lead management app · Leads
Leads live in three places: a sheet, a notebook and someone's memory.
Lead management app by Telecalling Software, on the phone that makes the call.
Telecalling Software is a lead management app that keeps the record inside your dialer, where the calling happens. Add a lead with just a number, tag where it came from, move it through statuses you define, attach the products discussed, and every call, note and reminder collects on the same screen. Managers see the same records from the web dashboard.
- Lead management app
- Mobile CRM
- Lead status pipeline
- Custom fields
- Lead source tracking
- Lead management crm
- Mobile crm for leads
- WhatsApp CRM
- Leads from Sheets and APIs
- Backup and restore
- Caller ID and spam
3 days free, no cardIncluded in the one plan
What is a lead management app?
Telecalling Software is a lead management app that lives inside the phone dialer. A lead is created from a mobile number, tagged with its source, moved through statuses you define, and carries your own fields, the products discussed, every note and every call on one screen. Managers see the same records on the web dashboard.
01 · At a glancelead management app · facts checked September 2026
Lead management app features
| Fact | Telecalling Software |
|---|---|
| A lead is | A phone number with a status, a source, notes, custom fields, calls and a next date |
| Statuses | Your own names and order; each status can trigger a WhatsApp message |
| Custom fields | Any column from your sheet becomes a field on the lead |
| Where it lives | On the caller's phone and, with backup on, on the web dashboard |
| Assignment | Round-robin or by hand, with transfer history kept on the lead |
| Limits | Unlimited leads and calls on every plan; runs on Android 8 or newer |
02 · What you get
- A lead from a numberType or paste a mobile number and the lead exists. Dictate the requirement instead of typing it.
- Your own pipelineRename, reorder and add statuses. New, Interested, Demo booked, Won, Lost, or whatever your team says out loud.
- Fields that fit your businessAdd fields to leads and clients, including a location field that captures where the lead is.
- The whole story on one screenCalls, WhatsApp chats, notes, reminders and the products discussed, together, for every number.
03 · How it worksThree moments
Add or import
One number at a time, or a whole sheet.
Call and update
Status, note and follow-up saved as the call ends.
Open the record
Everything that ever happened with this customer, in order.
04 · Who uses itThree teams
Lead management app uses
- A loan DSAkeeps bank, loan amount and document status as fields on the lead, so the next caller does not ask again.
- A real estate brokermoves a lead through enquiry, site visit, negotiation and booking as stages that the dashboard counts.
- A clinic front desklogs every enquiry call with a note, and pulls the "interested, not booked" list at the end of the week.
05 · LimitsRead before you buy
Lead management app limits
- It is a CRM for calling teams, not an accounts or inventory system; won deals move to the client record, not to an invoice.
- It does not read leads out of email; leads arrive from sheets, files, forms and APIs.
- A lead needs a phone number. There is no lead without one, because the number is the record.
06 · Also in leads10 more
- Add a lead from a numberA mobile number is enough to create a lead. Add the source and say the requirement out loud instead of typing.
- Lead source tagsTag where each lead came from: an ad, a portal, a referral, a walk-in, a website form or a source you name yourself.
- Your own fieldsAdd the fields your business needs on leads and clients, including a map location.
- Your own status pipelineDefine the stages a lead moves through and change them straight from the call screen.
- Notes that return on the next callA note is tied to the number. It shows on the call screen the next time that number rings or is dialed.
- One screen per customerCalls, chats, notes, reminders and lead details for one person, in order, on one screen.
- Lost leads listEvery lead marked lost, in one list, ready to be called again.
- Follow-up reminders that ringOne tap sets a call-back for five minutes, tomorrow or every week. It rings like an alarm, and you call from the reminder itself.
- Repeat remindersEvery day, week, month, year or every N days, with an end date. Set the "call me every Monday" customer once.
- Act from the reminderWhen it rings: call back, see the history, save a note by voice, or move it to a new time.
07 · Questions
Lead management app FAQ
Do I need a laptop to manage leads?
- No. The lead list, statuses, notes and reminders are all on the phone. The web dashboard is there for managers who prefer a big screen, not a requirement.
