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Visual Pipeline
Drag-and-drop Kanban by stage with weighted pipeline value and conversion metrics.
A full lead-to-cash workspace inside CoreHRx — capture leads, automate follow-ups across channels, shape custom funnels, and send quotes and invoices without a separate CRM subscription.
Drag-and-drop Kanban by stage with weighted pipeline value and conversion metrics.
Trigger email, WhatsApp, SMS, RCS, and in-app tasks when leads change stage or match your rules.
Text, number, dropdown, date, and more — tailored to your sales process per org.
Put follow-ups on autopilot so no hot lead goes cold.
If/then rules on stage change, score thresholds, idle time, and owner assignment.
Personalised messages with merge tags, schedules, and delivery logs.
Reach leads on the channels your org enables — configured once in CRM settings, no separate tools.
Enroll leads in multi-step cadences with automatic task creation.
Model your real sales motion with stages, weights, and funnel analytics.
Unlimited stages, colours, win probabilities, and stage-level SLAs.
Conversion by stage, source, owner, and campaign — export-ready.
Rules-based and history-driven scores to surface hot opportunities.
Round-robin, territory, or rule-based routing to the right rep.
Capture exactly what your team needs — without developer tickets.
Add custom fields per module with validation and visibility controls.
Activities, comments, tasks, documents, and stage history on one timeline.
Track where leads come from and what they are interested in.
Granular CRM roles — who sees, edits, or configures pipelines and automations.
From first touch to paid invoice — connected to your operations stack.
Build line-item quotes from your product catalog with one-click send.
Convert wins to invoices, track payment status, and overdue alerts.
SKUs, pricing, categories, and HSN-ready items for faster quoting.
Configure channels, webhooks, and org settings from a central CRM config.
Book a demo to walk through Lead CRM with your team size, modules, and compliance needs — on one platform from ₹29/employee/month.
Try Lead CRM with the full CoreHRx platform — attendance, payroll, and more from ₹29/employee/month.
Included on eligible plans · No credit card for trial · Cancel anytime
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