Lead management software is a tool that collects every enquiry, gives it an owner and tracks it to a sale or a clear no. Telodial does this for teams that sell by phone, from the live sheet import to the call, the follow-up and the paid client.
Every lead keeps one history, from the source it came from to the sale it became, so you can see which channel is worth paying for.
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Lead management software is a system for capturing incoming leads, assigning them to salespeople, and recording each lead's progress until it is won or lost.
Telodial adds the phone to that list: each lead is dialled, followed up and turned into a paid client from the same app.
Telodial is lead management software built for teams that sell by phone. Linked Google Sheets and REST API sources are checked in the background on a schedule, a custom webhook can feed leads in as well, and each new row is mapped to built-in and custom fields (with a country chosen per source) and dealt round robin into a caller's pending queue. A rejected row is not silently lost: the import names the reason beside it. One-off lists come as Excel, CSV or JSON, or as a file shared straight from WhatsApp or mail, and a number that repeats is discarded rather than imported twice. Each lead then keeps one history of calls, WhatsApp, remarks, reminders and status changes, with source tags such as Facebook, Google, Referral or Walk-in. Since the 14 October 2026 update, lead filters combine status, tag, product, list and custom fields, and bulk edit adds or removes tags on many leads at once. A won lead becomes a paid client in one tap.
A form filled at 9 am that nobody downloads until lunch has usually heard from two other businesses first.
Live sources import new rows on a schedule, and each lands in a caller's queue without anyone opening a spreadsheet.
When every lead belongs to everyone, the easy numbers get two calls and the awkward ones get none.
Round robin gives each lead exactly one caller, and the Done tab shows how each worked lead was completed.
Without a source tag that survives to the sale, budgets go to whichever channel produced the loudest story last month.
The source stays on the lead through every status, so a combined filter of source and status shows which channel actually converts.
Link the Google Sheet your forms or agency fill, a REST API, or a webhook from your website. Facebook and Instagram lead forms, Google Ads forms and portal exports can all reach a sheet.
New rows are dealt round robin into each caller's pending queue as they import, so ownership is settled before anyone looks at the list.
The caller rings straight from the queue and closes each call with two taps on the outcome sheet; the callback it creates remains open until someone presses Mark done.
A won lead becomes a paid client in one tap, with paid and due amounts and renewal reminders; a lost one moves to the lost-leads list for a later win-back call.
Most of a lead's value sits in its first hour. These features shorten that hour, then keep a clean record once the conversation has started.
| Feature | What it does | Best for |
|---|---|---|
| Live Google Sheet | Imports new rows in the background on a schedule | Facebook, Instagram and Google Ads lead forms |
| REST API or webhook | Takes leads posted by a website or another system | Businesses with their own web forms |
| Excel, CSV or JSON import | Brings in a file once, with the columns mapped | Expo lists and old enquiry registers |
| IndiaMART and JustDial tags | Marks leads bought from Indian marketplaces by source | Traders in India buying portal leads |
| Round robin | Deals each new row into the next caller's queue | Teams of interchangeable callers |
| Paid client conversion | Turns a won lead into a client with paid and due amounts | Businesses with renewals or repeat sales |
From the Telodial feature list of 14 October 2026.
Consider Priya, the sales manager at a home renovation firm in Toronto, whose website form and a Facebook campaign fill a Google Sheet with about 60 enquiries a day. Her four callers used to receive that sheet twice a day, split by hand.
With the sheet connected as a live source, new rows import on a schedule and go round robin to the four callers, about 15 each a day, spread across the hours instead of arriving in two lumps at 11 am and 3 pm.
After a month Priya filters leads by source and status and finds that a smaller referral channel books more home visits than the Facebook campaign. The numbers here are an illustration; your own split will differ.
A worked illustration with round numbers, not a customer record.
A business with five enquiries a week and one person calling them can run on a notebook and a phone. Telodial manages leads for teams that sell by phone and WhatsApp; if your process is email sequences, web chat and a field pipeline with quotes and approvals, a broader marketing and sales suite will serve you better. Assignment is round robin per source, so look elsewhere if you need routing by product, language or skill.
Works with the rest of Telodial
Guides on this topic
How fast to call Facebook leads, by Telodial: within minutes, why hours lose the lead, where the handover delay hides, and how to get under fifteen.
ReadGoogle Sheets leads to CRM by Telodial: connect the sheet once, map the columns, tag the source, and each new row reaches one caller's phone.
ReadIndiaMART lead follow up by Telodial: qualify in two questions, send the quote while talking, then call back on dated days until the buyer decides.
ReadIf your enquiries are won or lost on the phone, the best lead management software for a small business is Telodial, since each lead is received, handed to one caller and dialled inside a single app. Businesses that nurture mainly through email newsletters are better served by a marketing tool.
Telodial is a lead management software and telecalling CRM that imports enquiries from live sources, deals each to one caller round robin, and keeps every call and follow-up on that lead's history.
Pricing is by seat, not by lead. A seat costs ₹176 a month when you pay for the year ($31 a year in other countries) or ₹297 a month on quarterly billing, with tax added. Five callers on the yearly plan therefore come to ₹880 a month, ₹10,560 in total for the year, however many enquiries arrive.
The one your team will actually keep updated. For phone-led sales, that means the lead record opens with the call and closes with a quick outcome; for email-led sales, it means tight inbox integration. Choose by where your conversations happen, not by the length of a feature list.
Software that keeps every call, message and status change on the lead itself, so nobody has to rebuild a history from memory. Look for a status history, the source on each lead and filters that combine several fields, then test it on a week of real enquiries.
In Telodial, any system able to add rows to a Google Sheet, serve leads over a REST API, or send them to a custom webhook: ad forms, your own site, lead portals and in-house tools. A one-time list arrives as an Excel, CSV or JSON file instead.
Yes. Source tags stay on the lead through every status, and lead filters combine source with status, tag, product and custom fields, so you can count the leads from each source that reached your won stage.
Telodial does. Both portals have ready-made source tags, alongside channel tags such as Facebook, Instagram, Google, your website, WhatsApp, referrals and walk-ins, plus any custom tag you create. Portal leads arrive as an export file or through a sheet.
Free plans exist, usually capped on users, contacts or automation, and they suit a single person trying the idea out. Telodial has no free tier: it charges per user, and a new account gets three days with the whole product unlocked before any payment, with no card details needed.
As fast as the source is checked. Live sheets and APIs are read in the background on a schedule, and each new row is assigned round robin as it imports, so a morning form reaches a caller's queue that morning, not after somebody downloads a file.
They are skipped and listed with the exact reason. You can also inspect a source's valid and invalid rows as lead cards and remove any test data before the callers see it.
No. Telodial is priced per user who signs in, never per enquiry or per import, so a busy month of leads does not change the bill.
An enquiry form is rarely sent to one business alone. Buyers fill in three or four at once and then wait to see who rings first, and that first caller usually sets the terms of the conversation. The minutes before a first call therefore say more about likely conversion than most things a team can change.
Slow first calls are almost never a policy. They are the sum of hand-offs: the form lands in a sheet, the sheet waits to be downloaded, a manager divides it, and a caller finally sees it mid-afternoon. No single step looks slow, yet the total runs to hours. Taking steps out beats telling people to hurry.
Telodial removes those hand-offs by making the source live and the assignment automatic: a new row is imported, dealt round robin and waiting in a caller's queue without anyone touching it. The finer detail of assignment, from pending queues to the Done tab and transfers, is covered on the lead distribution page.
Give the team a phone that keeps the record
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