Leads & CRM
One pipeline for every lead source. Capture from Google Ads, Meta Ads, your website widget, your team WhatsApp and your softphone. Eight stages. Hot / Medium / Low priority. Click-to-call, click-to-WhatsApp, click-to-email from every row.
The problem
Your leads live on five different phones.
WhatsApp on the founder's personal number. Website enquiries in someone's Gmail. Google Ads leads in an Excel export nobody opens. Calls written on paper. There is no single source of truth — and every channel has its own follow-up gap.
- ✕ No manager visibility — you ask three people for one lead's status
- ✕ Leads slip when an agent is on leave or quits
- ✕ No way to filter "all hot leads from last week" across channels
- ✕ Conversation history walks out the door when an agent leaves
The solution
One screen. Every lead. Forever.
Every lead lands in one pipeline tagged with the channel that brought it. Open a lead and see the full timeline — every call (with recording), every WhatsApp message, every email, every action item, every follow-up draft the AI prepared for your team. Nothing leaves with anyone.
8-stage pipeline with priority flags
New → Contacted → Qualified → Proposal → Negotiation → Won, plus Lost, Archived and Blacklisted. Hot / Medium / Low priority on every lead. Drag-drop between stages.
Click-to-act on every row
Tap to call from the browser (auto-recorded). Tap to WhatsApp. Tap to email. The lead row is the only thing your sales team needs open.
Lead detail page
Full profile with call history + recordings, AI-drafted follow-ups, action items, and a complete activity timeline. Every change is auditable.
Source-tagging
Every lead carries its origin: Google Ads, Meta Ads, WhatsApp, Website Widget, AI Chat, CSV Import, Manual or API. Know which channel actually closes.
CSV import / export
Drag any Excel sheet — Google Ads export, Meta Ads export, your old CRM. The system validates and shows per-row errors. Export any subset anytime.
Team Management built in
Invite by email. Owner, admin, agent and viewer roles. Create named teams ("Pune Branch", "Senior Sales Pod") — and watch them compete on the Top Teams leaderboard.
How it works
From sign-up to live in under 2 hours.
Import your existing leads
Drag your Excel. CSV mapper validates and reports any per-row errors. 60 seconds for 800 leads.
Connect your lead sources
Paste a webhook from Google Ads / Meta / your website form — AI maps every field. Or use the Conwerz website widget.
Work the pipeline
Your team gets the morning briefing email at 9 AM with their personal hit list. They tap-to-call. AI drafts the follow-up. They send.
Real scenarios across industries
How this feature plays out in the live verticals on Conwerz AI today.
Scenario
Five agents at one brokerage — same buyer messages all of them
Outcome
CRM detects the duplicate, locks the lead to the original agent, blocks double-quoting.
Scenario
New counsellor joins on Monday
Outcome
Excel sheet imported in 60 seconds. Counsellor sees only their assigned leads, with priority flags.
Scenario
Peak season — 200 booking enquiries in one weekend
Outcome
Every enquiry tagged by source, sorted by priority. Owner sees the team leaderboard live.
Outcomes founding clients see
Pilot results validated with our 5 founding clients across 3 industries.
Why Conwerz AI also includes this
- Built-in click-to-call softphone with auto-recording — no separate dialer tool
- Daily morning email briefing every salesperson actually opens
- AI drafts every follow-up — your team just clicks send
- Multi-tenant verticals — run multiple businesses on one account with private knowledge
Frequently asked
How do I get my existing leads in? +
Drag any Excel or CSV — Google Ads exports, Meta Ads exports, your old CRM. The mapper validates each row and shows you any errors before import. 800 leads in about 60 seconds.
Can my team only see their own leads? +
Yes. Roles include owner, admin, agent and viewer. Agents only see leads assigned to them. Admins see everything.
What happens to leads when an agent leaves? +
The activity timeline stays with the lead — every call recording, every WhatsApp message, every note. Bulk-reassign the agent's pipeline to someone else in one click.
How do I know which ad channel actually converts? +
Every lead carries its source tag. Filter the pipeline by Source = Google Ads vs Meta Ads vs Widget and see which one closes more deals.
Can I run multiple businesses on one account? +
Yes — each business gets a private knowledge brain and pipeline. Real-estate docs never reach the healthcare bot, and vice versa.
Pairs well with
See Leads & CRM live in your business
14-day free trial. No credit card. Setup in under 2 hours. Founding-client pricing locked for 12 months.