Sales & Marketing

CRM & Lead Management System

Every lead followed, every deal visible โ€” pipelines, automation and AI scoring that adapt to how YOUR business sells.

All channels into one lead inbox Automated WhatsApp/email cadences Custom pipelines for YOUR process AI scoring & revenue forecasting Quotations, tasks & full history Manager truth: funnels & leaderboards

Trusted across industries

Marketing & Digital Agencies
Education & Training Institutes
Healthcare & Clinics
Manufacturing & B2B
Financial Services & Insurance
Travel & Hospitality
Interior & Construction Services
Software & IT Services

About LeadFlow CRM

LeadFlow CRM by MMT Softtech is a flexible customer relationship and lead management platform for businesses whose growth depends on disciplined selling โ€” agencies, clinics, institutes, manufacturers, service firms and everyone in between. The universal sales problem isn't lead shortage; it's leakage. Enquiries arrive on calls, WhatsApp, web forms, ads and walk-ins โ€” then scatter across notebooks and personal phones. Follow-ups depend on memory. Managers see activity, not truth. And when a salesperson exits, their pipeline exits with them. LeadFlow closes the leaks. Every channel feeds one de-duplicated lead inbox with source attribution. Assignment rules distribute fairly; SLA timers make first-response speed visible; automated cadences send the right message at the right moment on WhatsApp, email and SMS until humans take over. Pipelines mirror your exact stages โ€” site visit, trial class, demo, sampling, whatever your business calls them โ€” with quotations, follow-up tasks and outcomes logged against every deal. AI raises win rates: lead scoring prioritises genuine buyers, next-best-action nudges keep momentum, conversation summaries save note-taking, and forecasting turns pipeline into dependable revenue projections. Managers get funnels, source ROI, response-time leaderboards and lost-reason analytics that actually explain performance. Deployment is refreshingly fast โ€” pipelines, fields and automations configure in days without code, and your data stays yours: exportable, auditable, protected by roles that survive team churn.

Problems We Solve

Leads scattered across phones, forms and WhatsApp Follow-ups depend on individual memory No visibility of real pipeline and conversion Quotes and negotiations tracked nowhere Departing salespeople take relationships along

Key Benefits

All channels into one lead inbox Automated WhatsApp/email cadences Custom pipelines for YOUR process AI scoring & revenue forecasting Quotations, tasks & full history Manager truth: funnels & leaderboards

Why Choose Us

Most CRMs force their process on you or need months of consulting. LeadFlow configures to your sales language in days, automates the follow-up grunt work, and adds practical AI that salespeople feel helping โ€” backed by MMT Softtech's hands-on onboarding and WhatsApp-first support.

Capabilities

Powerful Features

Omni-Channel Lead Capture

Web forms, Google/Meta ads, WhatsApp, IVR, email and walk-ins into one inbox with source tags.

Everything included

Complete Modules

Lead Inbox

Unified capture with attribution.

Contacts & Accounts

People, companies and relationship maps.

Pipeline Management

Kanban deals with stage rules.

Activities & Tasks

Follow-ups, meetings and reminders.

Automation Studio

No-code triggers, cadences and alerts.

Quotations

Templates, versions and approvals.

Communication Hub

WhatsApp, email, SMS and call logs.

Products & Price Lists

Catalog for quotes and orders.

Campaign Tracking

UTM attribution to revenue.

Team & Territory

Hierarchies, targets and distribution.

Customer Success

Post-sale follow-ups and renewals.

Reports & Dashboards

Funnels, sources and performance.

Imports & API

Excel imports and REST integrations.

Roles & Security

Visibility rules and audit trails.

Built for Scale

Platforms

WebAndroidiOS

Deployment

CloudOn-PremiseHybrid

Integrations

WhatsApp Business APIGoogle & Meta Lead AdsCloud telephony/IVRRazorpayTally exportEmail & SMS gateways

Security & Compliance

Role-based access controlAES-256 encryption at restTLS 1.3 in transitAudit logsDaily automated backupsOTP & 2FA login

Technology Stack

Next.jsNode.jsMySQLRedisAWSREST API

Frequently Asked Questions

3โ€“7 days for most teams: pipeline configuration, channel connections, template setup and training.
Per-user monthly plans; automation and WhatsApp add-ons as needed. Startup-friendly and enterprise tiers โ€” request a quote.
Yes โ€” stages, fields, validations and automations are fully configurable; our team models your process in the demo itself.
Role-based visibility, phone masking, export restrictions, device logs and full audit trails protect your pipeline asset.
Cloud-first; private-cloud/on-premise options for enterprises with compliance needs.
Google/Meta lead forms, WhatsApp Business API, IVR/telephony, email/SMS providers, Razorpay, Tally export and a REST API.
Yes โ€” Android/iOS apps with dialer, WhatsApp, geo check-ins and offline notes.
Scores leads, suggests next actions, drafts follow-up messages, summarises conversations and forecasts closures โ€” assisting reps, not replacing them.
Yes โ€” mapped imports preserve owners, stages, notes and history with de-duplication.
Live role-based sessions plus micro-videos; reps are productive within a day, managers within two.
MMT Softtech โ€” continuous cloud updates included; configuration changes handled by support on request.
Yes โ€” from 3 users to 500+, with territories, hierarchies and performance intact.
WhatsApp-first support with SLAs, onboarding manager and quarterly usage reviews on growth plans.
Yes โ€” record-level visibility by team/territory, with private fields where needed.
Yes โ€” a guided pilot with your live leads for 14 days proves the follow-up lift before commitment.
Free consultation

Book a Free Demo

See CRM & Lead Management System in action. Our team will walk you through everything and answer all your questions.

  • Personalized product walkthrough
  • Pricing & deployment guidance
  • No obligation โ€” 100% free