Sell
Lead management: one list, no lost enquiry
Every enquiry from ads, portals, calls, WhatsApp and walk-ins lands in one place with an owner, a stage and a next step. Your team stops hunting through sheets and chats.
1 list
for every source
Custom fields
text, date, dropdown, number
Auto dedupe
on phone and email
What is lead management?
Lead management is the practice of capturing every enquiry, deciding who owns it, and moving it through clear stages until it becomes a customer or is closed with a reason. In Gandiv each lead is a single record that holds the contact, source, stage, owner, call history, WhatsApp chats and notes, so anyone opening it sees the full story in seconds.
Benefits
Nothing slips away
Leads from ads, portals, forms and calls enter one list the moment they arrive, each with an owner and a due follow-up.
Stages that match your sale
Build your own pipeline, such as New, Contacted, Site visit, Negotiation, Won, with a mandatory reason when a lead is lost.
Full history on one screen
Calls, recordings, WhatsApp messages, notes and tasks sit on the lead, so a handover never starts from zero.
Fields for your business
Add budget, BHK, course, loan amount or vehicle model as fields, with required rules and role-based visibility.
Clean data by default
Duplicate phone numbers are caught on entry, and two records can be merged without losing notes or call logs.
Find anything fast
Filter by stage, source, owner, city, date or any custom field, save the view, and share it with your team.
In detail
Board vs list
Switch between list and pipeline board
Managers like a dense list with filters and bulk actions. Callers like a drag-and-drop board that shows where every enquiry stands. Gandiv gives both on the same data, so changing a stage in one view updates the other instantly.
- Table with saved filters
- Drag-and-drop stage board
- Bulk assign, tag and export
Table with saved filters
Drag-and-drop stage board
Bulk assign, tag and export
Custom fields
Capture the details your sale needs
A property team needs budget and location, a college needs course and guardian name, a lender needs loan amount. Add text, number, date, dropdown and multi-select fields, mark them required at a stage, and control who can see or edit them.
- Required at chosen stages
- Role-based field visibility
- Usable in filters and reports
Required at chosen stages
Role-based field visibility
Usable in filters and reports
Dedupe and merge
One person, one record
The same buyer often enquires through IndiaMART, then a Facebook ad, then a call. Gandiv matches on phone and email, flags the duplicate, and lets you merge the records while keeping every note, task and recording attached to the survivor.
- Match on phone and email
- Merge keeps full history
- Rules for source priority
Match on phone and email
Merge keeps full history
Rules for source priority
Lead timeline
The whole story, newest first
Open a lead and see every call with its recording, WhatsApp message, stage change, note and task in one timeline. A new agent picking up a lead after leave can read the history in a minute and call with context.
- Calls and recordings inline
- Stage and owner changes logged
- Notes with @mentions
Calls and recordings inline
Stage and owner changes logged
Notes with @mentions
How it works
- 1
Bring leads in
Connect ad forms and portals, import a sheet, or add leads by hand and from the call screen.
- 2
Set stages and fields
Pick an industry template or build your pipeline and the custom fields your team fills.
- 3
Work the list
Owners call, chat and update stages while managers watch the pipeline and the gaps.
Frequently asked questions
Can I import my existing leads from Excel?
Yes. Upload a CSV or XLSX, map columns to fields, choose how to treat duplicates, and the leads are created with the owner and stage you set. You can also sync a Google Sheet.
How many custom fields can I add?
Plans differ on limits, and the pricing page lists the current numbers. Field types include text, number, date, dropdown, multi-select and yes/no.
Can different teams have different pipelines?
Yes. You can keep separate pipelines for, say, sales and renewals, each with its own stages and required fields.
What happens to a lead I mark as lost?
It leaves the active list but stays searchable with the lost reason you chose. You can reactivate it later or include it in a win-back campaign.
Can agents see only their own leads?
Yes. Roles control visibility by owner, team, branch or source, so an agent can be limited to assigned leads while managers see the whole pipeline.
See Gandiv on your own leads
Start free, or book a short demo and we will set it up with your pipeline.