Lead management software captures every lead, assigns it to a rep, and tracks follow-up from first contact to closed deal. Salesgem is lead management software for small business — a lightweight lead management system and lead‑tracking CRM that captures from Facebook, WhatsApp, Instagram and your website, auto‑assigns to your reps, and follows up before the competition even picks up the phone.
Every lead has an assigned rep and a tracked follow-up — none go unowned
What you get
Lead management software that handles it end-to-end.
Six capabilities in one lightweight CRM for lead tracking — built around the way B2C teams actually sell.
Lead Capture
Real-time sync from Facebook, WhatsApp, Instagram and web forms. Every lead lands automatically — no copy-pasting.
Auto-assign
The moment a lead arrives, it's round-robin assigned with an instant push alert. Your rep follows up while the lead is still warm.
Pipeline Tracking
Custom stages from first contact to close. Every deal visible at a glance — with alerts when anything sits in a stage too long.
Activity Timeline
Every call, WhatsApp message and note on one timeline per lead. Any rep can pick up where the last one left off — instantly.
Reports & Analytics
Lead source ROI, rep conversion rates and funnel drop-off in a live dashboard. Know what's working — and fix what isn't.
Mobile App
iOS and Android with push alerts, one-tap calling and offline notes. Follow up on leads from anywhere — not just the office.
Captures leads from every channel you already use
Facebook
WhatsApp
Instagram
Web forms
Excel Sheets
Zapier
Assign
Auto‑assign every lead the second it arrives.
No more "who's handling this?" in the group chat. The moment a lead lands, Salesgem puts a name on it and sends an instant alert — so your rep can follow up while the lead is still warm.
Round‑robin distribution. Leads rotate fairly across your team — balanced workload, no favourites, no gaps.
Instant push notifications. Reps get pinged on mobile and desktop the moment a lead is theirs. Response clock starts immediately.
Clear ownership. Every lead has one name against it — visible to the whole team. No duplicated effort, no dropped balls.
Lead Assignment · Live
Arjun Nair→ASAarav S.
Ryan Carter→RPRavi P.
Karan Mehta→MJMehul J.
Round‑robin active — 3 reps in rotation
Next lead → Aarav S. Push sent · Ravi P. notified 4s ago
Convert
A clear pipeline that shows exactly where every deal stands.
Custom stages, stuck-deal alerts, and one-tap actions — a pipeline view your reps will actually open every morning, not avoid.
Custom stages. Set up pipeline stages that match your real sales motion — different products, different flows.
Stuck‑deal alerts. Anything sitting in a stage too long bubbles up automatically so nothing goes cold silently.
One‑tap actions. Log a call, send a WhatsApp message, schedule a follow‑up — all without leaving the lead card.
Deals · Active Pipeline
Open Pipeline
$18.7M 8 active
Total Closed
$6.2M
Won this month
$2.9M 3 deals
Contact
Deal
Stage
Close Date
Arjun Nair
SEO Enquiry
$4,500
New
12 May
Ryan Carter
Web Development
$12,000
Contacted
5 May
Karan Mehta
Social Media Mgmt.
$1,800
Proposal
18 May
Rohan Kuruvila
Google Ads Setup
$3,200
Won
2 May
Context
Full lead follow‑up history — every call, message and note on one screen.
When a lead gets handed off, the next rep doesn't start from scratch. Salesgem keeps a full timeline: every WhatsApp, every call log, every note — one screen, always up to date.
One place to log activity. Calls and follow-up notes take seconds to add, and sit alongside every WhatsApp message on the same timeline.
Handoff‑ready profiles. Any rep can pick up where the last one left off — full history, notes, and contact details on one screen.
Source‑to‑close attribution. Know exactly which campaign, ad set or channel brought every won deal.
Ryan Carter · Activity
Today, 11:42
Quote sent · $2.9M · 3BR Austin, TX
Today, 11:18
WhatsApp reply: "Yes, send the brochure please 📎"
Today, 11:14
Ravi P. followed up via WhatsApp — template "Welcome"
Today, 11:13
Lead captured from Facebook ad "Marine Drive Q2"
Yesterday
Visited /pricing 3 times · spent 4m 12s on site
Measure
See what's working — by source, by rep, by week.
Real‑time dashboards show where leads come from, where they get stuck, and who's converting. No spreadsheets. No "let me get back to you on Friday."
Source ROI. Cost per lead, cost per win, payback period — broken down by channel so you know where to spend more.
