Lead management software collects every enquiry in one place, gives each one an owner and a next step, and tracks it until it closes. In Pingo360, leads arrive from your WhatsApp Business inbox and website chat, automation sets the owner and creates the follow-up task, and the deal moves across a drag-and-drop pipeline. ₹999/month, unlimited users.
Start free trial →Lead management is the unglamorous discipline of making sure every enquiry has three things: a place it lives, a person responsible for it, and a defined next step with a date. Most lost deals in small Indian businesses are not lost to a competitor's better price. They are lost because an enquiry arrived on WhatsApp at 9pm, got a "will check and revert", and then nothing happened for three weeks.
Software fixes that in a specific way. It removes the two failure points that are pure human memory: remembering that a lead exists at all, and remembering when to chase it. Once capture is automatic and the follow-up is a task with a name on it, the only remaining variable is whether your team does the work — which is a management problem you can actually see, rather than a mystery.
Capture — the enquiry becomes a record without anyone retyping it. Qualify — you decide, quickly, whether it is worth time, and record why. Work — a stage, an owner and a next task, updated as things move. Close — won or lost, with the reason recorded, so next quarter's decisions are based on something. Skipping any one of them is how pipelines turn into wishful lists.
WhatsApp messages, website chat enquiries and manual or imported entries are matched to an existing contact or created fresh — no duplicate leads to clean up later.
An automation rule on record creation can set a property — including the owner — create a task for that person and notify the team, so no lead sits unowned overnight.
Add properties that reflect how you really triage: budget, source, city, priority. Set them by hand or with automation, then sort and filter the board by them.
Automation creates the follow-up task when a lead arrives or changes stage, so chasing is a list item with a name and a date rather than a good intention.
Drag-and-drop boards with custom stages that match your real process — enquiry, quotation sent, site visit, negotiation, PO awaited — not a template you have to work around.
Pipeline, team activity and revenue reports make it obvious where leads pile up and stop moving, which is usually one stage and one habit.
A buyer messages your WhatsApp Business number. Pingo360 matches the number to an existing contact or creates one, and the conversation lands in the shared inbox where your whole team can see it — not on one salesperson's phone. An automation rule fires on creation: set the owner, create a "respond and qualify" task for them, notify the team channel.
Your salesperson replies from inside Pingo360, so the whole thread stays on the contact's timeline. Emails to the same customer are logged automatically, which means the quote you sent and the WhatsApp negotiation about it are readable in one place by whoever picks this up next month.
The deal moves across the board as things progress, and each stage change can trigger the next task. When it closes, you generate a GST-compliant invoice from the deal itself — correct CGST and SGST split for in-state, IGST for inter-state — with a UPI payment link the buyer can pay from the same phone they first messaged you from. Nothing gets retyped into a second system.
| What you need | Spreadsheet + WhatsApp | Pingo360 |
|---|---|---|
| Getting the enquiry in | Typed in later, if at all | Captured from WhatsApp and web chat |
| Duplicate leads | Cleaned up by hand | Matched to existing contacts |
| Who owns this lead | A name in a cell, often stale | Owner set by automation |
| Next follow-up | Memory | A task with a date |
| Conversation history | On someone's phone | On the contact timeline |
| Email trail | Personal mailbox | Logged automatically |
| Seeing where leads stall | Build a pivot table | Pipeline and activity reports |
| Converting to an invoice | Retype into billing software | GST invoice + UPI link from the deal |
| Someone resigns | Leads leave with them | Records stay, ownership reassigned |
Retail and D2C sellers handling a constant trickle of WhatsApp enquiries. Volume is the problem: individually each message is trivial, collectively they are impossible to hold in your head, and the ones that quietly go unanswered are invisible until you look at a report.
Distributors and wholesalers where the same dealers reorder on a loose cycle. Here a "lead" is often a reorder that has not happened yet, and the win comes from a task list that notices who has gone quiet rather than waiting for them to call.
Service businesses — contractors, equipment servicing, clinics, coaching, travel and events. Long consideration, several quote revisions, site visits to confirm. The deal usually goes to whoever followed up on the fourth attempt, which is exactly the attempt people skip.
Agencies and consultancies working a small number of larger opportunities through long approval chains. Fewer leads, higher stakes, and multiple stakeholders emailing and messaging — so having every thread on one record is what keeps a pitch coherent.
WhatsApp messages, website chat enquiries, and manual or imported entries all become records in Pingo360, matched to an existing contact or created fresh — so you are not cleaning up duplicates later.
Yes. An automation rule that runs when a record is created can set a property — including the owner — create a task for that person, and notify the team, so a new lead never sits unassigned overnight.
Add your own property such as priority, budget or source, set it manually or with an automation rule when the record is created or updated, and sort your pipeline board by it. The pipeline and team activity reports then show where leads are piling up.
A task with an owner. Automation creates that task when a lead arrives or changes stage, so the follow-up exists as a real item on someone's list rather than depending on whoever remembers first.
Yes — import from CSV or JSON and map the columns to Pingo360 fields. You can export the same way at any time, so a purchased list or an old spreadsheet can be brought in and worked immediately.
No. Capture, pipeline, automation and reports are all part of the single ₹999/month plan with unlimited users, billed monthly through Razorpay. There is no separate lead-management tier.
Yes. Custom objects let you model whatever your business actually sells or tracks — properties, machines, courses, policies, shipments — and link those records to the contacts and deals involved.
It moves through your pipeline stages to closed, and you can generate a GST-compliant invoice from the deal with the correct CGST/SGST or IGST split and a UPI payment link — without retyping anything into separate billing software.