Lead management
- Master leads list with search and filters
- Kanban pipeline with drag-and-drop
- Custom pipeline stages (reorderable)
- Bulk CSV import
- Lead linking and follow-up lead creation
- PDF exports for lists and history
Waitizzy CRM · Lead management CRM Enquiry to close,
Enquiry to close,
organised.
A sales CRM built around your lead pipeline — master list, kanban board, dormant recovery, and team workflows from first enquiry to close.
- Kanban
- Pipeline
- Dormant
- Recovery
- Team
- Assignees
Capabilities
Built for your sales floor
Track every touch, move deals through stages, recover dormant opportunities, and keep your team aligned from enquiry to close.
Sales workflows
- Enquiry approval workflow
- Lead assignment to team members
- Deal value and payment status tracking
- Per-stage status updates
- Activity logging: call, email, WhatsApp, meeting
- Full action history timeline
Follow-up & outreach
- Dormant lead detection with configurable thresholds
- Bulk email outreach to dormant leads
- Automated email notifications for lead events
- Scheduled weekly and monthly report emails
- Outbound email with Reply-To to your business address
Analytics & configuration
- Pipeline dashboard with charts and period filters
- Leads by stage, source, approval, and payment status
- Deal value by stage and top assignee rankings
- Custom lead input fields (text, select, checkbox, and more)
- Assignee-scoped views for restricted team members
Lead sources
Track where every enquiry comes from
Built-in source types and custom fields so your pipeline reflects how leads actually arrive.
Digital channels
LinkedIn, IndiaMart, WhatsApp, and email enquiries in one pipeline.
Referrals & repeat
Referral and existing-customer sources with deal value on every lead.
Custom context
Tags, custom fields, and per-stage statuses for any extra detail you need.
Ready to organise your pipeline?
Tell us how your team sells today — we will follow up by email.