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Lead Management Software for Small Businesses

Dead Simple Lead Management System for Small Teams

More Efficient than Excel | Simpler than Enterprise Software

Lead Management System
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Loved by 100k+ kickass sales reps across India

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Say goodbye to missed opportunities and hello to more revenue!

Capture leads from all your sources, track their progress, and nurture them to success - all in one place.
Lead Management System
Convert more leads, faster with our 3-step system
Easy to capture leads
Capture Leads Like a BossReduce turnaround time and automatically capture leads faster than a speeding bullet - from any source!
Nurture Leads
Nurture Leads to SuccessSegment, assign, and communicate with leads over WhatsApp and Email. Keep track and set auto-reminders
Drive Closure to Your Leads
Drive ClosureEnsure timely follow-ups at every stage of the lead. Create and track quotations in one click to close more deals faster and boost revenue

Lead Management Has Never Been This Easier

Stop paying for 5 different software when you can do it all in one on Refrens ABC!
Capture Leads on Autopilot - Lead Management System
Lead Capture on Autopilot
Sit back and relax while we handle the lead capture for you. Just embed our web forms on your website or share them as a link, and let the leads automatically pour into your LMS.
Centralized Communication - Lead Management Software
Say Hello to Centralized Communication
No more scouring multiple apps and inboxes for that one important message - keep all your communication organized and accessible in one place. It's like having a personal communication assistant (but without the judgmental looks).
Automate Reminders
Don't Sweat the Follow-Ups
Forget the stress of remembering to follow up - Refrens has automated reminders that take the pressure off. Consider us your personal follow-up fairy godmother.
All in one Lead Management Software
Lead Management Made a Breeze
Manage your leads, communicate, send quotations & invoices, and collect payments - all in one place. It's like having 5 different software at your fingertips, without the headache.

See why our customers trust us before you do

Instead of using multiple tools to manage leads and communication, Refrens helps me do it all in one place.
AniketOwner, Spaceplexx, Coworking Space
Refrens has exceeded my expectations in terms of ease of use and affordability.
RubitaFreelance Developer
Shivansh testimonial for Shopify developer
I thought Excel was fine enough for me until I tried Refrens - It has completely won me over!
Shivansh TulsyanCEO, Binny Textiles
Refrens has made juggling multiple leads a breeze with easy segmentation and centralized communication.
LinkeeFreelancer, Content Writer
After switching to Refrens, I no longer need to pay for 4 different software to manage leads, communication, accounting, and payments.
AnjaniFounder, Brown Mocha

Streamline Your Sales Process with Refrens Lead Management Software

Capture Leads
Capture LeadsCapture & add leads easily across all channels including your own business profile on Refrens
Lead Capture Form
Lead Capture FormA fully customisable form that can be embedded into your website to capture leads directly. Coming soon!
Add Custom Fields
Add Custom FieldsCapture more than just emails and phone numbers with unlimited Custom Fields for all your pipelines
Multiple Sales Pipelines
Multiple Sales PipelinesManage sales pipelines for different products and services. Move leads easily within pipelines
Manage Unlimited Stages
Manage Unlimited StagesCustomize lead stages according to different pipelines and manage them to never miss out on a follow-up
Add Label to Leads
Label Every LeadLabel and tag every lead by source, personas, business type and more for 1-click filters and reports
Send WhatsApp and Email
Send Emails/WhatsAppSend & manage all communication to your leads via Email, chat or WhatsApp from within Refrens
Insights and Reports
Intelligent Insights & ReportsActionable turnaround time insights & weighted pipeline report to calculate sales & revenue probability
Multiple Team Members
Multiple Team MembersAdd multiple team members, assign leads to sales reps and control their access levels
Automate Follow-upsMake your leads travel faster down the pipeline with personalized messaging and follow-ups
Add Internal Leads
Leave Internal NotesCapture every relevant interaction and add relevant context for your team with private internal notes
Send Quotations and Invoices
Send Quotations/InvoicesWith our Refrens accounting and inventory suite, drive conversions and revenue faster and easier

The smartest investors in the room are backing our vision.

People who understand money, match-making and all things Internet.
Vijay Shekar Sharma
Vijay Shekhar SharmaFounder, Paytm
Anupam Mittal
Anupam MittalFounder,
Kunal Shah founder of CRED
Kunal ShahFounder, CRED
Founders of AngelList, DailyNinja,, Park+ and many more.

Lead Management System for Small Businesses and Agencies

What is lead management system?

Lead management is on an entirely different level than it used to be, from manual lead distribution to now using tools that do far more - including customer segmentation, lead assignment, lead mapping, and automation of many tasks that used to have to be done manually. And for better!

Lead management is a process of systematically:

  • Identifying potential customers and tracking them in an inventory system so that you can follow up with them when they are ready to buy.

  • Qualifying leads by determining their interest level in your product or service, their financial status and ability to purchase, and the type of business they work for.

  • Segmenting leads into groups based on common characteristics to target each group with specific marketing messages and offers.

  • Using lead-scoring systems to identify how interested a prospect is to prioritize the low-lying fruits.

By using these processes in conjunction with marketing and sales tools such as email campaigns, direct mail pieces and social media advertisements, businesses can identify which types of marketing efforts work best and focus their resources accordingly.

A lead-management software also helps businesses track their sales efforts so that they can determine which marketing activities bring in the most revenue. To know more about lead management and its process you can click on the link here.

Lead Management Software Process

The lead management process is a critical part of any successful marketing or sales operation. It is the process of identifying, nurturing, and converting leads into customers.

