Leads Desk Live

Leads Desk is a powerful mobile app built for agents and sales professionals to manage leads, customers, and financial enquiries — all from one place. Whether you work in loans, insurance, mutual funds, or used car sales, Leads Desk helps you stay organized, follow up faster, and close more deals. KEY FEATURES Lead & Customer Management Add and manage customer profiles with name, phone, and email Quickly find existing customers by phone number View complete customer history in one place Enquiry Tracking Create enquiries for loans, insurance, mutual funds, SIP, and used car services Track enquiry status: Pending, Work in Progress, Converted, and Rejected Add notes and updates to keep every lead moving forward Smart Dashboard See your customer and enquiry stats at a glance Filter customers by status to prioritize follow-ups Stay on top of active, pending, and converted leads Notifications Get updates when enquiry status or notes change Never miss an important follow-up Secure & Easy to Use Simple login and registration for agents OTP-based password reset for account recovery Clean, modern interface designed for daily use WHO IS IT FOR? Leads Desk is built for: Loan agents and financial advisors Insurance sales professionals Mutual fund and SIP consultants Used car sales and purchase agents Field sales teams managing customer pipelines WHY LEADS DESK? Managing leads on paper, spreadsheets, or scattered messages slows you down. Leads Desk gives you a dedicated mobile workspace to capture enquiries instantly, track progress in real time, and build stronger customer relationships. LEADS • TRUST • REWARDS Download Leads Desk today and take control of your leads, customers, and conversions — wherever you work. Support: [email protected]