Lead Management

    You're getting leads. The problem is what happens after.

    An IndiaMart inquiry comes in at 2pm Friday. The rep pastes it in the group chat. By Monday morning, it's buried under 40 other messages. Nobody called. The client booked with someone else over the weekend.

    3Sigma captures every lead the moment it arrives, assigns it to one person, tracks every interaction, and makes sure the follow-up happens — whether you're watching or not.

    What Actually Happens to Your Leads Right Now

    Most businesses don't lose leads because the leads were bad. They lose them because of what happens — or doesn't happen — in the 24 hours after the lead comes in.

    Without a Lead Management System

    Day 1, 11am

    Inquiry comes in from 99acres. Manager screenshots it and sends to the sales group. The message sits between memes and meeting reminders.

    Day 1, 3pm

    Rep sees the message, calls the client. Client doesn't pick up. Rep moves on to his next call. No note made anywhere.

    Day 2

    New leads came in. The Day 1 inquiry is now 15 messages up in the chat. Nobody has followed up. The rep assumed it was dead.

    Day 5

    Manager asks about the lead in the monthly Excel sheet update. Rep updates status to 'Not Interested' — the only column available that fits 'I don't know what happened to it.'

    Month end

    100 leads came in. Excel shows 20 closed, 40 'Not Interested', 40 blank. The 40 blanks are the ones nobody followed up. Nobody knows which ones they were.

    Result: A portion of your paid leads never got a proper follow-up. You'll never know exactly which ones, because the data doesn't exist.

    With 3Sigma

    Day 1, 11am

    Inquiry captured from 99acres automatically. Added to 3Sigma with lead name, number, source, and requirement. Assigned to Priya based on assignment rules.

    Day 1, 11:03am

    Priya gets a notification. She opens the lead, taps to call. Call is logged automatically — time, duration, and she adds a note: 'No answer. Will try tomorrow morning.'

    Day 2, 10am

    3Sigma sends Priya a follow-up reminder. She calls, client picks up, is interested in a 2BHK. Priya updates the stage to 'Site Visit Scheduled.'

    Day 2 onwards

    Lead is in the pipeline. Manager can see it in real time: current stage, last call date, next follow-up, conversation notes. No update call needed.

    Month end

    Every lead has a full history. Manager sees source breakdown, conversion by rep, average response time. Which leads closed and exactly why the others didn't.

    Result: Every lead is tracked from the moment it arrives to the moment it closes or is properly disqualified. Nothing falls through because nothing is invisible.

    Every Source, One Place

    The bigger problem isn't managing leads — it's that they come from 6 different places and end up in 4 different WhatsApp groups and 2 Excel files. 3Sigma pulls all of them into one pipeline automatically.

    🏭

    IndiaMart

    Inquiries auto-imported as leads the moment they arrive

    📘

    Facebook Lead Ads

    Form submissions added directly to 3Sigma without copy-paste

    🌐

    Website Forms

    Contact and demo forms connected via integration

    📞

    JustDial

    JustDial leads captured and assigned automatically

    💬

    WhatsApp Inquiries

    Track inbound WhatsApp chats as leads with full conversation history

    🏠

    99acres / MagicBricks

    Real estate portal inquiries captured and assigned to agents

    🔍

    Google Ads

    Leads from Google search campaigns with source tagged automatically

    📊

    CSV / Excel Import

    Upload existing lead lists in bulk without manual re-entry

    All leads tagged with their source. You'll always know which channel a lead came from and which channels are converting.

    Set up guides: IndiaMart integration · Facebook Lead Ads · JustDial

    Your Sales Pipeline, Set Up for Your Business

    Every business has a different sales process. A real estate agent has a different pipeline than a loan DSA, who has a different pipeline than a software company. 3Sigma lets you define the stages that match your actual process.

    🏠

    Real Estate

    1
    New Inquiry
    2
    Site Visit Scheduled
    3
    Site Visit Done
    4
    Negotiation
    5
    Token Paid
    6
    Deal Closed
    🎓

    Education / Coaching

    1
    Inquiry Received
    2
    Counselling Call Done
    3
    Demo Class Attended
    4
    Fee Discussion
    5
    Admission Confirmed
    6
    Joined
    🏭

    B2B / Manufacturing

    1
    New Inquiry
    2
    Requirement Discussed
    3
    Sample Sent
    4
    Quote Shared
    5
    Negotiation
    6
    PO Received
    These are examples. You define the stage names in 3Sigma. They don't need to match any template — they should match how your team actually sells. See Pipeline Management →

    Why Follow-ups Get Missed — and What 3Sigma Does About It

    A rep calls a client. Client says "call me Thursday." Rep mentally notes it. Thursday comes — 12 other things happen. The client doesn't hear from anyone and books elsewhere. This is not a rep motivation problem. It's a system problem. See how 3Sigma's follow-up system works →

    Follow-up scheduled from the call screen

    After every call or interaction, the rep sets the next follow-up date and time before they close the lead. It takes 10 seconds. 3Sigma will remind them.

