Lead management software
Lead management software that gives every enquiry an owner
SalesCord is lead management software for growing businesses. Enquiries from Meta ads, your website, WhatsApp, walk-ins and calls land in one Customers list. Each one goes to the right salesperson, with a reminder for the next step.
- 7 automatic assignment rules
- Reminders with due times
- Works in your phone's browser
In the app: Daily work → Home · Customers · Reminders
What you can do
Lead Management, feature by feature.
One Customers list for every source
Meta lead forms, website forms, Click-to-WhatsApp ads, walk-ins, phone enquiries and CSV imports all land in one list, with their source, campaign and form answers.
Automatic assignment (7 rules)
Round Robin, Load Balance, Fixed, Source Based, Form Based, Campaign Based or WhatsApp Number Based. Each new enquiry goes to the right salesperson.
Reminders (follow-up tasks)
Overdue, Today, This week and Upcoming views. One-tap presets like Call back, Send quotation and Site visit. A reminder without a time reminds at 9 AM.
Board view and List view
Drag customer cards between stages, or work in a table. Search by name, phone or email and filter by stage, source, campaign, city, owner, form, tag or date.
Call results and full history
Tap to call, record the result, add a note and set the next reminder from one screen. Notes, calls, WhatsApp messages and activity stay on the customer.
11 ready-made stages
New, Contacted, Qualified, Converted, Lost and more. Admins can add their own stages with a colour and mark them as closed.
Alerts by email and in the app
The assigned salesperson and Admins get a bell alert and an email for new leads, assignments and due or overdue reminders. Each person chooses their alerts.
Cord AI, your CRM assistant
Ask Cord AI to summarise your pipeline, plan follow-ups or draft a message. It proposes changes, and nothing changes until you click Apply action.
Roles that match your team
Admins control settings and marketing. Managers see all customers. Sales Reps see the customers assigned to them. Admins can change each person's access.
How it works
Up and running in a few steps.
- 01
Connect your lead sources
Connect your Facebook Page and pick lead forms, add your website form, or import a spreadsheet. Existing Meta leads import straight away.
- 02
Set your assignment rule
Choose how enquiries are shared, for example by turns, by campaign or by source. New leads follow the rule automatically.
- 03
Your team works the list
Salespeople see My work on Home: overdue, due today and new enquiries. They call, record the result and set the next reminder.
- 04
Move customers to a sale
Move each customer from New to Contacted, Qualified and Converted. Managers see every stage and every overdue reminder.
One loop, not five tools
Works with the rest of SalesCord.
Every module shares the same customer record, so each one hands the customer to the next.
WhatsApp Automation
Send a WhatsApp welcome the moment a new enquiry arrives, and change stages from WhatsApp replies.
Learn moreConversion Tracking
Stage changes go back to Meta and Google, so your ads learn which leads became customers.
Learn moreReports
See reply speed, lead sources and each salesperson's work from the same customer data.
Learn more
FAQ
Questions we often hear.
Good to know
- SalesCord records calls and their results. It does not include a dialler, call recording or IVR.
- Duplicate enquiries are flagged with a DUPLICATE badge. They are not merged automatically.
- There is no app to install. SalesCord works in any browser, including your phone's browser, with in-app and email alerts.
- IndiaMART, JustDial and property portal leads come in by CSV upload or manual entry. There is no direct connection to these portals.
- The app is in English. The How to use guide on each screen also has a Hindi version with read-aloud.
How do leads from Facebook and Instagram get into SalesCord?
Connect your Facebook Page and choose your lead forms. Existing leads import straight away, and new ones arrive automatically with their campaign, ad set and ad details.
How are leads assigned to my team?
Choose one of 7 rules: Round Robin, Load Balance, Fixed, Source Based, Form Based, Campaign Based or WhatsApp Number Based. New leads, including CSV imports, follow your rule.
Can I connect my website form?
Yes. Use a SalesCord enquiry link or embeddable form, or connect your existing form. There are guides for WordPress, Shopify, Wix, Webflow, Squarespace, React and plain HTML or PHP.
What happens when a salesperson leaves?
Their customers, calls, notes and WhatsApp history stay in your workspace. Reassign their customers to someone else and carry on.
Is there a mobile app?
SalesCord works in your phone's browser, including the Customers board. On a phone, a stage picker and Move to work without dragging. There is no separate app to install.
Can I import my existing leads?
Yes. Upload a CSV file using the downloadable template. New leads follow your assignment rules.
Explore the product