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ViveLead CRM Features

The most comprehensive lead management platform designed for modern sales teams

Lead Generation Engine

Unlimited Lead Source Management

Capture leads from every possible channel and never miss another opportunity

Unlimited Lead Source Integrations

Connect with any lead source - websites, social media, email campaigns, phone calls, and third-party platforms without limits.

No Source Limits

Smart Lead Distribution

Automatically assign leads to up to 10 team members based on custom rules, workload, and expertise for optimal conversion.

Up to 10 Recipients

Unlimited Email Lead Alerts

Get instant notifications for every new lead with customizable email alerts to ensure immediate response and engagement.

Real-time Alerts
Activity Management

Complete Lead Engagement Tracking

Track every interaction and never let a hot lead go cold

Real-time Lead Activity Tracking

Monitor and engage with your most recent leads through comprehensive activity tracking and interaction history.

Advanced Task Management

Schedule and assign tasks on leads with deadline tracking, priority levels, and automated reminders for team members.

Smart Follow-up System

Automated follow-up scheduling ensures no lead falls through the cracks with customizable timing and personalized messaging.

Appointment Scheduling

Book appointments directly on leads with calendar integration, automatic reminders, and meeting preparation tools.

Efficiency Tools

Powerful Bulk Lead Operations

Manage thousands of leads with enterprise-grade bulk operations

Bulk Lead Upload

Import thousands of leads instantly with CSV upload, data validation, and automatic duplicate detection for seamless data migration.

Enterprise

Bulk Stage Management

Update lead stages and sub-stages in bulk with intelligent workflow triggers and automated actions for streamlined lead progression.

Workflow

Bulk Lead Assignment

Assign leads to multiple owners simultaneously with load balancing, territory management, and performance-based distribution.

Smart Assign

Custom Lead Form Fields

Create unlimited custom fields for lead forms to capture specific business data, industry requirements, and qualification criteria.

Document Management

Attach files, contracts, proposals, and documents to leads with version control, access permissions, and easy retrieval.

Team Collaboration

Advanced Team Management

Build high-performing sales teams with intelligent management tools

Hierarchical Team Structure

Create teams with designated leaders and members, establish reporting relationships, and manage organizational hierarchy effectively.

Team Performance Dashboard

Monitor team metrics, individual performance, conversion rates, and revenue generation with real-time analytics and insights.

Role-Based Access Control (RBAC)

Granular permission management ensuring team members access only relevant data with customizable roles and security levels.

Leader View Management

Team leaders can view and manage all leads assigned to their team members with coaching insights and performance tracking.

Advanced Lead Filters

Create sophisticated filters to segment leads by stage, source, owner, date ranges, custom fields, and activity history.

Seamless Connectivity

Premium Platform Integrations

Connect with your favorite tools and automate your entire sales ecosystem

Facebook Meta Lead Sync

Automatically sync Facebook and Instagram leads directly into your CRM with real-time data transfer and lead qualification.

Auto Sync

Google Workspace Integration

Seamlessly integrate with Gmail, Google Calendar, Google Ads, and Google Drive for unified business operations.

Full Suite

Microsoft Teams Integration

Connect with Microsoft Teams for seamless communication, meeting scheduling, and collaborative lead management.

Collaboration

WhatsApp Business Integration

Engage leads through WhatsApp with automated messaging, broadcast campaigns, and conversation tracking.

Messaging

Razorpay Payment Integration

Process payments seamlessly with Razorpay integration for quotations, invoices, and subscription management.

Payments

Website OpenAPI Sync

Connect any website to ViveLead using our OpenAPI for real-time lead capture and data synchronization.

API Ready
Revenue Engine

Sales Pipeline & Revenue Management

Turn leads into revenue with powerful sales tools and automation

Visual Deal Management

Manage your entire sales pipeline with drag-and-drop deal stages, revenue forecasting, and probability tracking for better conversion rates.

Prospect
Qualified
Proposal
Closed

Quotation & Invoicing

Create professional quotations and invoices directly from leads with customizable templates, automatic calculations, and payment tracking.

Intelligence & Communication

Smart Communication & Analytics

Make data-driven decisions with powerful analytics and automated communication

Lead Performance Analytics

Comprehensive analytics with stage-wise lead tracking, owner performance metrics, activity insights, and conversion funnel analysis.

Dynamic Email Templates

Create personalized email templates with dynamic content, merge fields, and conditional logic for targeted communication.

Bulk Email Campaigns

Send targeted bulk emails based on lead stages with delivery tracking, open rates, click analytics, and automated follow-ups.

Sent
Opened
Clicked
Enterprise Ready

Fully Customizable & Enterprise Features

Tailor ViveLead to your exact business needs with unlimited customization

Fully Customizable

Adapt every aspect of ViveLead to match your business processes, industry requirements, and workflow preferences.

Bulk Lead Deletion

Safely remove multiple leads with confirmation safeguards, audit trails, and data backup options.

Enterprise Security

Bank-level encryption, audit logs, data backup, and compliance with industry security standards.

Scalable Architecture

Built to handle millions of leads with high-performance infrastructure and unlimited growth potential.

ViveLead CRM Dashboard
Unlimited Leads
10 Auto-Assign
Real-time Analytics
Complete CRM Solution

Why ViveLead Stands Apart

The only CRM that combines unlimited lead sources, intelligent automation, and enterprise-grade team management in one powerful platform.

Unlimited Everything

No limits on lead sources, email alerts, or team size

Smart Automation

AI-powered lead distribution and workflow automation

Seamless Integrations

Connect with Facebook, Google, WhatsApp, and more

Advanced Analytics

Deep insights into lead performance and team metrics

Team Management

Hierarchical teams with role-based access control

Fully Customizable

Adapt every feature to your business needs

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