The CRM Built to Convert Every Lead You Buy
Every OptimizedLeads plan includes a full lead-management CRM at no extra cost. Organise, assign, follow up and close, with a Kanban pipeline, team tools, attendance and analytics in one place. No per-seat fees, no hidden charges.
68%
New lead assigned
just now · auto-distributed
Rahul Sharma
Forex · Dubai
500+
Businesses served
6
Lead categories
₹0
Extra cost for the CRM
3
Markets: India · Dubai · Sri Lanka
One CRM for the whole lead lifecycle
From the moment a verified lead lands to the day it closes, manage it all in one dashboard, with your team, on your brand.
Lead Management & Pipeline
- Personal sales pipeline, new → closed
- Drag-and-drop Kanban with custom stages
- Notes, remarks & full status history
- Lead replacement workflow with audit trail
Distribution & Sync
- Assign & distribute leads to your team
- Automated lead-sync with scheduling
- Excel import / export for bulk work
- Category fields for forex, RE, education
Calendar & Notifications
- Calendar sync & meeting scheduling
- Follow-up reminders on every lead
- Email alerts for each new lead
- Never miss a fresh prospect
Team & Attendance
- Clock-in / clock-out with geofence
- Monthly hours & manual correction
- Per-member performance metrics
- Role-based access for sub-accounts
Analytics & Reporting
- Overview KPIs & pipeline conversion
- Team performance & personal efficiency
- Excel export of analytics & lead data
Branding & Support
- Light, dark & custom themes
- Your company name & logo
- Built-in ticketing & enquiry management
Every plan includes this CRM. See how it's bundled on our pricing page, or start with forex leads.
One command centre for every lead
See lead status, tickets, tasks and team activity the moment you log in. Track the whole pipeline from new to closed, with a complete status history on every lead.
- Live lead-status & ticket distribution
- Task analytics & activity leaderboard
- Free 2-day lead-replacement workflow
Know exactly what's converting
An analytics hub with overview KPIs, pipeline conversion tracking, team performance and personal efficiency, and export any of it to Excel in a click.
- Conversion by stage, source & owner
- Team leaderboards & personal metrics
- One-click Excel export
Run your whole team from one place
Role-based sub-accounts, clock-in/out attendance with geofencing, and per-member performance, so everyone sees exactly what they should, and nothing they shouldn't.
- Subscriber, sub-subscriber & sub-admin roles
- Geofenced attendance & monthly hours
- Custom logo & theme, make it yours
CRM questions, answered
Everything about the CRM that comes free with your plan.
Is the CRM really free?
Yes. The full lead-management CRM is included with every OptimizedLeads subscription at no extra cost. No per-seat charges and no hidden fees. You only pay for your lead plan.
Can I add my team?
Yes. Create role-based sub-accounts (subscriber, sub-subscriber, sub-admin), assign leads, track per-member performance, and manage attendance with geofenced clock-in/out.
Which lead types does it support?
Forex, Real Estate, Online MBA, Study Abroad, Certification, PhD and Job Consultancy, each with category-specific fields so the pipeline fits how you actually work.
Can I import my existing leads?
Yes. Bulk import and export via Excel, plus automated lead-sync distribution with scheduling for the leads you buy from us.
Does the CRM work across India, Dubai and Sri Lanka?
Yes. The CRM is fully web-based and works anywhere. It's built for lead teams across India, Dubai (UAE) and Sri Lanka, with region-friendly fields and multi-currency-ready pipelines.
Do I need to install anything?
No installation required. The CRM runs entirely in your browser at app.optimizedleads.in. Log in from any device and your pipeline, team and analytics are ready to go.
Explore lead categories
The CRM is built for every lead type we deliver.
Related resources
Everything you need to get started with OptimizedLeads.