Lead management that keeps every enquiry in one list

The problem: enquiries live in five places

Take a CCTV dealer in Nashik. On a normal Monday he gets four IndiaMART buy-leads, two JustDial calls, one enquiry from the form on his website and a handful of WhatsApp messages from people who got his number from a neighbour. His salesperson answers some from the IndiaMART app. He answers the WhatsApp ones himself. The website enquiry lands in an email folder and is found on Thursday.

Nobody is lazy here. The trouble is that there is no single list. When enquiries sit in five places, some of them are never called, and the owner has no way to know which. A lead worth ₹60,000 goes to whichever competitor picked up the phone first.

Lead management software fixes the list, not the people. Every enquiry lands in one place, with who sent it, what they want and who is handling it.

How lead management works in Enkay CRM

Leads arrive on their own from IndiaMART, JustDial and your website

Each business gets a private push URL for each source under Settings → Integrations. Paste it into IndiaMART, send it to JustDial’s team (they switch their side on), or point your website enquiry form at it. From then on, new enquiries appear as leads without anyone copying them across. Our guides to connecting IndiaMART and connecting JustDial walk through each one.

The Integrations page logs every incoming message as Lead created, Ignored (no usable phone number) or Failed. If you suspect a lead went missing, you can check rather than guess.

Everything else takes a few seconds by hand

A walk-in, a phone call, a WhatsApp message: tap Add lead, type the phone number, and save. The number is the only required field. Pick a source (WhatsApp, Phone call, Facebook & Instagram and so on) so that your reports later show where business really comes from.

What a lead holds

• Name, phone and an alternate phone
• Source and requirement (“8 cameras for a two-floor shop”)
• Value in rupees
• Pipeline stage and assigned owner
• A linked customer, once converted, and a lost reason if it did not work out
• A next follow-up date and note, plus notes, tasks and an activity timeline

Duplicates are caught

Portals sometimes deliver the same enquiry twice, and customers often enquire on two portals. Enkay CRM ignores an exact repeat. If the same number enquires again within 24 hours, it becomes a note on the existing lead instead of a second lead. And the lead page lists other leads with the same number, which you can merge in one click.

Finding a lead

The lead list shows open leads by default. Filter by status or source, or search by name or phone number. Call or open WhatsApp straight from the list.

Who it is for

Enkay CRM is built by Enkay Technologies for businesses that win work through enquiries rather than walk-ins:

• IndiaMART and JustDial sellers who pay for leads and want every one of them called.
• Installers and service trades — CCTV dealers, solar installers, AC service — where one lead can mean a site visit, a quotation and an AMC.
• Owners with two to ten salespeople who need to hand leads out and see who has done what.
• A single owner who is tired of scrolling through WhatsApp to find last week’s enquiry. The Free plan covers this.

What it does not do yet

We would rather you know now than after signing up:

• Facebook and Instagram lead ads are not connected yet; the integration is waiting on Meta’s app approval. Add those leads by hand for now.
• WhatsApp messages and phone calls are not captured automatically. You add them by hand, which takes a few seconds.
• No lead-alert emails. New leads show up in the app; there is no email or SMS alert when one arrives.
• No email field on a lead. Email lives on the customer record once you convert the lead.

Getting started in an afternoon

1. Sign up and choose your business address, yourbusiness.enkaytechnologies.com. No card is needed.
2. Bring in what you already have. If your leads are in an Excel sheet, save it as CSV and import it with the template. Otherwise, start with this week’s open enquiries and add them by hand.
3. Connect your sources. Copy the IndiaMART push URL from Settings → Integrations and paste it into IndiaMART; email the JustDial one to your JustDial contact; point your website enquiry form at its own URL.
4. Watch the Integrations log for the first Lead created entry from each source, so you know it works before you rely on it.
5. Agree one rule with the team: every WhatsApp or phone enquiry goes into Enkay CRM the same day, with the right source.

That last rule is the one that matters. Software can collect portal leads on its own, but a WhatsApp enquiry only enters the list if someone adds it.

Which plan includes it

The Free plan (₹0, one user) includes unlimited leads added by hand, follow-ups and CSV export. It is a real plan, not a trial.

The Business plan (₹499 a month or ₹4,990 a year, unlimited users) adds all live lead sources, assigning leads to your team, reports, quotations and invoices, and CSV import. New signups get 90 days of Business features free. See pricing for the full comparison.

Once leads are in one list, the next job is making sure each one is called back. That is what follow-up management is for, and the sales pipeline shows how far each lead has got.

Frequently asked questions

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