AI lead management CRM for Indian sales teams

Your lead gets a call before it closes the ad.

LeadX pulls in every enquiry from Meta ads, Excel and your website, then WhatsApps it at once and calls it within minutes. The AI agent talks in Hindi, English or Hinglish. It books callbacks, demos and site visits, sends your catalogue during the call and hands hot leads to your team.

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Hindi · English · Hinglish voices Your days, your hours: it calls only when you allow 7-day free trial
One lead, 6:41 pm, SaturdayLive in LeadX
  1. New lead from your Meta adRakesh Yadav · Rooftop Solar 3kW · Pune
  2. Assigned to NehaPune leads go to the Pune rep
  3. WhatsApp welcome sent"Hi Rakesh, thanks for your interest…"
  4. AI agent calls RakeshAsks roof type, monthly bill, timeline
  5. Site visit booked · Mon 12:00 pmCatalogue sent on WhatsApp during the call
Leads come in from fFacebook lead ads ◎Instagram lead ads XExcel / CSV ▦Google Sheets ⌘Website forms ☎Incoming calls
Everything on one page

Eight things LeadX does for every lead.

From the moment a lead arrives until it's ready to buy. Four of them happen live, while the AI is on the call with your customer.

Step 1 · Capture

Every lead lands in one list, already assigned.

No more copying from Facebook into Excel and Excel into WhatsApp. Leads arrive with their source, campaign and cost, and go straight to the right person.

Import

Upload your old Excel and start working it today

Drop in a sheet with any column names. LeadX matches your columns to its fields, and you choose what happens to numbers that are already in the CRM.

  • Duplicates handled: skip, update or keep both.
  • Your own fields like roof type, course or budget.
  • Add the list to an AI call list and let the agent work through it.
Meta ads sync

Facebook and Instagram leads arrive in seconds, not next morning

Connect your Page and lead form once. Every new enquiry is in LeadX before the customer has closed the app, with the ad's campaign and cost per lead attached.

  • Lead form questions map into your custom fields.
  • Cost per lead per campaign, from ad to deal.
  • Build the ad itself in LeadX with AI and budget limits.

Auto-assign

Rules by city, product or source decide who gets each lead first.

Same person? Merge

LeadX spots a repeat phone number and offers a one-click merge.

Incoming calls become leads

A stranger who rings your number is filed with the AI's summary of what they wanted.

Search in plain words

Type "hot leads in Pune not called this week" and LeadX builds the filter.

Step 2 · First contact

Call and WhatsApp the moment a lead arrives.

The first business to call usually wins the customer. LeadX makes sure that is you, even when your team has gone home for the day.

Without LeadX

The lead waits for someone to notice

  1. Lead fills your Facebook form
  2. Someone downloads the leads into Excel
  3. Rep finally calls. No answer.
  4. Lead already bought from a competitor
With LeadX

The lead hears from you within minutes

  1. Lead arrives and is assigned
  2. WhatsApp welcome with your brochure
  3. AI agent calls and asks your questions
  4. Site visit booked, rep gets the task
Minutesnot days, from form to first conversation
Step 3 · The AI calling agent

Whatever the customer says, the AI acts on it.

The agent doesn't just talk. When a customer asks for something, it does it on the spot and records it on the lead for your team.

Callback at their time
Customer"Abhi busy hoon, kal 11 baje call karna."I'm busy now, call me tomorrow at 11.
LeadX AI
Callback booked. The AI calls again at 11:00 am.
Tue 11:00auto-dialWhatsApp confirmation sent

Asks for a time? The AI calls back right then

Even outside your normal calling hours, because the customer asked for that time (never late at night). Every promise shows on the Call backs list until it is kept.

Hand over to a person
Customer"Mujhe kisi insaan se baat karni hai."I want to talk to a person.
LeadX AI
Transferring you to our solar expert now.
routed by productsummary passed on

Wants a human? The call goes to your team live

Calls are routed to the right person for that product. If nobody is free, the AI promises a callback time instead and logs it.

Catalogue during the call
Customer"Price list WhatsApp kar do."Send me the price list on WhatsApp.
LeadX AI
Sending it now. Please check your WhatsApp.
Rooftop-Solar-Catalogue.pdfsent during the call

Asks for details? The brochure arrives while they're still on the line

Attach a catalogue, price list or brochure to each product. The AI picks the right one and sends it on WhatsApp in real time.

Demo or meeting booking
Customer"Kal 12 baje demo rakh lo."Set up a demo tomorrow at 12.
LeadX AI
Demo booked for tomorrow, 12:00 pm.
Wed 12:00assigned to Arjunemail confirmation

Ready to meet? The AI books the demo or site visit itself

It lands on your calendar and the rep's plan for the day. Site visits can go straight to a field executive.

Asks your questions, fills your fields

Roof type, budget, course, timeline. All your questions on the first call, written into the lead. It never re-asks.

"Don't call me again" is respected

The lead is marked Do Not Call and every automation stops for that number.

Recording, transcript and summary

On every lead, so your rep knows the whole story before picking up the phone.

30 natural voices

Hindi, English and Hinglish. Ring your own phone and hear it before going live.

Train it in plain words

Type "we only install in Punjab and Haryana" and it follows that on every call.

Bulk AI calling

Upload or paste a list and the AI works through it at a safe pace, with a report per list.

Step 4 · Nurture

Drip campaigns that keep warming the lead until they're ready.

Build a flow by clicking steps: WhatsApp, wait, AI call, email, condition. Every new lead from a campaign enters it on its own.

The flow stops by itself when the leadreplies on WhatsApptalks to the AIis marked wonunsubscribes or says STOP
4 hours

Every new lead gets a first step within 4 hours. On by default.

24 hours

An overdue follow-up is marked missed and the manager is alerted.

10 am–7 pm

The AI only calls inside the calling hours you set, in your own timezone.

2 a day

No lead gets more than two automated messages a day. Nobody gets spammed.

Step 5 · Your team closes

Reps know who to call. Managers know what got done.

Each morning LeadX gives every rep a list in order: missed items first, then today's. One tap on "Start working" and they go through it.

Dashboard
LeadX dashboard with today's tiles and the team's action plan
LeadX on an Android phone
Also inside LeadX

Weekly KPI sheet

Score each person on real numbers, never on a missing one.

Mobile app with call recording

Android app. Calls made from a lead are recorded and attached.

Booking page

Customers pick their own slot for a demo or site visit.

Quotations

Make and print a quotation from the lead page.

Social publishing

Posts, reels, carousels and stories to Facebook, Instagram, LinkedIn and YouTube.

WhatsApp Business inbox

Approved templates, two-way chat on the lead, after-call messages.

AI-built Meta ads

Create Facebook and Instagram ads with real previews and budget limits.

Several businesses, one login

Switch between workspaces or brands without logging out.

Roles and access

Decide who sees which leads, pages and reports.

Coming soon

  • IndiaMART & JustDial auto-sync
  • Lead export to Excel
  • Facebook & Instagram DM inbox
  • Google Ads builder
  • Join a live AI call
  • Single sign-on & white-label
Book a free demo

Stop losing leads. Start this week.

Give us your number on the demo and hear the AI agent call you live, in Hindi or English, about your own product.

Pick a demo slot → Or WhatsApp us
Call / WhatsApp+91 84279 49944Mon–Sat, 10:00–19:00 ISTWhatsApp us
Email[email protected]Write to us anytime
PricingSee plans →Monthly or yearly, for teams of any size
OfficeLudhiana, Punjab, IndiaServing teams across India

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8 pages, PDF. Tell us where to reach you.

Our team may call or WhatsApp you about LeadX. No spam.

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