Workway’s Leads Management module helps you track every lead from the first click to final conversion. Organize your pipeline, manage deals visually, and never miss an opportunity.
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Admin & Sales Manager Panel: Full Funnel Visibility
Manage your entire lead lifecycle in one place—from manual entries to automated lead forms.
Add & Manage Leads
Capture lead details manually or via forms:
- Name, Email, Source
- Lead Owner & Deal Agent
- Deal Stage, Value, Close Date
- Category & Watchers
- Add Company Details
Smart Lead Capture Forms
No code. No integration headache.
- Create custom Lead Forms with required fields
- Auto-generate a shareable link
- Embed it anywhere: Website, Landing Page, Social Media, Email
- Responses go directly to CRM with assigned Lead Owner
- Receive real-time alerts on form submissions
Deal Pipeline Management – Visual & Actionable
Track the journey of every lead across defined stages with clarity and control.
Default Deal Stages (Fully Customizable):
Use Kanban boards to drag & drop deals between stages, track progress, and take quick actions.
- 🟡 Generated
- 🟠 Qualified
- 🔵 Initial Contact
- 📅 Schedule Appointment
- 📤 Proposal Sent
- ✅ Won
- ❌ Lost
Deal Insights & Reporting
Admin and Managers Panel can
- View Deal Value at each stage
- Measure Conversion Rate per Sales Agent
- Track Aging Deals (stuck too long in a stage)
- Export Deal Reports by Source, Category, Product, Agent
Reminders & Follow-ups
- Set automatic follow-up reminders
- Get notified for stale or inactive leads
- Calendar integration for scheduled appointments
Role-Based Access for Leads Management
Control who sees what with smart role-based access.
-
Admin
- Full control & visibility
-
Sales Manager
- Access to own leads, team leads, and reporting
-
Sales Agent
- Limited access to assigned leads only
Trusted by Businesses Like Yours
Shradha Kumari, CEO
YOURDORLD PVT. LTD.
Shradha Kumari, CEO
YOURDORLD PVT. LTD.
Shradha Kumari, CEO
YOURDORLD PVT. LTD.
Workway Tips, Trends & Tactics
Frequently asked questions
What makes Workway's Lead Management automated?
Workway captures leads automatically from WhatsApp, website forms, and manual entry, routes them via intelligent Kanban boards, and triggers follow-up reminders so no lead ever slips through the cracks.
How are leads assigned to my sales team?
The system uses rule-based routing (round-robin, territory-based, or tag-based) to automatically assign leads to team members, making sure every inquiry lands with the right person.
Can I track leads through multiple pipeline stages?
Yes, leads move visually across stages (like New → Follow-up → Won/Lost) on Kanban boards. You can drag and drop, filter by tags, and track status at a glance.
Can I automate follow-ups for new or pending leads?
Absolutely! set automatic reminders and follow-up tasks triggered by lead status or inactivity, ensuring timely communication and improved conversion rates.
Does Workway offer lead filters and search capabilities?
Yes, you can easily search and filter leads by sources, tags, stages, or keywords. This helps you quickly identify priority leads and strategies for conversion.
Is lead scoring or prioritization available?
Currently, Workway allows tag-based prioritization and filtering. While automated lead scoring isn’t available yet, lead quality is improved through structured funnels and timely follow-ups.
Can I capture leads from multiple channels?
Yes, Workway integrates with WhatsApp, web forms, email, and manual entries, letting you unify all incoming leads into a single, manageable pipeline.
Is this system scalable for larger sales teams?
Definitely! Workway handles process automation, routing, and Kanban pipeline tracking seamlessly for teams ranging from 1 to 5000+ users.
Does it integrate with other modules like CRM or Finance?
Yes, once a lead is converted into a client, all relevant data flows into the Client Management and Finance modules, providing a unified view from lead to invoice.
Digital Workplace
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End-to-end encrypted. Role-based access. Built-in SSO, access logs, and 2FA.
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