Sales Pipeline & Lead Tracker
Track leads by status card columns. Set follow-up task schedules, receive reminders, and allocate contacts to team reps, ensuring no deal is lost.
Manual work hurts sales scaling
Sales teams fail because they do not track client progress. Enquiries are contacted once, but follow-up alerts are missed, letting competitors win the deal.
Automated operations with EPromo
An intuitive, swipeable Kanban lead board that keeps track of stages, next follow-up dates, notes, and staff responsibilities.
Core Capabilities
What you can achieve with EPromo CRM platform updates.
Kanban Stage Manager
Drag-and-drop lead cards across status columns: New, Contacted, Demo, Proposal, Won, Lost.
Automated Reminders
Get phone alerts when it is time to call a prospect back. Never miss a schedule.
Performance Conversion Reports
Identify which products close fastest, and evaluate team closure rates.
How It Works
New lead is captured (from post-call popup, GMB, or WhatsApp).
Lead is assigned to a sales agent and placed in "New" column.
Agent contacts lead, updates notes, and schedules follow-up.
Lead moves through stages until closing as "Won Deal".
Business Benefits
Measurable success indicators reported by MSME partners.
35% Higher Close Rate
Scheduled follow-ups ensure you are present when purchase intent peaks.
Team Ownership
Assign specific leads to agents to prevent duplicate client calls.
Visual Overview
See your complete pipeline value at a glance on the CRM screen.
Frequently Asked Questions
Got questions about this feature? Find quick responses here.
Can I create custom stages for my pipeline?
Yes. EPromo supports defining unique stage names to match your business workflow (e.g. Site Visit, Diagnostic Test).
Do my sales agents see each other’s leads?
Admin can restrict view permissions so agents only see and modify leads allocated to them.
Ready to Upgrade Your Operations?
Start logging leads and sending WhatsApp updates in seconds. No setups fees, free tier active, cancel anytime.