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Lead Management
A CRM that fills itself from your conversations.
The problem today
Leads live in Excel sheets, notebooks, and memory. Duplicates everywhere, no idea which leads are fresh, which are dead, or which campaign they came from.
How to set it up on BodhX
1
Leads flow in automatically
AI conversations create leads with interest and priority — each gets a unique Lead ID.
CRM → Leads2
Shape it to your business
Custom fields, your own pipeline statuses, and tags — the CRM adapts, not you.
CRM → Setup3
Keep it clean
Duplicate detection, bulk actions, CSV import/export, and per-salesperson filters.
CRM → Leads toolbarAI handles
- Capture & Lead IDs
- Source tracking
- Status sync from chats
Your team keeps
- Pipeline decisions
- Which leads to prioritise
What you get
- Every lead has an ID, status, priority, source, and owner
- AI-captured leads marked so you know where they came from
- Filter, search, export — one source of truth
Set this up in under 15 minutes.
Start the 7-day free trial — full features, 120 free credits, no credit card.
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