There are a number of steps involved here - from generating leads through marketing activities to qualifying and converting leads into sales.

Step 1: To evaluate & understand leads

At the very beginning, it is important to spend some time analyzing raw leads. Doing this ensures that only the high-quality ones are passed on to sales.

The leads that you get through any marketing efforts are those that have gained awareness of what you have to offer. At this stage, you have just gained some traction. These leads are far from being sales-ready!

Because most times this is spurred on by interest specifically related to pain points that they experience, more times it isn’t so much that as it is mere curiosity at some material your brand has pushed out. This stage is where you do a lot of filtering to draw them down.

Step 2: Generate collective intelligence on what is SQL

Here the collective intelligence has to be between the marketing and sales teams on what makes a sales-qualified lead (SQL). Many times, marketing and sales teams have two completely different definitions of what accounts for a qualified lead.

A SQL is someone who demonstrates a predetermined “fit” and buying readiness based on demographic- name, number, email; and behavioral attributes - form fills, landing page visits, and so on.

Step 3: Score/bucket your leads

Within your LMS, you’ll rely on buckets to determine success. Without these predefined buckets, it becomes pretty difficult to analyze hundreds or thousands of leads. To enable seamless lead funnel management and also capture lead lifecycle in a common language that everyone understands, buckets are a way to go!


  • Raw - Unfiltered, undifferentiated, and unqualified contacts.

  • Inquiry - You have captured interest but this inquiry might/might not make a purchase.

  • Engagement - The lead is now warm and has shown signs of strong interest at multiple points.

  • Ready For Sales - The lead has shown enough interest to be marketing qualified and has filled out a “Contact Us” form.

  • Accepted By Sales - Sales has accepted the lead from Marketing and agrees to review it.

  • Qualified By Sales - A lead is recognized by sales as viable.

  • Opportunity - This is a lead with a revenue opportunity.

  • Rejected Lead - This lead is non-targeted. It does not have a scope to be a potential customer.

  • Recycled Lead - The lead does not meet sales criteria and is sent back to marketing for re-work.

  • Converted - The lead has made a purchase in a tangible or intangible way.

Step 4: Nurture/Interact

Nurturing, when done well, helps you engage with prospects and potential buyers. The POV here is to not convert but to engage and move the lead.

  • Hot leads are presented with relevant content via email, mobile, web, and social channels.

  • Warm leads are encouraged to re-engage and ideally become hot.

  • Cold or unengaged leads can be sent content they may find interesting, which could bring them toward the warm stage.

Step 5: Route the lead

Lead routing is the process by which we assign system-qualified leads to the right salesperson (by geography, product sales and so on). Automating lead routing ensures that the prospect is followed up in a timely manner by the right person.

The value here is that the sales team receives high-quality leads, giving a fair opportunity for higher conversion rates and improving first-call quality.

Marketing teams can further nurture leads that sales will want to follow up on with relevant content and experiences, which should lead to higher conversion rates from SRL to Opportunity.

The interdependency between teams increases the efficiency of both of them, given the routing happens smoothly.

Challenges without Lead Management Software

Lead management is the backbone of any business. Without it, the whole essence can fall like a domino. Here we have mentioned a few intuitive challenges that can directly affect the growth of an enterprise.

Challenge #1: Non-efficient lead tracking

Without proper identification of the source of the lead and which part of the sales funnel it falls into, taking necessary steps to close the lead becomes easier.

Challenge #2: Messy lead nurturing

Lead nurturing is a crucial step in building customer relationships. Without it, there is no loyalty or attachment.

Challenge #3: No filter, no acquisition

Assigning tags to leads is not just an SOP but a mandate for purchase. The action plan for each bucket should be predefined as per the bucket.

Challenge #4: Less automation, Less Productivity

Imagine handling hundreds of leads manually injecting from multiple sources like social, websites, and offline without any automated emails and notifications. The outcome in terms of productivity and qualifying them for sales becomes challenging.

Challenge #5: No real-time accountability

Most LMS will assign a lead to the assignee. This aids in accountability along every step of the sales process. This also helps build intelligence as to which part of the territory generates maximum revenues.

Challenge #6: Haphazard team coordination

Haphazard team coordination: Most teams thrive on processes and systems. The coordination becomes impossible verbally. Having no system in place can result in a tsunami within groups. Better to prevent than fix.

Benefits of Lead Management Software

Lead generation marketing plays an important tool in expanding and promoting your business. There are various reasons why lead generation is so important. We’ll list a few for you:

  • It is the lead generation process that eventually turns a potential lead into an existing customer for any brand, thus increasing sales.

  • In addition to that, the lead generation process lets you know exactly who your customers are, and what their preferences are. And your customers learn how your brand can provide solutions to their queries.

  • Furthermore, including an efficient lead generation process is important because it ensures a hassle-free experience for both the potential customer with their query and for the brand providing the solution to the query.

Difference between a Lead Management System & CRM

It has been seen that most people get confused between LMS & CRM. The purpose of both is very different though.

Customer relationship management (CRM) is to help businesses organize relationships and interactions with potential and current customers. It uses data and creates intelligence to build better customer relationships.

Lead management software creates a process to capture leads, track engagement and convert them into potential buyers.

How can Refrens help you drive more sales through our Lead Management System?

Refrens can help you drive more sales through our lead management system. In addition, our ancillary services, like profile features, and accounting tools, are built as a catalyst for business opportunities.

From generation, analysis, and segregation, you can now find sales success through Refrens’ Lead Management System.

So what are you waiting for?

Convert your leads into happy customers!