Lead management app that brings in, calls and follows up every lead

Weo Dialer is a lead management app for teams whose sales happen on phone calls rather than over email. A lead can start from a single mobile number: someone calls in, a WhatsApp chat arrives, a row lands in a connected Google Sheet, or a file is imported. Each lead carries a source tag (Facebook, Google, Website, WhatsApp, Instagram, Referral, Walk-in, IndiaMART, JustDial or your own), a status from a pipeline you design, any custom fields you add, and the products the customer asked about. Everything that happens afterwards is filed on the same lead: calls, WhatsApp messages, remarks, reminders and status changes, including changes made on the web. One filter finds any group of leads by due date, owner, status, tag, source, product, list or custom field, and that filtered group can be called one by one, sent a bulk WhatsApp campaign or exported. Weo Dialer is the calling CRM app from Weomate for Android and iPhone.

Lead management app features

Lead management app lead sources

Leads reach Weo Dialer in five ways, and each one can be tagged with its lead source automatically or by hand:

1. Phone calls. Any incoming or outgoing caller can be saved as a lead from the call screen. New callers can also be saved as contacts on their own, 60 seconds after the call, with a name prefix you choose (an old sheet of numbers can be turned into contacts with the free CSV to VCF converter), and saved leads are then named on screen by the business caller ID the next time they ring.
2. WhatsApp chats. A chat in the WhatsApp CRM inbox becomes a lead in one tap, which is how most holiday enquiries start for the teams described in CRM for travel agency.
3. Connected sources. A Google Sheet or REST API is checked in the background on a schedule. Columns map to built-in and custom fields, each source has its own country setting, and test rows can be inspected and removed. IndiaMART’s Pull API is one such source; see IndiaMART lead management. Meta’s lead forms reach Weo Dialer the same way, as described in Facebook lead ads to CRM, and Justdial enquiries are covered on the Justdial leads CRM page. Some calling CRMs list each of these as a named connector instead; a comparison with one of them sets the two approaches side by side.
4. Files. Excel, CSV and JSON files import directly, and a file shared from WhatsApp, email or the browser opens straight in the import screen. To see how many rows are repeats before importing, a free tool can remove duplicate phone numbers from the sheet.
5. Sales. When a paid client is added with a number that is not yet a lead, the lead is created automatically.

Lead management app pipeline

The status pipeline is the list of stages a lead moves through, and in Weo Dialer it is yours to define; many teams start from the types of leads in sales, such as cold, warm and hot. Statuses can be created, renamed, recoloured and dragged into order. A status that is still in use cannot be deleted, so no lead is left without a stage. Every change of status is kept in the lead’s status history, including changes made on the web.

Statuses also drive automation. A change of status can send its own WhatsApp message, so moving a lead to “Quote sent” can deliver the quote without anyone opening WhatsApp. Loan agents use the same idea for document checklists; see CRM for loan DSA.

Lead management app example

An illustration with round numbers, not a customer result.

A rooftop solar installer in Nagpur (the survey and installation stages are covered in CRM for solar business) gets about 200 enquiries a week from Facebook ads, its website form and walk-ins at the showroom. The ad and form leads land in a Google Sheet that Weo Dialer checks on a schedule; walk-ins are added by number at the desk with the source tag “Walk-in”.

The same setup suits property sales, covered on the CRM for real estate page. The installer adds two custom fields, roof size and monthly electricity bill, plus a GPS location field that the surveyor fills in on site. Its pipeline reads New, Survey booked, Survey done, Quote sent, Won, Lost. When a lead moves to Quote sent, a WhatsApp message with the quote goes out on its own, and a follow-up is set for three days later.

On Monday the sales head filters for “Facebook” leads sitting at “Survey done”, starts one calling session through them, and exports the same filter to CSV for the weekly review. Leads that ended at “Lost” are revisited a month later, using the routine in how to follow up lost leads.

Lead management app vs desktop CRM software

The basic terms (lead, status, disposition, follow-up) are defined in what is CRM in telecalling. Most well-known CRM software was designed around a desk: web forms, email sequences and a browser tab that stays open. That suits teams that sell by email; the CRM for small business page compares it with registers, sheets and the WhatsApp Business app. Teams that sell by phone hit a gap between the CRM and the call: the number is copied from the browser into the phone, and the outcome is typed back later, or not at all.

Weo Dialer closes that gap by making the phone app and the lead record the same thing, which is what a CRM dialer means. The call is placed from the lead, the lead opens when the customer calls, and the outcome is saved on the screen that follows. For the office, the account also has a web side with custom webhook and live sheet lead sources that assign new leads round-robin; when that rotation suits a team and when it does not is explained in round robin lead assignment. How callers work those leads day to day is covered on the CRM for telecallers page, and how callbacks are kept on the follow-up reminder app page.

Lead management app limits

Choose a different product if any of these describe your business:

• Your sales run on email. There are no email sequences or newsletters. Calls and WhatsApp are the channels.
• You need someone to find leads for you. The app manages the leads you already have. Weomate, the company behind Weo Dialer, offers lead generation as a separate service.
• Your team uses iPhones and relies on the call log. The Weo Dialer iPhone app works without the phone’s call log, so calls there cannot be read from it.

Lead management app FAQ