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apnalead CRM · Flagship

The CRM that captures, distributes and closes every lead

From Meta ad enquiry to won deal — apnalead CRM keeps your whole sales motion in one fast, mobile-first workspace built for Indian sales teams.

  • Real-time Meta Lead Ads sync
  • WhatsApp templates & live chat
  • No-code automation flows
  • Daily reports on email & WhatsApp
app.apnalead.com/leads
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Lead management

A lead dashboard built for speed

See every lead with configurable columns, powerful filters and quick actions. Sort, segment and work your list without hunting through screens.

  • Configurable columns & saved views
  • Advanced filters and search
  • Full lead timeline & activity history
app.apnalead.com/leads
1,284
New
612
Contacted
198
Won
Stage
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Pipelines & stages

Colour-coded pipelines with drag-drop kanban

Model your exact sales process with colour-coded stages. Move deals across a kanban board with a drag, and always know what needs attention.

  • Unlimited custom stages
  • Drag-and-drop kanban board
  • Per-project and per-team pipelines
app.apnalead.com/pipeline
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Contacted
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Call disposition

One-tap call disposition & click-to-call

After every call, log a remark, set the stage, schedule a follow-up and tag the project — in one tap. Click-to-call dials straight from the lead.

  • Click-to-call from any lead
  • One-tap remark, stage & follow-up
  • Auto-attach project & source
app.apnalead.com
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WhatsApp & Email

WhatsApp templates, live chat & email flows

Reach leads where they reply. Send approved WhatsApp templates, chat live from a shared inbox, and trigger email sequences — all tied to the lead record.

  • Approved WhatsApp templates
  • Shared live-chat inbox
  • Email flows tied to stages
app.apnalead.com/inbox
Meta Lead Ads + CAPI

Sync Meta leads and optimise ad spend

Pull Facebook & Instagram lead-ad submissions in real time via the Graph API and Lead Gen. Then send real conversions back with the Conversions API (CAPI) so Meta optimises toward buyers.

  • Real-time Graph API lead sync
  • Instagram & Facebook forms
  • Conversions API (CAPI) for smarter ad spend
app.apnalead.com/reports
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Lead distribution

Auto-assign every lead, instantly

Never let a lead go cold. Distribute automatically by round-robin, least-loaded or weighted rules so the right agent is on it in seconds.

  • Round-robin, least-loaded or weighted
  • Team & project based routing
  • Reassignment & escalation rules
app.apnalead.com
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Automation

No-code flows for email & WhatsApp

Build automations that fire on stage change or follow-up — send a WhatsApp, an email, or create a task — without writing a line of code.

  • Visual, no-code builder
  • Triggered by stage & events
  • WhatsApp, email & task actions
app.apnalead.com
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Bulk import

Import in bulk with auto-dedup

Bring your existing data in minutes. Map columns from CSV/Excel and let apnalead automatically de-duplicate so records stay clean.

  • CSV / Excel column mapping
  • Automatic de-duplication
  • Validation before import
app.apnalead.com
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And everything else

A complete CRM, not a demo

Role-based access & teams

RBAC, teams and granular permissions keep the right data with the right people.

Tasks, follow-ups & calendar

Schedule follow-ups, assign tasks and see everything on a shared calendar.

Detailed reporting

Track agents, sources and pipelines — with daily performance reports on email & WhatsApp.

Responsive & PWA

Installable on mobile, it feels like a native app — perfect for field teams.

Source & campaign tracking

Attribute every lead to its campaign and measure what actually converts.

Fast & reliable

Built to stay quick even with large lead volumes, so your team never waits.

CRM FAQ

Common questions about apnalead CRM

Yes. It connects to Meta Lead Ads through the Graph API and Lead Gen webhooks, pulling every submission into the CRM in real time so agents can respond within seconds.

Meta Conversions API (CAPI) lets you send real, offline conversions — like a booked site visit or a won deal — back to Meta. That helps Meta optimise your ad spend toward people who actually convert, not just people who click.

You choose the rule: round-robin, least-loaded, or weighted by agent. New leads are assigned automatically the moment they arrive, so nothing sits unattended.

Yes. Bulk import from CSV/Excel with column mapping and automatic de-duplication so you never create duplicate records.

apnalead CRM is fully responsive and installable as a PWA — it feels like a native app on mobile, with click-to-call and one-tap disposition built in.

Role-based access control, teams and granular permissions ensure each user only sees the leads, reports and settings relevant to them.

See apnalead CRM on your own pipeline

Book a free demo and we’ll show you exactly how it fits your sales process.