Lead Management module — inside the ZIVUX.AI CRM for Indian SMEs

The problem we solve

Most growing Indian SMEs generate leads from at least four sources at once: their website, IndiaMart, JustDial, paid ads, and WhatsApp inquiries. Each source goes to a different person — sometimes the founder's email, sometimes a marketing intern, sometimes nowhere. Hot leads sit unanswered for hours, get lost in WhatsApp threads, or fall to the bottom of someone's inbox. By the time someone follows up, the prospect has already spoken to a competitor.

The fix isn't "send everyone more reminders." The fix is a single, unified lead inbox that captures from every source automatically, scores leads by likelihood-to-buy, routes them to the right rep based on territory or product, and triggers the first WhatsApp/email response within seconds — even if your team is in a meeting.

What ZIVUX Lead Management gives you

Capture from every source — automatically

ZIVUX has native integrations with the lead sources Indian SMEs actually use. Not just "API available" — pre-built, click-to-connect pipelines.

• IndiaMart: Your B2B queries land in ZIVUX in real time. Each lead carries the original product name, buyer location, requested quantity and IndiaMart conversation ID — so reps have the full context before they call back.
• JustDial: Phone-call leads from JD's "send enquiry" or click-to-call become contacts automatically, with caller ID, location and the listing they enquired against.
• TradeIndia: Same flow as IndiaMart for the second-largest B2B marketplace.
• Website forms: Drop our snippet on any page or use our form builder. Submission lands as a lead within 2 seconds.
• Facebook Lead Ads + LinkedIn Lead Gen: Direct sync — no Zapier middle layer.
• Google Ads / Meta Ads / LinkedIn Ads: UTM-tracked landing pages with built-in lead forms.
• WhatsApp Business inbound: Every "Hi, I want to know more about your offering" message becomes a lead, with the WhatsApp thread already attached.
• Bulk import: CSV or Excel with smart field mapping. We de-duplicate against your existing database.
• Email parsing: Forward emails to leads@yourcompany.zivux.ai — we parse and create the lead.

Auto-routing rules that make sense

Every SME has different routing logic. Some assign by product, some by city, some by deal size, some round-robin. ZIVUX supports all of it via a no-code rule builder:

• Round-robin within a team — with availability and load balancing built in
• Territory rules — pin Mumbai leads to your Mumbai team, Bangalore to BLR rep, Tier-2 leads to your inside sales pool
• Product rules — VIZO361 enquiries go to product specialist, ZIVUX leads to SMB sales
• Source rules — IndiaMart to inside sales, walk-in queries to field sales, partner-referred to senior reps
• Score-based escalation — leads above 80/100 score go straight to a senior rep or founder
• Backup rules — if assigned rep doesn't respond within 30 minutes, auto-escalate

AI lead scoring

Not every lead is equal. ZIVUX scores incoming leads based on three signals:

• Intent signals — pages visited, downloads, time-on-site, demo bookings, pricing-page views, message intent (extracted from the lead's actual text)
• Fit signals — company size, industry, geography, funding stage, designation
• Engagement signals — email opens, link clicks, WhatsApp read receipts, reply latency

The score is a 0–100 number, refreshed in real time, with a clear breakdown of what's driving it. Reps prioritise their day from highest to lowest. Managers spot warming leads that haven't been actioned. The model is tunable — feed it your historic won/lost data and it learns what your specific buyers look like.

Auto-respond in seconds

The fastest follow-up wins the deal. ZIVUX can fire an automated WhatsApp template, email or SMS the moment a lead arrives — personalised with their name, the product they enquired about, and a calendar link to book a deeper conversation. Then it creates a task for the human rep to take it forward. Your prospect feels heard within 60 seconds. Your rep doesn't need to type the same opening line for the 400th time.

De-duplication and merging

The same prospect submits a website form, then enquires on IndiaMart two weeks later, then DMs you on WhatsApp. Without smart de-dup, that's three records — and three reps calling them. ZIVUX detects duplicates by phone, email and company, prompts a one-click merge, and preserves the full interaction history.

Lead lifecycle stages

Leads progress through configurable stages: New → Contacted → Qualified → Disqualified → Converted to Deal. Each stage carries its own SLA, automation rules and required fields. When a lead converts, the deal carries forward all attribution data — so you can finally answer "which channel actually drove revenue last quarter?"

Source attribution and ROI

For every won deal, ZIVUX tracks it back to the original lead source. Out-of-the-box reports show:

• Lead volume by source (IndiaMart vs JustDial vs ads vs referral)
• Conversion rate by source (volume is vanity, conversion is sanity)
• Cost per lead by source (when ad spend is tracked)
• Revenue per source — and revenue per ₹1 of marketing spend
• Source mix shift over time — are you becoming more or less dependent on a single channel?

Most SMEs realise within 30 days of running ZIVUX that they've been over-spending on a channel that doesn't actually convert — and under-investing in one that quietly drives 60% of pipeline.

A typical day with ZIVUX Lead Management

9:02 AM: A buyer in Surat sends an IndiaMart enquiry asking about your industrial pump SKU. Within 8 seconds, ZIVUX has logged the lead, sent a WhatsApp template thanking them with a product brochure, and assigned the lead to your Gujarat rep. The rep gets a push notification.

9:11 AM: The rep opens ZIVUX on their phone, sees the lead with a 78/100 score (high — buyer mentioned quantity of 50 units, high-fit company size), and calls within 9 minutes. The call is logged automatically against the lead.

10:30 AM: Rep converts the lead to a deal in the Surat-Industrial pipeline. All historic interaction data flows to the deal automatically.

End of week: Manager opens the source attribution dashboard. IndiaMart drove 47% of converted pipeline this week, 23% from Facebook ads, 18% website organic, 12% referral. Spend optimisation conversation with marketing on Monday.

Plans that include lead management

Available on every ZIVUX plan. IndiaMart, JustDial and WhatsApp Business API integrations require Grow or above. AI lead scoring and ROI dashboards require Grow or above.

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