CRM BundalsLead management software
Lead management · for small businessLead management software for small business, where every lead gets a next step
A small business does not lose leads because it has too few. It loses them between the enquiry and the second call. CRM Bundals follows one lead from the moment it arrives to the day the fee is paid, and does not let it sit without a next step.
One lead, start to finish
The same lead at five points in its life. The example is Harsh Vaghela, who asked Disha Career Academy about RRB JE Mechanical.
1. It comes in, once.
- From an Excel or CSV file, your website form, a webhook, or typed in at the counter.
- The phone number is checked. If Harsh is already a lead he is not added again.
- Where he came from is kept, so you can see which source brings paying customers.
Lead SourcesWhere this week’s leads came from
3 ways inExcel or CSV fileSeptember enquiries · 212 added, 9 repeats skipped
Imported
Website formPosts to your secret address · 41 leads, 3 repeats counted
Webhook from another toolIts own secret address · make a new secret any time
Facebook, IndiaMART, 99acres: download there, import here
2. It has an owner.
- New leads are shared between your callers in turn.
- Harsh goes to Pooja. He stays with Pooja unless a manager moves him.
- Pooja sees only her own leads. You see all of them.
LeadsDisha Career Academy · everyone’s leads
23 freshHarsh VaghelaRRB JE Mechanical · Website form · Pooja
Part paid
Anjali TrivediGATE Mechanical · Website form · Pooja
Interested
Rohit ChauhanRRB JE Mechanical · Excel list · Farhan
Fresh
Yash BhattGATE Mechanical · Incoming call · Riya
Call back later
Mitali ParmarSSC JE Civil · Website form · Pooja
Not picking up
Komal PrajapatiSSC JE Civil · Walk-in · Farhan
Fresh
One phone number is one lead, never twoCallers see only their own
3. It sits in a stage.
- Stages are your own words for how far a lead has come.
- A lead leaves the open stages only two ways: Won, or Lost with a reason.
- Lost reasons add up: you learn whether it is the fee, the timing or the competition.
StagesCoaching starter pack
Open
FreshNot picking upCall back laterInterestedPart paid
Closed
WonLost, with a reason
Rename them, add your ownWon becomes a customer by itself
4. It always has a next step.
- Every call ends with a follow-up date, or Won, or Lost.
- Late follow-ups are on top of the caller’s list and counted on your screen.
- When a caller leaves, the leads and their open follow-ups move to you.
Today’s follow-upsPooja Rana
Late 2Mitali ParmarYesterday, 11:00 am · Asked for the batch timings
Late
Dhruv MakwanaYesterday, 4:00 pm · Wants to talk to his father first
Late
Komal PrajapatiToday, 2:00 pm · Demo class reminder
Due
Jignesh SolankiToday, 3:15 pm · No answer on 08/10
Due
Harsh VaghelaToday, 4:30 pm · Balance fee ₹13,500
Due
A call closes the follow-up it answersEach one says what it is about
5. It has one history.
- Calls, forms, WhatsApp messages opened, visits and payments for one person, in order.
- Anyone who picks up the lead later knows what was said.
- Harsh paid ₹5,000 of ₹18,500. The balance reminder is already made.
HV
Harsh Vaghela+91 90990 01234 · RRB JE Mechanical · with Pooja
Part paidLead came in from Website form24 Sep, 7:12 pm · given to Pooja in turn
Qualifying call form filled26 Sep · course, qualification, fee quoted ₹18,500
Call · no answer30 Sep · follow-up made for next morning by a schedule
Call · 3 min 12 s · connectedYesterday, 5:42 pm · read from Pooja’s phone
Payment received · ₹5,000Yesterday, 5:51 pm · stage moved to Part paid
Honest about where leads come from
Works today
- Excel and CSV import, with repeats skipped and counted.
- A secret address for your website form.
- A webhook address for any tool that can send one.
- Walk-ins, references and phone enquiries typed in by hand.
- Download of your leads to Excel, for the owner and managers.
Not connected, or not there
- Facebook and Instagram lead ads are not connected. Download the leads there and import the file.
- IndiaMART, 99acres, MagicBricks and JustDial are not connected either. Same way: download, then import.
- No email marketing, no landing-page builder, no ad management.
- No lead scoring by a machine. Stages and reasons are set by your people.
Importing a file twice is safe. Numbers you already have are skipped, so the usual habit of downloading the whole sheet again every evening does no harm.
Asked about lead management
We have about 200 leads a month. Is this too much software?
It is made for that size. The day-to-day part is three apps: Leads, Calls and Follow-ups. The others stay closed until you need them.
Can two callers end up calling the same lead?
No. A phone number is one lead with one owner. The second import of the same number is skipped and reported.
What happens to a lead nobody can reach?
Each try makes a follow-up for the next day. If you switch the give-up rule on, the lead moves to Lost with the reason “Could not reach” after the number of tries you set.
Can a caller take my lead list with them?
Download and import are for the owner and managers only. You can also hide full phone numbers from callers. When you switch a login off, that person is logged out at once.
Keep reading
All 15 appsWhat each app does, with its screenStarter packsStages, sources and call scripts for 7 kinds of businessTelecalling CRMFor teams that call from their own SIMsLead follow-up softwareEvery lead with a next step, and late ones on topFacebook and IndiaMART lead importWhat works today: download there, import hereLesson 2: Import your leadsA written lesson for the owner or a managerHome pageThe product film and pricing