Mobile-First CRM Platform

Close More Leads, Faster.

A mobile CRM built for field sales teams — manage leads, call/SMS/WhatsApp with one tap, track follow-ups, and see your team perform in real time.

Request Demo → Explore Features
Live Dashboard
284
Total
↑ 18
47
Hot
↑ 6
31
Won
↑ 3
Today's Leads
RK
Rajesh Kumar
Insurance
Interested
PM
Priya Mehta
Mutual Fund
New
AS
Ankit Shah
Insurance
Converted
NV
Neha Verma
Real Estate
Called
10K+
Leads Managed
500+
Active Agents
98%
Uptime SLA
3×
Faster Follow-ups
Scroll to explore
01 — Features

Built for the way your
team actually works

Every feature designed around the needs of field agents, telecallers, and sales managers in fast-moving markets.

📋
Smart Lead Management
Create, assign, update, and track leads with complete history. Free-text categories — Insurance, Mutual Fund, Real Estate, or anything your business needs.
Full notes system per lead, admin-controlled disable/delete, and role-based visibility ensuring every team member sees exactly what they need.
Core Feature
284
👥
Role-Based Access
Admin, Sub-Admin, Telecaller, Office Boy — granular permissions at every level, zero overlap.
Security
🔔
Follow-Up Alerts
Schedule follow-ups with date & time. Push notifications so no callback is ever missed.
Automation
📱
1-Tap Communication
Call, SMS, and WhatsApp directly from a lead card. Predefined templates and bulk messaging built in.
Communication
📊
Live Dashboard
Real-time KPIs, status breakdown, and agent performance for admins and sub-admins.
Analytics
🔍
Search & Filters
Filter by status, category, agent, and date. Instant search across your entire lead database.
Productivity
02 — Access Control

The right access
for every role

Structured permissions so your team sees exactly what matters — and nothing that doesn't.

👑
Admin
Full platform control
🛡️
Sub-Admin
Team manager
🎧
Telecaller
Lead caller agent
🏃
Field Agent
Office / field staff
Administrator
Admin
Full platform visibility and control. Manages team hierarchy, all leads, and system configuration. Can enable or disable any feature, user, or lead.
Permissions
✓
Create & manage Sub-Admins and all Agent types
✓
View, assign, edit, disable & delete any lead
✓
Full dashboard with team-wide performance data
✓
System configuration & secure API management
✓
Send bulk communications to multiple leads
Sub-Administrator
Sub-Admin
Manages their own team of agents and leads. Handles daily operations without system-wide access.
Permissions
✓
Create & manage agents within their own team
✓
View all leads belonging to their team
✓
Assign leads to any agent in their team
✓
Team-level dashboard & performance overview
✓
Add notes and follow-ups on all team leads
Telecaller Agent
Telecaller
Focused on phone-based outreach. Manages assigned leads, makes calls, sends messages, and updates statuses.
Permissions
✓
View & manage their own assigned leads only
✓
Tap-to-call, SMS & WhatsApp from lead card
✓
Update lead status after each interaction
✓
Add notes and schedule follow-ups
✓
Self-assign new leads from available pool
Field Agent
Field / Office Agent
Office boys, field staff, and support agents with access limited to their own assigned leads and tasks.
Permissions
✓
View own leads with full detail and history
✓
Update lead status and add notes
✓
WhatsApp & SMS communication
✓
Schedule and receive follow-up notifications
03 — Communication

Every channel,
one tap away

No app switching. Call, text, or WhatsApp directly from a lead's profile — with predefined templates ready to fire.

📞
Tap-to-Call
Opens native phone dialer with the lead's number pre-filled. Works with any carrier, zero latency.
→ Works with any mobile carrier
💬
SMS Messaging
Send via native SMS with predefined templates. Bulk-send a single message to multiple leads at once.
→ Bulk send to multiple leads
🟢
WhatsApp Integration
Redirects to WhatsApp with the lead's number. Send template messages or custom texts — single or broadcast.
→ Template messages + broadcast
RK
Rajesh Kumar
+91 98765 43210 · Insurance
Hi Rajesh, calling about your insurance enquiry. Available for a quick call today?
SMS · 10:32 AM
Yes, I'm interested. Please call me after 3 PM.
Received · 10:47 AM
Great! I'll call at 3 PM. Here's a quick overview in the meantime 📎
WhatsApp · 10:49 AM
✓ Follow-up scheduled — Today 3:00 PM
Introduction Follow-up Quote Ready Reminder
04 — Lead Pipeline

Custom statuses,
zero constraints

No rigid dropdowns. Define statuses as free text — exactly the way your team thinks about leads.

New
84
Called
61
Not Picked
28
Interested
47
Not Interested
33
Converted
31
+
📅
Follow-Up Scheduling
Set date & time per lead. Push notifications before the follow-up is due — never miss a callback.
📝
Notes System
Unlimited notes per lead, each timestamped and tied to the agent who wrote it.
🕐
Full History Tracking
Every status change, call, and note logged. Complete audit trail — who did what and when.
05 — Dashboard

Your pipeline,
at a glance

Live overview for admins and sub-admins. Status breakdowns, agent performance, and today's activity in one screen.

LeadFlow — Admin Dashboard
Wednesday, May 13, 2026
📊 Overview
📋 All Leads
👥 Agents
📅 Follow-ups
🔔 Notifications
⚙️ Settings
284
Total Leads
↑ 18 today
47
Interested
↑ 6 today
31
Converted
↑ 3 today
12
Follow-ups
2 overdue
Status Breakdown
New
65%
Interested
42%
Converted
28%
Not Picked
19%
Not Interest.
11%
Today by Agent
RK
Ramesh Kumar
14
SM
Sneha Misra
11
AP
Arjun Patel
9
NV
Neha Verma
7
06 — Get Started

Request a Demo

See LeadFlow in action. Our team will reach out within 24 hours with a live walkthrough tailored to your workflow.

Let's talk about
your sales pipeline.

Whether you're a 5-person team or a 500-agent organisation, LeadFlow scales with you. Share your requirements and we'll tailor the demo to your exact needs.

📧
Email
hello@leadflowcrm.com
📞
Phone / WhatsApp
+91 98765 43210
📍
Office
Kolkata, West Bengal, India