Know every lead.Know what happens next.
Every lead gets one complete record — source, campaign, owner, stage, value, probability and the full history of every interaction.
Ravi Kumar
+91 98765 43210
- Source
- Meta Lead Ads
- Campaign
- Summer Campaign
- Assigned to
- Rahul Menon
- Lead value
- ₹2,50,000
- Probability
- 35%
- Product
- 3 BHK · Whitefield
Activity timeline
- Lead captured from Meta Lead AdsSummer Campaign · 10:02 AM
One lead. Every detail in one place.
A lead arrives from Meta, a form, a QR code or a phone call. Closelyt creates a single record and keeps everything attached to it — so anyone on the team can pick it up and know exactly where things stand.
Lead profiles
Contact details, product interest and everything captured at the source.
Lead source
Meta, Instagram, Google, forms, QR codes, referrals and walk-ins.
Campaign tracking
Know which campaign and ad set the enquiry came from.
Lead assignment
Route to a person or team automatically, or reassign in one click.
Lead stages
New, contacted, follow-up, qualified, negotiation, converted, lost.
Lead value
Track expected value in ₹ and roll it up into pipeline reporting.
Probability
Weight the pipeline by likelihood so forecasts stay honest.
Notes
Context from every conversation, timestamped and attributed.
Search & filtering
Find by name, number, source, campaign, owner, stage or value.
Every interaction becomes part of the same record.
Calls, WhatsApp messages, meetings and follow-ups are not separate tools with separate history. They write straight back to the lead timeline.
Calls
Direction, duration, attempts and outcome logged against the lead.
Templates sent and conversations linked to the same profile.
Meetings & follow-ups
Scheduled, assigned and marked complete with the next step visible.
Complete activity history
A chronological record of everything that happened, and when.
Team ownership
Clear ownership per lead, with visibility for managers.
Bulk actions
Assign, re-stage or tag hundreds of leads in a single pass.
How a real lead moves.
- Step 1
Ravi Kumar submits a Meta Lead Ad form
- Step 2
Closelyt creates the lead and assigns Rahul
- Step 3
Rahul calls and logs the outcome
- Step 4
A site visit is scheduled for tomorrow
- Step 5
Stage moves to Converted at ₹2,50,000
Ravi Kumar
Meta · Rahul Menon
Priya Sharma
Google Forms · Anita Rao
Manoj Kumar
WhatsApp · Rahul Menon
Sneha Iyer
Instagram · Unassigned
What teams get out of it.
No lead sitting in someone's inbox or notebook
Instant context before every call
Clear ownership and accountability
Pipeline value you can actually trust
Handovers that don't lose history
Managers see the truth without asking
One lead. One timeline.Nothing gets lost.
Works with the rest of Closelyt.
Everything connected.Everything closer.
Closelyt brings your leads, conversations, follow-ups, calls, forms, advertising and analytics into one connected workspace.