Rep performance. Response time, conversion rate, deals in motion — the numbers that actually matter to a sales manager.
Funnel drop‑off. Find the stage where deals stall — and fix it before next month.
Lead source · Last 30 days
Leads by source
↑ 28% vs prev
Previous periodThis period
Facebook487
WhatsApp392
Instagram231
Website137
Built for B2C
Tuned for the way social‑first businesses sell.
Whether you're closing flats, filling classes, or shipping hampers — Salesgem is the CRM for B2C business built around high‑volume, conversation‑driven sales.
Real estate teams
Capture every walk‑in, site‑visit and ad form lead. Assign instantly, follow up before competitors, and track the full journey from first enquiry to site visit to close.
Facebook Lead AdsWhatsApp follow-upSite visit tracking
Education & coaching
Track inquiries from Instagram and Facebook campaigns. Assign counsellors, set follow-up reminders per course, and never let a batch-ready lead go cold.
Convert WhatsApp enquiries and Instagram DMs into orders. Track every "DM us for price" lead from first message to purchase — without losing them in a chat thread.
WhatsApp enquiriesInstagram DMsOrder tracking
Why Salesgem
Built for B2C sales — not retrofitted for it.
Most CRMs were built for enterprise B2B teams. Salesgem is built for B2C sales — a B2C CRM for small business designed around the channels real buyers use: Facebook, WhatsApp and Instagram.
Feature
Generic CRM
Salesgem
Captures Facebook & Instagram leads in real time
Delayed via Meta dashboard
Included
WhatsApp lead capture with instant rep alert
Email forwards only
Included
Auto-assigns every lead with push notification
Manual or paid add-on
Included
Full follow-up history & call logs per lead
Spreadsheet workaround
Included
Mobile app with push alerts & one-tap call
Read-only mobile
Included
Setup in a single afternoon
Multi-week onboarding
Included
Loved by sales teams
What teams say after switching.
Salesgem became our lead management software the moment we started running serious paid ad budgets. Before this, leads were sitting in the spreadsheets unattended. Now every enquiry gets to the right dealer instantly, and the follow-up discipline has transformed how our network operates.
Real time lead notifications changed how our front office runs. Salesgem captures every enquiry in real time and ties it to the right specialist, which is exactly what a clinical setup needs. Salesgem stays clean, fast, and lets us focus on conversations, not configuration.
We run Facebook and Instagram ads constantly, and earlier our biggest gap was follow-up. Salesgem works as proper Facebook lead management software for our clinic; every enquiry lands in the right consultant's queue. For us, reaching the patient while they're still actively researching is everything.
Salesgem is a proper lead follow-up CRM for small businesses like us. It does lead capture and follow-up really well, and it integrates cleanly with the channels we actually run — Facebook, Instagram, WhatsApp. Salesgem stays clean and fast, and lets us focus on conversations, not configuration.
Real-time lead notifications matter a lot in our space. Customers signing up to delivery platforms are usually evaluating two or three options at once. Salesgem makes sure our team is the first to call — and being first is half the battle won.
Course enquiries spike whenever we launch a new batch, and the difference between a full classroom and an empty one is how fast we follow up. Salesgem gave our counselling team the speed they needed without making things complicated.
FAQ
Lead management, answered.
Don't see your question? Our team replies in under an hour.
Lead management software captures incoming leads, assigns them to the right rep, and tracks every follow-up through a sales pipeline until each deal reaches a Won or Lost outcome. Salesgem is lead management software for small businesses — it pulls leads from Facebook, WhatsApp, Instagram and your website automatically, auto-assigns each one, and reminds reps to follow up until the deal is won or lost.
Yes. Connect your Meta Business account once and every lead form on every page automatically syncs into Salesgem in real time — no Zapier, no CSV exports, no 30-minute Meta delays.
Connect your WhatsApp Business number. Every inbound WhatsApp message becomes a lead in Salesgem, the assigned rep gets an instant push notification, and the full conversation is logged automatically.
Yes. You can set up custom pipeline stages that match your actual sales flow — New, Contacted, Proposal, Won, Lost — and update each lead's stage with one tap. You'll always see where every deal stands.
Yes. We provide free migration support — CSV import, mapped fields, and automated de-duplication. Most teams are fully migrated within an afternoon.
Yes. Native iOS and Android apps with push alerts, offline notes, one-tap calling and full lead history — so your team can follow up from anywhere, not just the office.
Ready in minutes
Stay ahead — follow up faster with Salesgem.
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