What’s inside LeadLix

Sales pulse — what needs attention today.

Manage and track every sales opportunity in one place.

Drag-and-drop sales pipeline by stage.

Manage converted customers and their relationships.

Due today, upcoming, overdue, and completed — plus pending new leads.

Team tasks with board and list views.

SIM-based calling — sync phone calls with CRM without opening the CRM.

Browser WebRTC / PSTN calling built into the CRM.

Manage WhatsApp conversations inside LeadLix.

Broadcast to CRM leads and track delivery, reads, and replies.

Event-driven workflows: triggers → conditions → actions.

Products with stock tracking and billable services.

Bank, cash, and payment wallets in one ledger.

Income and spend tracking with payroll visibility.

GST-compliant documents in INR.

Personal chats and group conversations with your team.

Workspace file storage and shared documents.

Date-filtered analytics and performance insights.

Short URLs with click analytics.

Website forms, API, Meta Ads, and Google Sheets — into one CRM.

Manage team members and custom roles with RBAC.

Account, workspace options, and preferences.

Built-in tools that keep the team fast.