Sales CRM
Lead Pipeline
Move leads from new enquiry to qualified, demo, quotation and closure with owner accountability. Lead Pipeline is the operating board for sales: each lead has source, status, owner, score, value and next action.
Last updated
Who it is for
Sales teams replacing Excel sheets, WhatsApp groups and daily manual status calls.
Part of the Leads & Sales CRM module. See plans and modules
How it works, step by step
Managers configure statuses, import leads, assign owners and review stuck leads by source or agent.
- Add leads by hand or import a CSV or Excel file using the template.
- Assign each lead to an employee or team.
- Log calls, notes, follow-ups and demos on the lead.
- Move the lead through your stages until it is converted or lost.
What you get
- Kanban style stages
- Lead score
- Duplicate detection
- Merge tools
- Bulk import
- Assignment rules
What it connects to
- Sales PipelineLead stages, revenue forecast and follow-up pressure in one board.
- Call History TimelineA searchable timeline of incoming, outgoing, missed and synced client follow-up activity against each lead and employee.
- WhatsApp CRMPer-employee WhatsApp with a live inbox, contact sync and every conversation on the lead's timeline.
- Quotation ManagementGST-ready quotations with per-line GST, revisions, viewed tracking, lost reasons and Mark as Accepted.
- Workflow AutomationAutomate reminders, assignments, alerts and manager notifications across CRM modules.
Getting set up
Import leads from CSV, define stages and assign default owners or teams.
- Help guideGetting started with BizzSetuCreate a BizzSetu workspace, set up your company, invite your team and import your first leads.
- Help guideImporting leads from Excel or CSVImport leads into BizzSetu from a CSV or Excel file using the template, with a preview and duplicate matching.
- Help guideLinking WhatsApp to BizzSetuLink your own WhatsApp to BizzSetu by scanning a code, then chat with leads from the CRM inbox.
Lead Pipeline: questions and answers
- Can I import leads from Excel?
- Yes. Lead import accepts CSV and Excel files. Download the template, upload your file and check the preview before you confirm.
- What happens to duplicate leads?
- Leads are matched on phone number and email. A new lead that matches an existing one is flagged, an import can update the existing lead, and two leads can be merged.
- Can a lead be interested in more than one product?
- Yes. A lead can carry several interested products, and an import row can list more than one.
- Which module is this part of?
- Lead Pipeline is part of Leads & Sales CRM. Modules are sold separately or in the Full CRM bundle; see the pricing page for current prices.
See Lead Pipeline on your own data
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