Lead Management
Every enquiry, captured and qualified
Capture leads from your website, ads, WhatsApp and imports into one pipeline, score them automatically, and route them to the right owner before the moment goes cold.
The point of it all
“Every enquiry, captured and qualified” — not as a slogan, but as the way the lead management workflow is actually built.
Everything lead management should do
Built deep, not bolted on — each capability shares the same records, permissions and automation engine as the rest of the platform.
Omni-channel capture
Web-to-lead forms, landing pages, Meta lead ads, WhatsApp and bulk imports all flow into a single, de-duplicated lead inbox.
Lead scoring
Configurable scoring rules grade every lead on fit and behaviour so your team always knows who to call first.
Smart assignment
Round-robin, territory and rule-based routing put each lead in front of the right rep automatically.
Kanban & list views
Drag leads across stages on a visual board or work them in dense, filterable lists — whichever suits the moment.
Activity timeline
Calls, emails, WhatsApp messages, meetings and notes stack into one chronological story per lead.
Duplicate protection
Email and phone matching stops the same person from being chased twice by different reps.
From first touch to qualified, without manual triage
Leads arrive with context — source, campaign, form answers — and scoring rules act on that context immediately. High-intent leads jump the queue; the rest enter nurture.
- Source and campaign attribution on every record
- Behavioural and demographic scoring rules
- Automatic stage movement on qualification
- Instant notifications to owners on hot leads
Bulk operations that respect your data
Import thousands of leads with field mapping, validation and duplicate checks. Bulk update, bulk assign and bulk export with the same care.
- Guided CSV import with column mapping
- Server-side validation and duplicate detection
- Idempotent imports that never double-create
- Protected fields respected on every export
Privacy-aware by default
Consent, field classification and erasure rules from the compliance centre apply directly to leads — including alerts when a previously erased person is re-added.
- Consent status visible on the record
- Sensitive fields masked by role
- Export restriction honoured everywhere
- Erasure block-list alerts on re-entry
Works as one
Lead Management shares one Customer 360° with the rest of EazyCXM
No connectors, no sync jobs, no two systems arguing about the truth — CRM Core modules read and write the same customer data, under the same permissions, audited the same way.
The motion, end to end
Capture
A form, ad, chat or import creates the lead with full source context.
Score & route
Rules grade the lead and hand it to the right owner instantly.
Engage
Email, WhatsApp, calls and meetings all happen from the record.
Convert
One click turns a qualified lead into a contact, account and deal.
Lead Management, answered
Yes — the Web-to-Lead API and embeddable forms post directly into your pipeline, and a WordPress plugin routes native form submissions in as well.
Email and phone are matched on creation and on import. Duplicates are flagged before they are written, and previously erased contacts trigger an explicit re-add confirmation.
Stages, sources, custom fields and scoring rules are all configurable per business without code.
Scores recalculate as new activities and attribute changes arrive, so the priority list is always current.
Yes — round-robin, territory, product-line and condition-based rules route each lead to the right owner the moment it arrives, with reassignment kept in the audit trail.
The pipeline, lead records and activities are fully usable on mobile, so reps can capture, update and act on leads from the field.
Source, campaign and form context are stamped on each lead at creation, so attribution is available throughout the lifecycle and in reports.
More from CRM Core
See Lead Management in action
Every enquiry, captured and qualified — watch it work on a flow shaped like yours.