Lead Management
Lead Management is AbhiKai's first service: capture leads from every source, assign them to your team, and work each one through a simple, phone-first sales flow.
Built for the daily grind of sales
Capture from anywhere
Import a CSV, add leads by hand, or receive them live from your website, Meta lead ads, and WhatsApp.
Assign in seconds
Auto-assign in a balanced round-robin across your team, or hand-pick the right rep. No lead slips through.
A focused work page
Your reps see one lead at a time: call, set a status, add a note, and move on to the next.
Roles that fit your team
Owner, Manager, Team Lead, and Sales — each person sees exactly what they should, and nothing more.
Activity you can trust
Every call, note, and status change is recorded, with alerts when a lead has been sitting too long.
Know your numbers
See pending, scheduled, and converted leads at a glance — per rep and per team.
Lead management questions
Is AbhiKai a CRM?
AbhiKai focuses on the lead-management part of a CRM: capturing leads, assigning them to salespeople, and tracking calls until the deal closes. If a full CRM feels heavy for your team, AbhiKai keeps daily sales work simple.
How does automatic lead assignment work?
New leads are spread across your sales team in a balanced round-robin, or you can assign them manually. Managers and team leads can see and reassign anything left unassigned.
Can I import my existing leads from Excel or CSV?
Yes — upload a CSV or Excel file and map the columns once; duplicates are detected during import. You can also add leads manually or capture them live from website forms, Meta lead ads, and WhatsApp.
Does AbhiKai work for Indian businesses?
Yes — AbhiKai is built India-first: phone-first sales workflows with +91 defaults, WhatsApp lead capture, and INR billing alongside USD pricing.
Who can see which leads?
Roles control everything: salespeople see only their assigned leads, team leads see their team, and owners and managers see the whole business.