Leads & automation

Get leads from IndiaMART, Facebook, Google Sheets and more, distribute them round-robin and track every stage.

Lead sources

Leads can come into Dialmio automatically from:

• IndiaMART enquiries
• Facebook / Instagram Lead Ads
• Google Sheets
• Website forms
• Excel / CSV import
• API — from any software (see Developer API)

Any caller who is not yet a lead can be added with the Add button on the call-log entry.

Round-robin distribution

New leads can be shared automatically among your team one by one, so every caller gets a fair share. Assigned leads show in each caller's Assigned tab.

Lead statuses & fields

Use lead statuses (for example New, Interested, Follow-up, Won, Lost) to track each stage, and custom lead fields to store anything your business needs. Leads you close without a sale can be moved to Lost Lead.

Paid clients & renewals

When a lead buys, mark them as a paid client. The Clients tab keeps your paying customers, their products/packages and renewal dates.

Excluded numbers

Add personal numbers (family, friends) to All Tools → Excluded numbers. Their calls are never uploaded and never become leads.