A CRM built around outreach, not bolted onto it

One record per lead, whatever the source

A lead is a lead whether it came from a LinkedIn search, a CSV file or an inbound form. The source is kept as metadata for reporting, never as a separate list to manage. Records are deduplicated by email address, or by LinkedIn profile URL when there is no email, so the same person does not appear twice and their earlier history stays visible.

• •Standard fields: name, email, phone, LinkedIn URL, company and title.
• •Stages: new, contacted, replied, qualified, won and lost.
• •Tags, groups and custom fields. Any extra import column is kept and becomes a template variable.
• •Per-channel consent and a global opt-out flag.

A single timeline for every touch

Opening a lead shows one merged history: messages sent and received on each channel, opens, clicks and replies, stage changes, notes and completed tasks. The team sees the whole relationship in order, instead of piecing it together from a mailbox, LinkedIn and a phone.

Next action and tasks

Every active lead answers "what do I do next?". If there is an open task, it is the one due soonest. If the lead has just replied, it is "Reply now". If a lead has sat too long in a pipeline stage, it is flagged overdue. A new lead nobody has contacted yet shows "Contact". Tasks have owners, due dates, priorities and instructions, and an inbound reply creates a follow-up task automatically when none is open.

Where leads come from

Leads arrive from the sources a sales team actually uses and land in the same CRM, with an owner assigned by that source's rule.

• •LinkedIn, through the FollowThroo Chrome extension: searches, your Connections page, profiles and post engagement.
• •CSV or Excel import, with a sample file and a reason shown for every skipped row.
• •Inbound webhooks: website forms, IndiaMART, JustDial, Meta Lead Ads and Google Ads lead forms.
• •Manual entry for the lead someone mentions on a call.

Ownership and teams

On team plans, leads can be assigned to teammates, and each member sees the leads and mail that are theirs. Managers get team reports, and on the Scale plan, escalations when a lead or task goes overdue. Exports of raw contact data are limited to owners and admins.

Export and deletion

Filter the lead list by search, tag, group, stage, owner, source or LinkedIn status and export exactly that view to CSV, including custom columns. Deleting a lead removes it, and the suppression list makes sure an opted-out contact is never messaged again.