Lead Management

Every enquiry, worked to a yes.

Leads come in from WhatsApp and your other chat channels, from Meta and LinkedIn ad forms, from spreadsheets or straight from your team. Each lands on a pipeline board with its source attached and moves through qualification until it becomes a deal, with nothing forgotten in a notebook.

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Capture from chats, ad forms, imports or by hand
Source, campaign and ad tracked on every lead
Follow-up owner, date and status
One step from lead to deal and client

What is Lead Management in Flowyana?

Flowyana Leads is lead management software for small and mid-sized businesses that get enquiries from many places: WhatsApp, Instagram, ad forms, the website, the phone. Every enquiry becomes a lead on a pipeline board, with its source, an owner and a follow-up date, until it converts into a deal and a client or is closed as the wrong fit.

When leads live in a notebook, a WhatsApp chat and three salespeople’s heads, the good ones go cold quietly. Nobody knows which ad produced the enquiry or whether anyone called back.

Flowyana puts all of them in one place and makes the next step visible. Because leads sit inside the CRM, on the same platform as quotations and invoices, a lead that buys becomes a client you invoice, not a name you copy into another system.

What it does

Lead Management, in practice.

A front door for demand

Every enquiry becomes a lead: from a WhatsApp or website chat, an ad form, a spreadsheet, a call or a visit.

Sources you can trust

Leads carry where they came from, and ad-form leads also carry the campaign and ad, so you learn which channels produce business.

Boards, not lists

Qualification happens on a pipeline board: drag a lead forward and the stage is its position.

Follow-ups with an owner

A follow-up date and time, owner, status and notes on every lead, so “I’ll call them Tuesday” survives until Tuesday.

Tasks on the lead

Attach tasks with due dates to the lead; the owner is reminded before the deadline.

Hot or cold at a glance

Score and temperature on each lead help the team work the best ones first.

Conversion without retyping

A qualified lead becomes a deal, a client and a contact in one step, matched to existing records and carrying its history.

Shared out in turn

Leads from Meta and LinkedIn lead forms can go to one person or rotate across a list of salespeople.

How you get it

Leads ship inside CRM: every CRM plan has lead boards, follow-ups and conversion. Capture from Meta and LinkedIn lead forms is included from CRM Growth, and chat-to-lead needs a plan with the omnichannel inbox. ERP Business includes CRM and lead-form capture too.

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How it works

Lead Management, step by step.

1
Capture
Leads arrive from chats, ad forms and imports, or your team adds them. Each records its source.
2
Assign and follow up
Give each lead an owner and a follow-up date. Ad-form leads can be shared out in turn automatically.
3
Qualify on the board
Move leads across stages as you learn more, with score, temperature, notes and tasks on the lead.
4
Convert or close
Convert a qualified lead into a deal, a client and a contact, or close it if it isn’t a fit.

In depth

A closer look.

Lead capture from every channel

Leads reach Flowyana five ways. Your team adds them by hand. A spreadsheet import brings in an existing list. A conversation in the shared inbox (WhatsApp, Instagram, Messenger, Telegram, email or website chat) becomes a lead in one step. A reply to a WhatsApp broadcast creates a lead by itself. And leads from Meta Lead Ads and LinkedIn Lead Gen forms arrive without anyone exporting a file.

Manual entry and spreadsheet import
Chat to lead from the omnichannel inbox
Broadcast replies within 30 days become leads
Meta Lead Ads and LinkedIn Lead Gen forms

Lead sources and campaign tracking

Every lead records its source, and leads from a chat take it from the channel automatically. Leads from ad forms also carry the campaign and the ad they came from, along with campaign tracking fields. Over a few months that answers the question every owner asks: which channel and which ad actually bring paying customers, not just enquiries. Sources are a list you can edit, so walk-ins, referrals and exhibitions can be tracked too.

Source on every lead, set automatically from chats
Campaign and ad on ad-form leads
Leads report and an open-leads dashboard tile

Follow-up and qualification

Each lead holds a follow-up date and time, a follow-up owner and status, notes, the date of last contact, a score and a temperature. Tasks attach to the lead with due dates and reminders before the deadline. Comments with @mentions pull a colleague in, and the activity timeline shows who did what. Qualification is the board itself: stages you define, with leads dragged forward as they firm up.