Can I make my own lead statuses?
- Yes. Rename the defaults, add new ones and drag them into the order your team uses. Statuses in use cannot be deleted by accident.
How do I know where a lead came from?
- Every lead carries a source tag. The built-in ones cover the usual channels (social ads, search ads, portals such as IndiaMART and JustDial, website forms, referrals and walk-ins), and you can add your own.
Can I see all lost leads together?
- Yes. Lost leads sit in their own list, ready for a win-back session with the auto dialer.
Does a note show up on the next call?
- Yes. The last note is on the call screen when the same number rings again or when you dial it, so the conversation starts where it left off.
Is there a free lead management app for Android?
- Lead management is the paid half here rather than the free one, and it is worth being plain about that. The free forever plan covers calling: the dialer, filters, call analysis, analytics and automatic WhatsApp. Lead records, stages, assignment and the dashboard are the paid side, ₹161 a user each month billed yearly.
How do I import leads into the lead management app?
- Three ways. Upload an Excel or CSV and map the columns, connect a Google Sheet so new rows arrive by themselves, or post them in through the API from a website form or ad platform. Only the mobile number is required; everything else becomes a field on the lead.
Can I assign leads to a specific caller?
- Yes, by hand or round-robin, and you can move them later. Each caller sees only what is theirs, so two people never work the same number, and reassigning somebody's leads when they leave takes one action from the dashboard.
Does the lead management app work offline?
- The calling and the logging do. Leads already on the handset stay usable with no signal, and outcomes, notes and next dates queue and upload when a connection returns. Importing and assigning need the dashboard, so those want a connection.
What is the difference between a lead management app and a CRM?
- In practice very little, and the words are used interchangeably in this market. Where a difference is drawn, lead management covers the front half, capturing an enquiry and working it to a decision, while CRM stretches to everything after the sale as well. This product does both, which is why the client and renewal side exists.
Can I track lead source and see which one converts?
- Yes, and it is the report owners run most. Every lead carries the source it arrived from, and the analytics break calls, connects and outcomes down by source as well as by caller, which is what tells you whether the ad spend or the referrals are doing the work.
How do I find a lead quickly while the phone is ringing?
- You do not have to. The record opens by itself when that number dials out or rings in, with the name, status, source and last note on screen before you speak. Searching for a lead during a live call is the thing this is designed to remove.
Can I add custom fields to a lead?
- Yes. Any column in the sheet you import becomes a field, and you can add your own from the dashboard: policy number, model, batch, loan amount, whatever your business actually tracks. Callers see them on the lead while they talk.
Does the lead management app send automatic follow-up messages?
- A WhatsApp goes out by itself when a call ends, chosen by the outcome you picked, so the brochure or price list you promised is sent without typing. Scheduled message sequences over days are not something this does; the follow-up here is a reminder that rings the caller rather than a message that fires on its own.
Is there a limit on the number of leads?
- No practical limit. Lists of tens of thousands of numbers are common, and search stays quick because it is indexed on the phone.
Goes well with
- Auto dialerPick a list, press start, and the phone rings the next number each time a call ends. You only talk.
- Attendance with a live selfieCallers mark in and out with a live selfie taken inside the branch radius. Punches made offline sync later; nothing tracks them between punches.
- Calling sessionsA guided run through a list with a progress count and a stop button that follows you around the phone.
Your next chapter₹161 per user per month on yearly · every feature included
Good things
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Keep reading
- Follow-up remindersOne tap sets it; it rings like an alarm.Open
- Clients and renewalsPaid, due and renewal date on every sale.Open
- Auto WhatsApp after callA message per call type, sent by itself.Open
- Bulk WhatsAppBroadcast to any list you already have.Open
- How many calls should a telecaller make in a day?how many calls should a telecaller make in a day: the maths by hand and with an auto dialer, and the number to target instead.Open
- How many times should you follow up a lead?how many times should you follow up a lead: by call and WhatsApp, the spacing that works in India, and when to stop.Open
Updated on · Facts checked September 2026