to motivate sales teams.
  • Track completed vs. pending tasks for better accountability.

3️⃣ Dashboard & Reports

  • Customizable dashboards to monitor KPIs at a glance.
  • Export reports for meetings, reviews, or offline analysis.
  • Filter and segment data by date, source, or lead type for deeper insights.
Performance Analytics Dashboard
15

🔌 Integrations & APIs

Connect your CRM to forms, ads, telephony, email, and other external tools seamlessly.

1️⃣ Third-Party Integrations

  • Google Ads, Google Forms, and Analytics.
  • Facebook & Instagram Ads integration.
  • Email services like Gmail, Outlook for automated capture.
  • WhatsApp Business API integration for messaging leads.

2️⃣ API & Automation

  • Access API endpoints to push/pull data from other platforms.
  • Automate workflows using Zapier, Integromat, or native triggers.
  • Easily connect payment gateways and ERP tools.

3️⃣ Dashboard & Monitoring

  • Monitor API usage, errors, and integration status.
  • Secure access with authentication keys and role permissions.
  • Export integration logs for auditing and review.
CRM Integrations Dashboard
16

📱 Mobile Access & Field Tools

Field teams can update leads, upload photos, and record site visit notes on the go.

1️⃣ Mobile CRM Access

  • Access lead information anytime, anywhere.
  • Offline mode allows updates even without internet.
  • Upload site photos or documents directly from mobile.

2️⃣ Field Data Capture

  • Record visit notes, observations, and comments in real-time.
  • Schedule follow-ups and reminders on the go.
  • Capture location of field visits automatically.

3️⃣ Task & Notification Management

  • Get push notifications for new leads or updates.
  • Track tasks and assignments from mobile dashboard.
  • Mark lead status updates instantly for real-time reporting.
Mobile CRM Dashboard
17

🔒 Security, GDPR & Backup

Protect sensitive lead data with encryption, role-based access, GDPR compliance, and automated backups.

1️⃣ Data Security & Encryption

  • End-to-end encryption for all lead and customer data.
  • Secure access using role-based permissions.
  • Audit logs to track all user activities for accountability.

2️⃣ GDPR Compliance

  • Capture GDPR consent flags for all leads and contacts.
  • Manage data access, deletion, and export requests efficiently.
  • Comply with global privacy regulations for peace of mind.

3️⃣ Automated Backup & Recovery

  • Daily automated backups of CRM data.
  • Easy restore options in case of accidental loss.
  • Cloud-based storage ensures redundancy and reliability.
CRM Security & Backup

💸 Pricing Plans

Flexible CRM plans designed to grow with your business. Choose what fits your team size and needs.

Basic

₹1,499/mo

  • Manage up to 500 contacts
  • Invoicing & payment tracking
  • Basic lead tracking & reports
  • Email support & knowledge base
Start Free Trial

Pro

₹3,999/mo

  • Everything in Basic
  • Advanced lead management & proposals
  • Analytics dashboards & reporting
  • Workflow automation & reminders
  • Priority email & chat support
Start Free Trial

Enterprise

₹7,999/mo

  • Everything in Pro
  • Custom workflows & fields
  • Dedicated account manager
  • Full API & integrations access
  • 24/7 Enterprise-level support
Schedule Demo
Lead Management Illustration

📩 Request a Demo

Fill out the form and our team will guide you through our lead management workflow, from capture to conversion.

🌟 What Our Clients Say About Lead Management

Businesses trust us to capture, nurture, and convert leads efficiently. See how our CRM improves sales workflow and productivity.

“

"Our leads are now automatically captured from every channel and assigned instantly. Conversion rates have improved significantly!"

Sarah Williams
“

"Automated lead scoring and follow-up reminders save us hours every week. The team never misses a hot lead!"

David Johnson
“

"Tracking leads from website forms, events, and ads in one dashboard is a game-changer. Team collaboration has never been easier."

Emily Roberts