Lead CRM
A lightweight CRM built for how Indian teams actually sell
Capture leads, categorize them, message on WhatsApp, and convert to estimates — without leaving TaskUndo.
Most CRMs are overkill for a 5–20 person business. TaskUndo's lead module gives you exactly what you need: a searchable pipeline, WhatsApp shortcuts, one-click estimates, and full history per lead — with Excel import and export.
WhatsApp-first workflow
Tap to chat, share estimate PDFs, auto-prefix +91 for Indian numbers.
Excel import & export
Bring in existing lists in minutes; export anytime for reporting.
Category filters
Filter by status and custom category to focus on hot leads.
One-click to estimate
Turn a qualified lead into a POS estimate with customer details prefilled.
Related features
Frequently asked questions
Can I import leads from Excel?
Yes — download the sample sheet, fill in your leads, and upload. Duplicates are detected automatically.
Does it integrate with WhatsApp?
Yes. One tap opens WhatsApp with the customer's number (with automatic +91 for Indian numbers) and can send estimates as PDF.
Can I categorize leads?
Yes — status (new, contacted, qualified, won, lost) and custom categories, with filters and search.
Is there a full history per lead?
Every interaction, note, estimate, and status change is logged in the lead's history timeline.