Use Case
Lead Management CRM — purpose-built for Indian SMEs on ZIVUX.AI
From the moment a lead lands — IndiaMart, JustDial, WhatsApp, website, Facebook, Google Ads — ZIVUX captures it, scores intent, routes to the right rep, and starts the nurture. No copy-paste. No leakage.
Where leads come from
- IndiaMart, JustDial, TradeIndia — native API integrations.
- Website forms — embed code, all submissions captured + reCAPTCHA + lead-API push.
- Facebook & Instagram lead ads — direct API integration via Meta.
- Google Ads + LinkedIn Lead Gen Forms — real-time webhook sync.
- WhatsApp inbound — every new number = new lead.
- Email parsing — sales@ inbox auto-converted to leads.
- Bulk import — CSV/Excel with field mapping.
- Manual entry — rep adds via mobile app at trade show.
AI lead scoring
Every lead scored 0-100 the moment it lands. The score is a function of:
- Intent — what they asked, how much they typed, what page they were on
- Fit — company size, geography, product match (vs your historic best customers)
- Engagement — opened brochure? Clicked link? Replied to WhatsApp?
- Source weighting — your historic IndiaMart conversion rate vs Facebook vs referral
Reps prioritise the right leads automatically. Managers see warming opportunities before they go cold.
Auto-routing rules
- By territory (PIN code, state, region)
- By product family
- By deal-size band
- By language preference
- Round-robin within a team
- Sticky assignment for repeat enquirers
- Backup-rep fallback when primary is OOO
Lead-to-deal pipeline
Once routed, the lead enters a pipeline that's configured per product line. Stages, fields, required actions, and SLA per stage are all configurable. Reps can't move stages without filling required fields. Managers see exactly where every deal is, who's stuck, and why.