Product Capabilities

Lead management, follow-ups, messaging, and reporting in one CRM

Capture leads, coordinate ownership and next steps, review sales activity, and use configured integrations from one workspace. Some integrations and usage-based services require account setup or plan eligibility.

Lead Capture and Pipeline Management
Bring leads into the workspace, assign ownership, and track progress through the sales pipeline.
  • Create leads manually or import lead data in bulk
  • Use list and Kanban views to review lead status and progress
  • Assign leads across Admin, Manager, and Salesperson workflows
  • Track lead source, product, status, and owner
  • Use the Google Places Lead Finder to search businesses by category or location, review map results and possible CRM duplicates, and add selected prospects where workspace and plan eligibility allow
  • Import supported OLX, CarWale, and Gaadi enquiry emails from a configured Gmail account
Follow-up and Activity Discipline
Keep next actions and lead history visible to the people responsible for follow-up.
  • Schedule follow-ups and see overdue items
  • Review notes and activity history on lead records
  • Use lead status and ownership to coordinate the next action
  • Get AI-assisted sales suggestions where the feature is configured
WhatsApp Workflows
Connect supported WhatsApp Business workflows to CRM lead context when an eligible account is configured.
  • Connect an eligible WhatsApp Business account through the supported setup flow
  • Work with lead-linked conversations and synced message templates
  • Build broadcasts from CRM lead filters or saved contact lists, preview recipients, and send now or schedule
  • Review pending, sent, failed, and replied recipient states
  • Use configured AI reply workflows with human takeover
Reporting, Controls, and Access
Give teams and managers operational visibility with workspace-level controls.
  • Review sales dashboards and pipeline reporting
  • Export operational reports for offline review
  • Use Admin, Manager, and Salesperson roles to organize team workflows
  • Manage workspace settings and review audit history
PWA, Notifications, and Billing
Use LeaderDaddy as an installable web app, with browser-dependent offline and notification support.
  • Install the Progressive Web App on supported browsers and devices
  • Use offline-capable workflows with later sync where supported
  • Receive web push notifications where browser and device permissions allow
  • Manage the annual subscription through Razorpay and wallet-based usage billing where configured
  • Budget separately for applicable Meta messaging and wallet usage charges
Platform snapshot

3

CRM team roles

List + Kanban

Pipeline views

Setup based

Connected workflows

PWA

App access

Built for operational reliability

Replace spreadsheet sprawl with a unified workflow.

Teams using LeaderDaddy operate with clearer ownership, faster follow-up loops, and stronger conversion accountability.

Built for daily use