Features How It Works Contact Login Start Free Trial
Platform Features

Everything You Need to
Manage Sales. Nothing You Don't.

LeadFunnel gives your team the tools to capture leads, manage pipelines, automate follow-ups, and close deals — without the complexity of enterprise CRMs.

Start Free Trial How It Works
Lead Management

Capture, Track & Convert Leads

Your entire lead lifecycle in one place. From the first touchpoint to the final conversion, LeadFunnel keeps every lead organized and every opportunity visible.

1
Visual Pipeline Drag-and-drop Kanban board to move leads through custom stages
Lead Capture Add leads manually, via import, or through integrated forms
Lead Categories & Sources Organize leads by category, source, and priority for better segmentation
Lead Assignment Assign leads to team members with one click or auto-assign rules
360-Degree Lead View Complete history of notes, activities, documents, and communications
Import/Export & Search Bulk import from CSV, export data, and find any lead with powerful filters
Sales Documents

Professional Invoices & Quotations in Seconds

Create polished, branded sales documents that impress clients. Generate invoices and quotations with line items, taxes, and totals — ready to send or export as PDF.

2
Invoice Builder Create detailed invoices with line items, discounts, taxes, and notes
Quotation Builder Generate professional quotations and convert them to invoices with one click
Custom Branding Add your company logo, colors, and details to every document
Bank & UPI Details Include payment information directly on invoices for faster payments
PDF Export Download or share documents as professional PDF files
Tracking & Linking Track payment status and link documents directly to leads
Team Management

Your Sales Team, Organized

Give every team member their own workspace while keeping full visibility as a manager. Assign leads, track activities, and measure performance from one dashboard.

3
Team Dashboard Bird's-eye view of your team's leads, activities, and pipeline health
Role-Based Access Admin and team member roles with appropriate permissions
Lead Assignment Distribute leads across your team for balanced workloads
Activity Tracking Log every call, meeting, and note with automatic timestamps
Performance Insights Track conversion rates and revenue per team member
Sales Targets Set and track monthly or quarterly sales goals for each member
Reminders & Follow-ups

Never Miss a Follow-up

Timely follow-ups close deals. Set reminders for yourself or your team, get notified when tasks are overdue, and ensure no opportunity falls through the cracks.

4
Smart Reminders Schedule reminders by date and time with customizable messages
Overdue Alerts Instant visibility into overdue tasks so nothing gets forgotten
Team Reminders Admins can create reminders for any team member
Priority Levels Mark reminders as low, medium, or high priority for better focus
Completion Tracking Mark tasks complete and review history of completed follow-ups
Today's View See all of today's follow-ups in one focused dashboard view
Automation & Templates

Automate the Repetitive Stuff

Stop wasting time on manual tasks. Build workflows that trigger automatically and use message templates to communicate faster with leads.

5
Workflow Builder Create visual automation workflows with triggers and actions (coming soon)
Message Templates Pre-built message templates for SMS communication with leads
Template Variables Dynamic placeholders that auto-fill lead name, company, and more
Auto Follow-ups Automatically schedule follow-ups when leads reach specific stages
Stage Triggers Fire actions automatically when a lead moves to a new pipeline stage
Integrations

Connect the Tools You Already Use

LeadFunnel plays well with others. Connect your WhatsApp, email, and data sources to build a unified sales workflow without switching tabs.

6
WhatsApp (WATI) Send messages and templates directly from lead profiles via WATI API
Email Integration Connect your SMTP server to send emails directly from the CRM
CSV Import Bulk import leads and data from CSV files with smart field mapping
Data Export Export your leads, invoices, and reports to CSV anytime
Web Forms Capture leads from your website with embeddable contact forms
API Access Connect with third-party tools via RESTful API endpoints
Security & Compliance

Enterprise-Grade Security

Your data is your most valuable asset. LeadFunnel protects it with industry-standard security practices, encryption, and role-based access controls.

7
Two-Factor Authentication (2FA) Add an extra layer of security with email-based 2FA verification
Role-Based Access Control Granular permissions ensure users only see what they should
Session Security Automatic session timeouts, strict mode, and SameSite cookie policies
CSRF Protection Every form is protected against cross-site request forgery attacks
Data Isolation Multi-tenant architecture ensures complete data separation between companies
Encryption & Headers Bcrypt password hashing, CSP, HSTS, and security headers built-in
Multi-Tenant Architecture

Built for SaaS. Built to Scale.

LeadFunnel is designed from the ground up as a multi-tenant platform. Each company gets their own isolated workspace with custom branding, team management, and full admin control.

8
Company Workspaces Each company gets a private workspace with isolated data and settings
Custom Branding Upload your logo and customize invoices with your company identity
Package Management Flexible plans with configurable limits for leads, users, and features
Login as Client Admins can impersonate any tenant for quick support and debugging
Scalable Design Architecture built to handle thousands of tenants without slowdown
FAQ

Feature FAQs

Common questions about LeadFunnel's capabilities.

Can I create invoices and quotations in LeadFunnel?

Yes! LeadFunnel includes a full invoice and quotation builder with line items, taxes, discounts, custom branding, bank/UPI details, and PDF export. You can link documents directly to leads for a complete paper trail.

How does the automation workflow work?

LeadFunnel's workflow builder lets you create automated actions triggered by lead stage changes. For example, when a lead moves to "Qualified", you can automatically send a WhatsApp template, create a follow-up reminder, or notify a team member.

What security measures does LeadFunnel have?

LeadFunnel includes mandatory 2FA, bcrypt password encryption, CSRF protection on every form, strict session security, CSP/HSTS headers, role-based access control, and complete multi-tenant data isolation between companies.

Can I import my existing leads into LeadFunnel?

Absolutely! You can bulk import leads from any CSV file. LeadFunnel also supports data export, so you can move your data in and out anytime. Web forms are available to capture leads directly from your website.

See It in Action

Start your free trial today. No credit card required.

Start Free Trial

Free plan available. Upgrade anytime.