Lead Management CRM for Every Enquiry on One Record
Avinix CRM keeps every enquiry on one lead record: owner, notes, WhatsApp, calls, meetings, and next action. Capture leads from forms, official WhatsApp, Meta Lead Ads, Excel or CSV import, and supported portals, then assign, automate, and move them through the pipeline without a second inbox.
Why Lead Management Matters
Capture, assign, and track every enquiry on one record — from import, ads, WhatsApp, and portal sources through follow-up.
- Centralize leads from WhatsApp, ads, imports, calls, walk-ins, and portals
- Assign an owner or auto-distribute incoming work by a defined ratio
- Keep WhatsApp, calls, meetings, and notes on the same prospect
- Start automations and workflow steps when a lead arrives or moves
- Filter and review the inbox instead of rebuilding it in a spreadsheet
Sales Dashboard
Sample demo data
Total Leads
248
New Leads
32
Pipeline Value
₹12.4L
Won Deals
18
Recent Leads
Rajesh Kumar
TechStart Pvt Ltd
Priya Sharma
GreenLeaf Solutions
Amit Patel
Nova Industries
Team Activity
Called lead — Rajesh Kumar
Anita S. · 10 min ago
Moved deal to Proposal
Rahul M. · 25 min ago
WhatsApp reply sent
Sneha K. · 1 hr ago
Use Cases
- Start-ups putting first inbound leads into one inbox
- SMEs consolidating calls, WhatsApp, ads, and imported lists
- Sales floors tracking high-volume enquiries with an owner on each record
- Teams that lose portal or ad leads in a second dashboard
Related Features
Bulk Lead Import
Import Excel and CSV lists, detect duplicate leads in the file and in the CRM, and auto-distribute them to the team.
Auto Lead Distribution
Automatically distribute leads among team members using a defined ratio so every enquiry has an owner.
Lead Automations
Set up automations on lead actions and events so assignment, reminders, and follow-ups start without waiting on a manual chase.
Workflow Automation
Automate the sales workflow — assignment, reminders, handoffs, and next steps — so work moves in order without a chase in chat.
WhatsApp CRM
Manage official Meta WhatsApp Business chats on the same lead as calls, reminders, and pipeline — not on a personal phone.
Meta Lead & Conversion API
Sync Facebook and Instagram Lead Ads into Avinix CRM and send conversion events back to Meta.
Frequently Asked Questions
Yes. Avinix CRM organizes leads from official WhatsApp, Meta Lead Ads, Excel or CSV import, supported portals, calls, and walk-ins in one inbox.
See This Feature on Your Floor
Book a demo to walk through leads, official WhatsApp, reminders, workflow automation, and pipeline in one inbox.