Callytix includes built-in lead management connected to call tracking.
Add Leads
Create leads manually or import them. Each lead has contact details, status, assigned rep, and full call history.
Assign to Reps
Assign leads to specific team members. Reps see their assigned leads in the mobile app and dashboard.
Track Progress
Move leads through pipeline stages. Every call made to a lead is automatically linked to its record.
Reports
View lead conversion rates, follow-up status, and contacted vs uncontacted leads from the reports section.