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Lead Management

Capture, qualify, and assign every potential customer from one central workspace. Stop juggling spreadsheets and start running a predictable pipeline with IQPilot.

Keep every lead organised from the moment it arrives

A lead is simply a potential customer who has shown interest in your offer. Whether they filled out a form, called in, messaged on social, or walked into your event, that signal needs to be captured and nurtured quickly.

Traditionally that meant spreadsheets, copied emails, and scattered notes. With IQPilot, every input source, including web forms, messaging apps, and Excel-based forms or contracts, flows into the same lead board automatically.

Assign owners, track progress, and collaborate without shuffling files. Permissions let managers distribute or reassign leads instantly, while employees work from a clean inbox of qualified opportunities.

Feature Highlights

Everything you need to bring all inquiries together, work smoothly with your team, and keep every opportunity moving forward.
Unified Lead Inbox

Capture submissions from websites, landing pages, chatbots, WhatsApp, Messenger, Instagram, and uploaded CSVs into one clean board.

Automatic Deduplication & Routing

Standardise data, remove duplicates, and route new leads to the right pipeline or salesperson the moment they arrive.

Delegation & Permissions

Assign leads to teammates with a click, grant supervisors oversight, and keep accountability transparent across teams.

Workflows & Follow-ups

Trigger reminders, follow-up messages, or nurture sequences so every lead moves forward without manual chasing.

Everyday Use Cases

Lead management that adapts to marketing, sales, and service operations.

Collect enquiries from campaign landing pages and forms

Capture WhatsApp, Messenger, Instagram DMs automatically

Upload legacy spreadsheets and maintain a single source of truth

Distribute new prospects to sales teams based on territory or product

See which lead sources move through your pipeline the fastest

Trigger nurture sequences to keep cold leads warm

Why teams trust our lead pipeline daily?

Eliminate scattered spreadsheets and manual copy-paste work

See every lead and conversation in one dashboard

Automate routing so the right person acts immediately

Gather full context before meetings or quotations

Collaborate with permissions instead of forwarding files

Reduce response time with reminders and automated follow-ups

Ready to centralise your leads?

Consolidate every intake source, assign the right owners, and action every opportunity faster with IQPilot.
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