KroLead CRM Sales & Marketing

KroLead is an Android CRM for small businesses and sales teams. Keep customer leads, call notes, pipeline stages and follow-up reminders together, so your team knows who to contact and what to do next. For telecalling teams and field sales, keep each customer conversation linked to a clear next action. LEAD MANAGEMENT Organize inquiries in one place. Save customer details, add notes, track each lead through your sales pipeline and keep the next action with the customer record. Use custom stages to match the way your business sells. For example, keep a new inquiry, a quote request and a customer awaiting a decision in different stages. Record what each customer needs, who owns the conversation and when to contact them again. SALES CALLS AND FOLLOW-UPS Review the previous conversation before calling. Record the outcome, update the lead stage and schedule the next follow-up. See planned and overdue actions when reviewing your sales day. Begin the day by checking due follow-ups. After a call, save the customer's questions and the agreed next step while the details are fresh. If the customer needs more time, agree another date and update the record. Optional CallPilot brings caller context and post-call actions closer to your calling workflow. Call-related features depend on supported Android devices and the relevant permissions. The core CRM can be used without enabling CallPilot. WHATSAPP OUTREACH Use WhatsApp message templates alongside your lead records. Review the customer context and your message before sending, then record the agreed next step and plan your follow-up. A brochure request, price question or callback request can become a clear action against the lead. Message templates support outreach; they do not imply automatic WhatsApp chat imports or a WhatsApp Business API connection. WORK BETWEEN CONNECTIONS Work with local lead records, notes and pipeline information when mobile data is unavailable. Set up your workspace and sync the records you need while online. Reconnect for cloud synchronization. Phone calls and SMS depend on carrier service. FIELD SALES AND CUSTOMER VISITS Review the customer record before a meeting. After the visit, add the requirements, questions and decisions to your notes. Schedule the next call or quote follow-up so the conversation is ready to continue. Prepare the records you need before traveling through areas with unreliable mobile data. OWNER AND EMPLOYEE WORKFLOWS Keep lead ownership and follow-up responsibilities clear across your organization. Owners and employees work with their assigned access in the same organization workspace. Start with a small set of active leads, agree your sales stages and practice the daily follow-up routine before rolling it out across your team. AI SALES BRIEFS Use customer notes and interaction history to prepare a sales brief and suggested outreach. Generating a new cloud AI brief requires an internet connection and AI credits. Previously saved briefs can be reviewed without generating them again. RELATIONSHIP CARE Keep check-ins for closed won and closed lost leads separate from active sales work. Plan a future conversation with a customer without confusing it with today's active opportunities. MOVE FROM SPREADSHEETS KroLead supports CSV import and export. Keep a backup of your existing lead list, check duplicate phone numbers and confirm the supported CSV format before importing. Test a small sample first and review customer notes, stages and ownership before moving the rest. GETTING STARTED KroLead uses managed organization onboarding and paid seat access. Installing the app does not automatically create an organization workspace or provide a free CRM plan. Contact KroLead to confirm setup, current plans, taxes and terms for your team. Learn more: https://www.krolead.com/ Support and organization setup: https://www.krolead.com/support.html