Every lead.Every conversation.One connected platform.
Closelyt brings lead capture, CRM, sales activity, communication, follow-ups and analytics into one connected workspace.
- Meta
- Website
- Forms
- QR
- Exhibitions
- API
Ravi Kumar
Meta3 BHK · Whitefield
Neha Gupta
QRSite visit requested
Ajay Menon
ExhibitionsExhibition · Hyderabad
Leads
0
Qualified
0
Meetings
0
Won
0
- Closelyt
- Lead
- Sales team
- Conversion
- Analytics
Capture every opportunity.
Wherever a lead starts, Closelyt gives your team one place to manage what happens next.
- Meta Lead Ads
- Website forms
- Google Forms
- Google Sheets
- QR codes
- Exhibitions
- Shareable forms
- API
- Webhooks
- CSV import
- Manual entry
Turn enquiries into organised opportunities.
One record per lead, with owner, value, probability and stage — moving through a pipeline your team recognises.
Ravi Kumar
MetaEnquiry · 3 BHK Whitefield
Meera Iyer
WebsiteReady to move
Sanjay Rao
QRVilla · ₹3.2Cr
Imran Khan
ManualCallback requested
Lead profile
- Owner
- Priya Nair
- Lead value
- ₹95,00,000
- Probability
- 20%
- Stage
- New
- Source
- Meta Lead Ads
- Next step
- Site visit · Sat 11:00
Keep every conversation connected.
Calls, WhatsApp messages, meetings, notes and follow-ups all attach to the lead they belong to.
Lead created
Mon 09:12 · Meta Lead Ads
Call · connected
Mon 09:26 · 3m 41s
WhatsApp sent
Mon 09:31 · Brochure template
Follow-up completed
Tue 18:00 · Priya Nair
Site visit booked
Sat 11:00 · Meeting
Stage changed
Sat 16:20 · Qualified → Negotiation
Call
Outcome, duration and notes captured after the call.
Approved templates, sent from the lead record.
Meeting
Site visits and demos with reminders.
Follow-up
A scheduled next action on every lead.
Notes
Context the whole team can see.
Move from enquiry to outcome.
Watch value move through the pipeline instead of guessing where the quarter will land. Figures shown are demo data.
New
0
₹18.4Cr pipeline
Qualified
0
₹11.2Cr pipeline
Meeting
0
₹6.8Cr pipeline
Negotiation
0
₹4.1Cr pipeline
Won
0
₹1.9Cr pipeline
Pipeline value
₹42.4Cr
Demo data
Expected revenue
₹9.6Cr
Conversion rate
0%
Know what is actually working.
Source, team, pipeline and conversion performance from the same records your team works in every day.
Leads
0
Qualified
0
Meetings
0
Conversions
0
Revenue
₹0Cr
Source performance
Team performance
Close the loop with your advertising.
Closelyt can send meaningful downstream lead-quality and conversion signals back to Meta, helping campaigns learn from what happens after the form submission. These signals can help Meta optimize campaigns toward patterns associated with higher-quality outcomes.
Ravi Kumar
Meta Lead Ads · Summer Campaign
Qualified lead signal sent to Meta
Summer Campaign · optimisation event
Meta receives the downstream outcome, not just a form submission.
One workspace. One source of truth.
Leads, pipeline, calls, WhatsApp, follow-ups, meetings and analytics live side by side.
Every enquiry with source, owner and stage.
Ravi Kumar
MetaLeads
Meera Iyer
WebsiteLeads
Sanjay Rao
QRLeads
Neha Gupta
WhatsAppLeads
Your sales team doesn't stay at the desk.
The same CRM adapts from desktop to tablet to the Android app in your salesperson's pocket.
Ravi Kumar
MetaNeha Gupta
QRDesktop
Ravi Kumar
MetaNeha Gupta
QRTablet
Ravi Kumar
MetaImran Khan
ManualMobile · Android app
Everything your sales team needs.Working as one.
One platform from the first enquiry to the closed deal — and back to the campaign that started it.
Everything your sales team needs.Working as one.
Start with your existing lead sources and see the whole journey in one place.