Introduction to Leadmastro CRM

Your Smart Solution for Lead Management & Customer Engagement

What is Leadmastro CRM?

Leadmastro CRM is your all-in-one platform to capture leads, manage sales pipelines, automate communication, and build stronger customer relationships. Designed for simplicity and scalability, it helps you drive growth by streamlining every step from lead generation to deal closure.

Core Features

Real-Time Interactive Dashboard

Get instant visibility into your business with a dynamic dashboard that displays:

Graphs for lead count, conversion metrics, and overall performance.
Source-based insights (Referral, Social Media, LinkedIn, Website, WhatsApp, etc.).
Actionable analytics to help you make smarter, faster decisions.

Customizable Sales Pipeline

Adapt Leadmastro to your sales process with flexible lead stages. The default flow includes:

New Lead → Contacted → Qualified → Engaged → Proposal Sent → Negotiation → Closed Won / Closed Lost → Disqualified

You can:

Add, remove, or rename stages.
Align your pipeline perfectly with your unique workflow.
Make changes directly from the intuitive Settings panel.

Role-Based User Access

Maintain control and security with clearly defined user roles:

Owner: Full system control, settings, and team management.
Admin: Access to lead/customer data and assignment management.
Member: Focused access to their own leads, customers, and tasks.

This setup ensures the right access for the right people, at all times.

Integrated WhatsApp & Email Communication

Connect with your customers where they are — right from the CRM:

Send pre-approved WhatsApp templates using Chatomate integration.
Automate interactions through flow-based WhatsApp conversations.
Send emails directly from the CRM to keep communication centralized.

Custom Data Fields

Capture the data that matters most to your business:

Add fields like “Follow-up Date,” “Deal Size,” “Alternative Contact,” and more.
Customize your lead and customer forms to suit your unique needs.
Ensure every detail is at your fingertips, exactly the way you want it.

Activity Timeline for Every Lead

Track every milestone with automatic timeline entries:

Lead creation date.
Customer conversion date.
Status changes and notes.

Stay on top of the entire customer journey with full visibility into each interaction and transition.

Why Choose Leadmastro CRM?

Effortless lead tracking and management.
Data-rich, visual dashboards for fast insights.
A sales pipeline that fits your process.
Safe, organized access with role-based permissions.
Built-in WhatsApp and email for seamless communication.
Fully customizable data capture.
Clear tracking of lead progress and conversion timelines.

Final Thoughts

Leadmastro CRM gives your business the tools it needs to manage leads effectively, nurture prospects, and convert them into long-term customers — all while simplifying your team's workflow. Whether you're scaling a startup or optimizing an established process, Leadmastro is your partner in building a smarter, more efficient sales journey.