Follow-up owner, date, time and status
Task deadline reminders
Comments, notes, files and activity timeline

Conversion into deals and clients

A qualified lead converts into a deal, a client and a contact in one step. Flowyana looks for an existing client before making a new one, so a returning customer doesn’t become a duplicate. The lead’s history travels with it, and the client is the same record your sales team quotes and invoices. From there the deal follows the CRM pipeline to a quotation, an order and an invoice, all without retyping the customer’s details.

One step from lead to deal, client and contact
Matched to existing clients
History carried forward

Automatic lead assignment for ad forms

For each Meta or LinkedIn connection, choose how new leads are given out: leave them unassigned for a manager to triage, always give them to one person, or rotate across a list of salespeople so everyone gets a fair share. Leads from chats and imports are assigned by whoever creates them. Whoever owns a lead sees it on their board straight away, with the follow-up date that tells them when to act.

Unassigned, one fixed person, or in turn
Set per ad-form connection

Who it’s for

Businesses that run on Lead Management.

Real estate agencies

Ad-form leads shared out in turn across agents, each with a follow-up date.

Training and education

Course enquiries from LinkedIn and Meta forms tracked by campaign.

Trading companies

WhatsApp price requests turned into leads and then quotations.

Clinics and salons

Replies to a seasonal WhatsApp offer collected as leads for the front desk.

Agencies and consultancies

Website-chat enquiries qualified on a board before a proposal goes out.

Car and equipment rental

Enquiries from every channel in one list, so none waits until tomorrow.

Questions

Asked about lead management.

Is lead management a separate purchase?

No. Leads ship inside CRM. Every CRM plan has lead boards, follow-ups and conversion to deals; capture from Meta and LinkedIn lead forms comes from Growth, and chats become leads where the plan includes the omnichannel inbox.

Where do leads come from?

From your team, from a spreadsheet import, from WhatsApp, Instagram, Messenger, Telegram, email or website-chat conversations, from replies to WhatsApp broadcasts, and from Meta Lead Ads and LinkedIn Lead Gen forms.

Can I capture leads from Facebook and Instagram ads?

Yes. Leads submitted through Meta Lead Ads forms arrive in Flowyana by themselves, with the campaign and ad recorded. LinkedIn Lead Gen forms work the same way.

Can leads be assigned automatically?

For Meta and LinkedIn lead forms, yes: choose no one, one fixed person, or a rotation across several people. Leads created by hand or from a chat are assigned by the person creating them.

Does it stop duplicate leads?

When a lead is created from a chat, Flowyana looks for an existing client or contact and links to it. Repeat submissions of the same ad-form lead are ignored rather than added twice.

What happens when a lead is won?

It converts into a deal and, when the business is real, a client and contact: the same client record your quotations and invoices use. The history travels with it.

Can I import my existing leads?

Yes, from a spreadsheet. Map your columns to Flowyana’s fields, import, and get a file back of any rows that need fixing.

Is it suitable for lead management in the UAE and Saudi Arabia?

Yes. Flowyana is built for GCC teams that take most enquiries on WhatsApp and Instagram, with each user working in English or Arabic, and lead sources and fields you can rename to suit your business.

Can website visitors become leads?

Yes, through website live chat: a visitor’s chat becomes a lead in one step, with Website as the source and the campaign that brought them visible in the chat. A hosted enquiry form for your website is not offered today.

Can I see which lead source brings the most business?

Every lead keeps its source, ad-form leads keep their campaign and ad, and the leads report and dashboard tiles show your pipeline. Because won leads become clients and invoices on the same platform, the path from source to revenue stays traceable.

One platform

Plays well with the rest.

Lead Management shares its records with every other module you switch on — no connectors, no re-typing.

CRM Omnichannel Inbox Sales & Invoicing Tasks Automation All features →

Put Lead Management to work.

Tell us what your business runs. We’ll show you this module live — on its own or alongside the rest — and recommend the plan that fits.

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WhatsApp +91 97460 84243 Call +91 97460 84243 hello@flowyana.com