Visual Deal Board
Lead & Pipeline Tracking
Visual Kanban pipelines that keep your revenue team focused
360° Customer Timeline
What it does
Inside Lead & Pipeline Tracking
See every lead move through your pipeline in one visual board.
Drag-and-drop deal stagesFully customize pipeline stages from New Inquiry to Qualification, Proposal, Negotiation, and Closed Won — built for your exact sales process.
Omnichannel contact timelineUnified chronological timeline of every WhatsApp message, email, call recording, meeting note, and quotation sent to a prospect.
Deal aging alertsAutomatically highlight stalled prospects that have not received any activity in 24 to 72 hours so no deal goes cold unnoticed.
Duplicate lead detectionAutomatically flag and merge leads with matching phone numbers or email addresses before they pollute your pipeline.
Custom lead fieldsCapture industry-specific fields like GST number, budget range, decision-maker title, source platform, and pincode for richer segmentation.
Omnichannel lead captureAuto-import leads from IndiaMART, website forms, Meta Ads, Google Ads, and WhatsApp Business without any manual copy-pasting.
How it works
Lead & Pipeline Tracking in 3 steps
01
Capture LeadInquiry enters from website, WhatsApp, or ad platform and auto-enriches with available social and business data.02
Visual PipelineDrag the deal card through Discovery, Proposal Sent, and Negotiation stages as the conversation progresses.03
Win & DeliverMark deal as Closed Won and auto-notify the billing and project delivery teams simultaneously.Why teams switch
What changes on day one.
- Sales leaders stop asking "where is this deal at?" in every stand-up.
- Leads stop dying in someone's inbox because ownership is always visible.
- New reps get full context on a prospect in seconds, not by asking around.
- Stalled deals surface automatically instead of being discovered at quarter-end.
- One pipeline view replaces five different trackers across five different reps.
- Handovers between reps happen without the customer ever noticing.
Questions
Lead & Pipeline Tracking: FAQs
Yes. Create unlimited parallel pipelines — Enterprise Software, Retail Walk-In, B2B Wholesale, and Annual Renewals — each with its own stages, team members, and reporting.
Yes. The 1-click CSV importer maps your custom columns, detects duplicate emails and phone numbers, and merges records rather than creating doubles.
Yes. Configure scoring rules based on email opens, website revisits, enquiry source, budget range, and company size. High-score leads surface at the top of the pipeline automatically.
Yes. One click converts the closed deal into a customer account in the Billing Suite with all contact details and deal terms pre-populated, ready for a GST sales order or proforma invoice.
Yes. Role-based permissions allow individual reps to see only their assigned accounts while team leads and managers can see all leads across the team or territory.
Sleet Accounting connects to IndiaMART's lead API, Meta Lead Ads, and Google Ads conversion webhooks. Every inquiry appears as a new lead card in real time — zero manual data entry for your team.
Closed deals convert into customer accounts with a full interaction history, renewal reminders, and upsell opportunity flags — turning the pipeline into a permanent customer intelligence database.
See Lead & Pipeline Tracking on your own data.
A 30-minute demo built around your team, branches and compliance rules.