Lead management app that turns every caller into a lead

What is a lead management app?

A lead management app is software that gathers prospects from every channel, sorts them by stage and source, and tracks each one until it buys. AutoDial CRM is a lead management app for Android and iPhone that also calls those leads, so the list you sort is the list you dial.

AutoDial CRM begins where most enquiries begin, with a phone call. Any number that rings or is dialled can be saved as a lead, and the mobile number on its own is enough to create one. Each record then carries a source tag (Facebook, Google, Website, WhatsApp, Instagram, Referral, Walk-in, IndiaMART, JustDial or a tag you name), a stage from a pipeline you design, the products the customer asked about and any custom fields you add, a GPS location field among them. Leads that come from forms and ads need no typing: the app checks Google Sheets and REST API sources on a schedule in the background, and Excel, CSV or JSON files import in a few taps. One shared filter then slices the whole database by status, tag, product, list or custom field, and its result can be dialled, edited in bulk or exported to CSV. As of October 2026, the iPhone app has every feature except the phone’s call log.

Lead management app benefits

• Every caller captured

  A new number can become a lead after the call, with nothing else required.

• Source on every record

  Tags show which ads, referrals or portals bring the leads worth chasing.

• No retyping from sheets

  Sheet and API sources feed new rows in on a schedule, already mapped to your fields.

• One view of the pipeline

  Status, tag, product, list and custom fields combine into a single filter you can call.

• Changes in one step

  Tags and products can be added or removed across a whole filtered group at once.

Lead management app: sources and auto-import

Leads rarely arrive in one place, so the app accepts them from several directions and keeps track of which door each one came through.

• Calls: after a call from an unknown number, save the caller as a lead. Only the mobile number is required; the rest can wait.
• Files: bring in Excel, CSV and JSON files, including ones shared to the app from WhatsApp, mail or the browser, which open directly in the import screen. Each file becomes its own list that you can filter, dial or delete, and removing a list deletes just the leads imported with that file.
• Google Sheets and APIs: connect a sheet or any REST API and the app polls it in the background. Point each source column at one of your fields, built-in or custom, set the country for that source, and read the exact reason for every row it skipped. To check a source, open its accepted and rejected rows as lead cards, then delete any test data.
• Webhooks and live sheets (Web CRM): a custom webhook or live sheet source can hand new leads to team members round-robin.

On the way in, repeated numbers are discarded and each number’s country code is sorted out. IndiaMART and JustDial are tags for labelling those leads, not live connections, so portal leads come in through a file, sheet or API like any other. Going the other way, a third-party CRM API can be connected so call and CRM data are pushed out to it.

Lead management software filters, tags and bulk edit

Lead management software earns its keep when you can find the right twenty leads among thousands. AutoDial CRM has one shared filter used everywhere: due today, whose lead it is, status, tag, source, product, imported list and custom field values, each one searchable. Stack several at once, pick many values in each, and choose whether tags and products must match any or all of your picks. Every choice shows as a chip, and tapping a chip removes it.

Tags live in a sheet that searches across hundreds of them. Type a tag that does not exist and it is created from the search; rename one and duplicates merge into it; delete the ones nobody uses. Products come from a searchable picker that the lead, call and paid client forms all share, so spellings stay consistent.

For bigger changes, tick leads or take the entire filter and add or remove tags and products in one pass. Every tag and product change is written to that lead’s history. The filtered result can be exported to CSV or called straight away, which is the point of a CRM with a dialer rather than a contact list.

Lead management mobile app: the lead record on your phone

A lead management mobile app has to be quick to fill in with one thumb, between calls or at a site. Names and requirements accept voice input, form fields suggest values you typed before, and the products and the customer’s stated requirement attach to the lead directly. Custom fields cover whatever your business tracks, such as budget, suburb or a GPS location.

The status pipeline is yours: create stages, rename and recolour them, drag them into order, and delete any stage that no leads use (deletion is blocked while a stage is in use). Remarks travel with the lead and reappear on the next call with that person, and a remark saved on a visit picks up the area name and coordinates. One customer screen holds calls, WhatsApp, remarks, reminders and lead details in tabs, plus status changes (including those made on the web) and an edit history synced to the account. Leads that went cold collect in a lost leads list for a win-back round. When you need to pass a record on, one tap copies every detail from a paid client, reminder, Done, assigned lead or lead card. Next steps set on a lead become alarms, which the follow-up reminder app page explains in full.

CRM for small business: leads, calls and follow-ups in one app

A CRM for small business should not need a spreadsheet, a separate dialer and a reminder app glued together. In AutoDial CRM the owner assigns leads, every salesperson gets a private pending queue, and a lead can move to a colleague with its transfer history kept. Calls made by every staff member are visible to the owner from a single account, and a lead that buys becomes a paid client in one tap. Clinics, coaching centres, home service firms, agents and shops all fit the same pattern: enquiries in, calls made, next steps saved. Teams where calling is the whole job will find the shift-by-shift workflow on the telecalling CRM page, and the dialing side on the auto dialer app page.

Lead management app features

Lead management app setup

1. Put the app on every salesperson’s phone and complete the guided permission steps.
2. Create your stages, source tags, products and any custom fields such as budget or location.
3. Import existing leads from Excel, CSV or JSON, then connect a Google Sheet or REST API for leads that keep arriving.
4. Check the skipped rows on each source, map any missing columns and remove test data.
5. Assign leads to team members, save a filter for each day’s work and start calling from it.

Lead management app limits

AutoDial CRM manages and calls leads; it does not generate them, and it is not an email marketing or landing page tool, so a business that nurtures leads mainly by email campaigns should look at a marketing CRM. There is no direct link to lead portals such as IndiaMART or JustDial: their leads have to come in as a file, through a sheet or API, or by webhook. Leads export as CSV rather than as a true Excel workbook. Because the handset’s own call log is off limits to the iPhone app, teams wanting every call saved automatically are better served by Android phones. A large company whose desktop CRM must stay the master record can push data to it through its API, but staff would then use two systems.

Lead management app example

An illustration, not a named customer. A kitchen renovation business in Sydney, Australia, has an owner and 2 sales staff and gets about 150 enquiries a month. Facebook ad leads land in a Google Sheet, the website form posts to a webhook, and showroom visitors are saved by hand with the Walk-in tag. The owner adds custom fields for suburb, budget in A$ and a GPS location for the measure-up visit, and sets five stages: New, Measure booked, Quote sent, Won and Lost. On Monday a salesperson filters Quote sent, tag Facebook and product Kitchen with match all, gets 30 leads and calls them in order; remarks such as “wants stone benchtop” sit on each lead. Halfway through the month the owner bulk-tags 60 leads Spring promo, and at month end exports the Won leads to CSV for the accountant. Three users cost roughly US$8.37 a month in total on the yearly plan.