    Reminder fires on the rep's phone

    At the scheduled time, the rep gets a notification with the lead name, number, and the note they left last time. One tap to call.

    Overdue follow-ups are visible to managers

    If a follow-up was due yesterday and hasn't happened, it shows up in the manager's overdue list. The manager can reassign or check in.

    No lead is silently abandoned

    A lead can't just sit idle. Either someone is actively following up, or it's flagged as overdue, or it's been marked with a final outcome. Every lead has a status.

    What a rep sees when a follow-up reminder fires

    Rajesh Mehra

    99acres Lead · Interested in 3BHK

    Follow-up due

    Last note (3 days ago):

    "Liked the Wakad project. Asked for price sheet. Said to call Thursday after 5pm."

    Source: 99acres · Added: 4 days ago

    Stage: Site Visit Scheduled · Rep: Priya

    All context is right there. Rep doesn't have to remember anything.

    Know Which Lead Source Is Actually Worth the Money

    Most businesses spending on IndiaMart, Facebook ads, and 99acres have no idea which one is giving the best return. They either cut all of them or keep all of them. 3Sigma's source tracking tells you the truth.

    Volume is not the same as quality

    Facebook might give 50 leads a month. IndiaMart gives 20. But if IndiaMart leads convert at 4x the rate, you're looking at this wrong. 3Sigma shows conversion rate per source, not just lead count.

    See which reps handle which sources best

    Rahul closes IndiaMart leads well. Sneha is better with website inquiries. 3Sigma's data lets you route leads to the reps who convert that source best.

    Response time by source

    If Facebook leads are being called 6 hours after arrival and IndiaMart within 20 minutes, that's a problem — or an insight. The data is there to see.

    Month-on-month source comparison

    IndiaMart quality dropped this quarter. Facebook leads improved after you changed the ad. You only know this if you're tracking source performance over time.

    Example: Lead source breakdown (this month)

    IndiaMart
    24 leads
    33%
    Facebook Ads
    61 leads
    15%
    99acres
    18 leads
    28%
    Website Form
    11 leads
    36%
    JustDial
    31 leads
    10%

    JustDial: highest volume. Website: highest conversion rate. Full breakdowns in Reporting & Analytics →

    Lead Management Features in 3Sigma

    Built for how Indian sales teams actually work — mobile, WhatsApp-first, fast.

    📥

    Automatic Lead Capture

    IndiaMart, Facebook Lead Ads, website forms, 99acres, JustDial — every source feeds directly into 3Sigma without copy-paste or manual entry.

    🎯

    Auto-Assignment

    Set rules once. Leads are assigned to reps automatically based on round robin, territory, product type, or availability. No group chat posting required.

    📱

    Mobile-First Design

    Call directly from the app. Log calls automatically. Send WhatsApp messages from the lead screen. Everything your rep needs is one tap away from the field.

    Follow-up Reminders

    Every follow-up gets a scheduled reminder. When it fires, the rep sees the lead context, last note, and one-tap call and WhatsApp buttons.

    📊

    Pipeline View

    See all leads by stage. How many in 'Interested', how many in 'Quoted', how many in 'Negotiation'. Drag leads across stages from any device.

    📈

    Source and Rep Reporting

    Which lead source converts best? Which rep closes the most? Response time by rep, conversion by source. Monthly and weekly breakdown available.

    What Teams Say After Switching to 3Sigma

    🏭

    "We were getting 60–70 IndiaMart leads a month and barely converting any of them. Turns out our reps were calling 30–40% of them — the rest were buried in WhatsApp or Excel rows that nobody touched. Once every lead had a clear owner and a follow-up reminder, the leads we were already paying for started closing."

    Deepak Verma

    Director, Manufacturing Company, Ludhiana

    🎓

    "I had a team of 6 counsellors taking admission inquiries. My problem wasn't the number of inquiries — it was that I had no idea what happened after the first call. 3Sigma showed me which counsellors were following up and which ones weren't. That visibility alone changed the team's behaviour."

    Sunita Sharma

    Director, Coaching Institute, Jaipur

    🏠

    "Running three real estate projects at once means leads from different sources for different projects. Before 3Sigma, it was three Excel sheets, three WhatsApp groups, total chaos. Now it's one app. My site visit scheduling improved because reps stopped missing follow-ups with clients who were already interested."

    Anil Desai

    Sales Head, Real Estate Developer, Pune

    Start Managing Leads the Right Way

    Book a 20-minute demo. We'll show you how lead capture, assignment, and follow-up tracking works for a business like yours — from the first inquiry to the closed deal.

    Every Lead Source, One Place
    IndiaMart, Facebook, website, 99acres — all captured automatically
    Automatic Follow-up Reminders
    No lead goes cold because someone forgot to call
    Full Pipeline Visibility
    Manager and rep see the same pipeline, updated in real time

    Free 7-day trial. No credit card. Works on any Android or iOS device.

    See How Lead Management Works for Your Industry

    The pipeline stages and follow-up workflows are different for each industry. See how 3Sigma is set up for yours:

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