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Core CRM

Sales & Lead Management

Capture leads from multiple sources, qualify them quickly, assign owners, and track each stage until conversion. Madey CRM keeps your sales funnel structured, measurable, and action-ready.

3x

Faster Lead Response

100%

Assignment Visibility

40%

Better Conversion Discipline

Sales & Lead Management

Feature Coverage

  • Manual and bulk lead creation via template import
  • Lead source tagging and status progression tracking
  • Auto or manual lead assignment to team members
  • Qualified and lost lead visibility with conversion trail
  • Lead history with follow-up logs and accountability
  • Sales movement insights from first touch to closure

How It Works

1Capture Lead
2Qualify Opportunity
3Assign Owner
4Move Through Pipeline
5Convert to Proposal/Invoice

Business Benefits

Pipeline Clarity

Know exactly where every deal stands and what action is needed next.

Team Accountability

Clear lead ownership eliminates confusion and improves follow-up discipline.

Faster Qualification

Structured lead fields and status stages reduce decision time for sales teams.

Audit-Friendly Logs

Every lead update is captured with timeline context for governance and review.

Included in This Feature

Lead Source MasterLead Status WorkflowImport TemplatesFollow-up LogsOwner Dashboard

Quick FAQ

Can we import existing leads from Excel?

Yes. Madey CRM supports template-based bulk import with mapped fields for source, status, and assignment.

Can managers track lead ownership and conversion?

Yes. Assignment visibility, status movement, and conversion metrics are available in list and report views.

Customer Perspective

Amit Verma · Sales Manager, Horizon Travels

After switching to Madey CRM, our sales team stopped missing follow-ups and our lead conversion became predictable.

Implementation Deliverables

  • Lead import template setup
  • Lead source and stage master configuration
  • Owner-based lead routing model
  • Conversion and loss reason reporting