Lead management that calls, reminds and reports
Every lead captured, assigned and followed up — and a clear view of which source brings clients who actually pay.
Leads arrive from ads, your website, referrals and bought lists. Without one system they land in different inboxes and spreadsheets, and the ones nobody called are invisible.
JugnuCRM captures every lead with its source attached, distributes it automatically, and shows managers exactly what has not been actioned today.
What this solves
Leads sitting uncalled
A daily view of leads with no contact attempt, so nothing goes stale unnoticed.
The same person called twice
Duplicate checks on number and email at the point of import and capture.
Manual lead distribution
Automatic assignment across callers by rules you set.
No idea which ads pay off
Source reporting from enquiry through to paid client and revenue.
What's included
Multi-source capture
Excel and CSV upload, website forms, and the API for everything else.
Automatic assignment
Distribute to callers by round robin, team or your own rules.
Lead scoring
Score on engagement and fit so callers start with the hottest leads.
Custom fields & stages
Match the CRM to your process instead of changing your process.
Automated workflows
Trigger SMS, WhatsApp or email and update records when a lead changes stage.
Follow-up reminders
Callers see what is due today; managers see what was missed.
Source & ROI reports
Leads, conversions and revenue by source, campaign and caller.
Client records
Converted leads become clients with history, renewals and upsell reminders.
See JugnuCRM in action
A short walkthrough: how a caller works through leads, logs a call and sets the next follow-up, and what the owner sees in reports.
Questions about lead management
How do leads get into JugnuCRM?
Upload from Excel or CSV, capture from your website forms, or push them in from other tools through the API and webhooks. Each lead is tagged with its source automatically.
Can leads be assigned automatically?
Yes, across callers by rules you set, with duplicate checks so the same person is not called twice.
Can I see which lead source brings paying clients?
Yes. The source report shows leads, conversions and revenue by source, so you can move budget to what works instead of guessing.
Can I import my existing leads?
Yes, from Excel or CSV. Our team helps with the first import and field mapping.
Related
CRM for Stock Advisory
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Read more →Predictive Dialer
Stop paying callers to listen to ringing phones. JugnuCRM dials for your team, skips the numbers that do not answer, and puts the lead's history on screen the moment someone picks up.
Read more →WhatsApp & SMS
Your customers read WhatsApp and ignore email. Message them from inside the CRM, with every message saved on their record.
Read more →Get a demo set up for your team
Tell us how your team works and we'll show you the CRM and dialer set up the way you'd actually use it — not a generic slide deck.
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