Lead management software: how DigiPix Flow works
Lead management software that captures every enquiry into one inbox, routes it to a rep, reminds them to follow up and moves each deal through a pipeline you can report on.
Lead management breaks in the gaps between tools. The enquiry arrives in an ad account, the reply goes out from someone's phone, the quotation lives in a document and the report is a spreadsheet. By the time a manager asks what happened to a lead, the answer is spread across four places — if it exists at all.
DigiPix Flow runs those steps on one set of records. The lead inbox collects enquiries from every source you connect and routes each one to a rep. Follow-ups are tasks and reminders on the record, and every call, email and WhatsApp message lands in the same timeline. The pipeline moves deals through the stages you define, with approvals where you need them, and the reports read the same records, so the numbers in your weekly review are the numbers your team actually worked.
Because every part reads the same records, a change in one place shows up wherever it matters. A WhatsApp message appears on the lead's timeline, a won deal counts in the pipeline report, and a reassigned lead takes its whole history to its new owner. Setup happens once, too: the stages, fields, sources and permissions you define are used by the inbox, the pipeline and the reports alike.
The pages below take each part in turn. Start with how it all connects for the whole journey from first enquiry to won deal, or go straight to the part you are fixing first — for most teams that is the lead inbox, because a lead that never reaches the CRM cannot be followed up.
The product, part by part
Four parts, one record: capture, follow-up, pipeline and reporting.
Lead inbox
Lead capture software that pulls Meta Lead Ads, Google Ads lead forms, IndiaMART, website forms and your own systems into one list, checks every lead for duplicates, scores it and routes it to the right rep before it goes cold.
Pipeline
Sales pipeline software that puts every open deal on one board, with stages that mean the same thing to every rep, approvals before a big discount goes out, and a clear owner and reason behind every win and loss — so the pipeline you review on Monday is the pipeline your team is really working.
Follow-ups
Sales follow-up software that schedules every next touch on the record it belongs to, reminds the owner on web and phone before it's due, alerts the team when it runs late and leaves nothing dangling once a deal closes — so the call you promised on Thursday happens on Thursday.
Reports
CRM reports on the numbers a sales lead checks every week — new leads, where they came from, what the pipeline is worth and how many deals you win — calculated from the CRM itself, scoped to what each person is allowed to see, and saved, scheduled or exported in a click.
Start with the whole journey
How the four parts share one record, and why teams choose to work this way.
How it all connects
DigiPix Flow runs your whole CRM workflow on one set of records, not five tools sharing a login. Capture, conversations, the pipeline, handover and reports all read and write the same records, so every team picks up exactly where the last one left off — and nobody types the same customer in twice.
Why DigiPix Flow
Indian CRM software with rupees and Indian time by default, WhatsApp and IndiaMART where your buyers already are, your data hosted in India, and one record every team shares — set up with a specialist who learns how your team sells.
Frequently asked questions
What is a lead management system?
Software that takes a lead from the moment it enquires to the moment it becomes a customer: capturing it from every source, routing it to someone, keeping every follow-up on record and showing where each lead stands. A lead management CRM does that on the same records the rest of the sales process uses.
How is this different from a spreadsheet and WhatsApp?
A spreadsheet holds the list but not the conversation, and personal WhatsApp holds the conversation but not the list — and both leave with the person who kept them. In a lead management system, the lead, its owner, every message and every follow-up are one record the whole team can see.
Where do we start?
Most teams start by connecting their lead sources to the lead inbox, so nothing is missed, then set up follow-up reminders and the pipeline stages. Reports work from the first day because they read the same records.
Can managers see what every rep is doing?
Yes, within the permissions you set. Managers see each lead's owner, its follow-ups and its full conversation history, and the reports show leads by source and pipeline by stage across the team.
Is our data hosted in India?
Yes. Your workspace data is hosted in India, with rupees and Indian time as the defaults.