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.
Related Video Tutorials
CRM Pipeline, Lead Management, & Follow-Ups
Discover how to streamline your sales funnel. Learn how to convert contacts to leads, manage the interactive Lead Kanban Board, log quick notes, convert won-deals into clients, and schedule callbacks using the Follow-up Calendar.