Lead Management
SalesIQ provides end-to-end lead management with AI-powered scoring, automatic de-duplication, smart assignment, and a complete activity timeline for every lead.
Lead Lifecycle
SalesIQ supports 12 lead stages out of the box. Move leads through stages manually or let automations handle stage transitions when bookings or site visits are recorded.
🧠 AI Lead Scoring
Every lead is automatically scored using 30+ signals when created or updated. The scoring engine analyzes:
Does the budget match available inventory in the preferred location?
How soon does the buyer want to purchase? 1 month vs 1 year.
Is this the final decision-maker or an influencer?
Does monthly income support the loan EMI for the desired property?
Are there other family members who might block the deal?
Number of site visits, follow-ups, and interactions.
Temperature Classification
🔍 Automatic De-duplication
SalesIQ automatically checks for duplicate leads by matching phone numbers across three fields:
- ✓ Primary phone number
- ✓ Alternate phone number
- ✓ WhatsApp number
When a duplicate is detected (via webhook or manual creation), SalesIQ logs a "Lead Re-captured" activity on the existing lead instead of creating a duplicate. This ensures your pipeline stays clean.
👤 Smart Lead Assignment
New leads are automatically assigned using load-balanced round-robin:
- System finds all active sales team members (Executives, Managers, Company Master)
- Counts current open leads for each person
- Assigns the new lead to the person with the fewest active leads
- Logs assignment in the lead's activity timeline
📋 Lead Data Fields
| Field | Type | Description |
|---|---|---|
| name | Required | Full name of the lead |
| phone | Required | 10-digit mobile number |
| Optional | Email address | |
| source | Auto/Manual | Where the lead came from (99acres, Facebook, etc.) |
| stage | Auto | Current pipeline stage (New Lead → Won/Lost) |
| score | Auto | AI-calculated score (0-100) |
| temperature | Auto | Hot / Warm / Cold |
| budgetMin / budgetMax | Optional | Budget range in ₹ |
| city | Optional | Preferred city |
| propertyType | Optional | Flat, Villa, Plot, Commercial |
| buyerTypes | Auto | AI-classified buyer categories |
| tags | Manual/Auto | Custom labels for filtering |
| notes | Manual | Free-text notes about the lead |
📥 CSV Import & Export
Bulk import leads from a spreadsheet:
- Go to All Leads → Click "Import CSV"
- Upload your .csv file (columns: name, phone, email, source, city, budget)
- Map your CSV columns to SalesIQ fields
- All leads are auto-scored and de-duplicated during import