Balantix CRM

BALANTIX CRM

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BALANTIX CRM

All 0

New 0

Attempt 0

Proposal 0

Negotiation 0

Won 0

Lost 0

Select all leads

Group by:

Follow-ups

Overdue and upcoming follow-ups

Settings

Signed in as

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Notifications

Get an app notification when a follow-up is due.

Manage Users

Lead Distribution

Leads assigned per person. Use bulk-select on the Leads tab (checkbox → Update Fields → Assign To) to distribute or reassign.

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Add Lead

Full Name *

Phone *

WhatsApp

Email

Source

Service Interest

Budget (INR)

Status

Attempt Stage

Lost Reason

Pipeline Stage

Follow-up Date

Follow-up Time

City

Follow-up Note

Notes

Lead Details

Reminders

Enter PIN to Delete

This action is restricted. Enter your 4-digit PIN to permanently delete this lead.

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Delete Lead?

Are you sure you want to delete ? This cannot be undone.

Reschedule Follow-up

New Date

New Time

Follow-up Note

Add Reminder

Title

Date

Time

Note

Add User

Name

Email

Password

Role

How did the call go?

Bulk Update

Only filled fields will be updated. Leave blank to keep existing values.

Status

Source

Attempt Stage (applies to all selected)

Pipeline Stage

Lost Reason (applies to all selected)

Service Interest

Follow-up Date

Follow-up Time

Follow-up Note

Assign To (Admin only)