Sales
Leads, follow-ups, proposals, qualification, proposal PDF sharing, and conversion handoff.
Lead conversion CRM for sales, accounts, trainers, and admin teams.
LeadPro manages the full staff workflow: enquiry capture, qualification, follow-ups, proposals, manual payments, automatic client conversion, appointments, session notes, feedback, retention, message logs, and PWA access.
Workflow
Lead: capture source, interest, budget range, service, package, temperature, and qualification details.
Sales: schedule follow-ups, build proposals, export/email proposal PDFs, and track status.
Accounts: record manual payment details, invoice metadata, GST fields, advance, and balance.
Client: payment conversion creates the client profile for booking and service delivery.
Training: book appointments, review calendar, complete sessions, record notes, and trigger feedback.
Retention: capture feedback, request referrals, suggest next services/packages, and create repeat-client actions.
Modules
Accounts
Manual payments, payment modes, invoice number, GST details, transaction references, advances, and balances.
Bookings
Appointments, calendar view, trainer filters, room filters, trainer availability, rooms, holidays, and calendar settings.
Training
Session attendance, notes, progress, homework, materials, feedback status, and next appointment needs.
Messaging
Email and WhatsApp templates, message logs, email configuration, log-only mode, and queued email sending.
Admin Setup
Users, services, packages, budget ranges, payment modes, rooms, holidays, reminder templates, and system settings.