Givni IT Solutions provides lead management software in Patna, Bihar, that helps sales teams handle every enquiry from first contact to closed deal. Leads are assigned to the right person, follow-ups are scheduled and reminded, and managers can see the whole sales pipeline at a glance.
Using lead management software streamlines your sales process. Your team tracks, manages and nurtures leads in one place instead of notebooks, spreadsheets and scattered WhatsApp chats. The software can work alongside existing CRM systems, giving a complete view of the pipeline, better use of your sales team's time and fewer missed opportunities. As a local provider, we tailor the setup to the way businesses in Patna and Bihar actually sell, and support your team in person when needed.
Everything Givni delivers to help your business grow with the right technology.
Captures and scores leads based on criteria you define, so your sales team can prioritise high-quality leads.
Integrates with existing CRM tools for a unified data flow, keeping information consistent and accurate across platforms.
Automates repetitive tasks such as follow-ups and reminders, freeing up your team's time for selling.
Provides detailed insights into lead performance and sales activities, with customisable reports to track KPIs.
Supports communication through calls, email, SMS and WhatsApp, helping your team engage leads on time.
Create lead capture forms for different campaigns, improving lead quality by collecting the right information upfront.
The best fit depends on your sales process, team size and integrations. Givni IT Solutions sets up and customises lead management software for businesses in Patna and across Bihar, with demos, training and support from our Khajpura office.
Cost depends on the number of users, modules, custom workflows, integrations and whether you need hosting and support. Contact Givni for a free demo and a quote based on your requirements.
Givni has built business software since 2016 and has delivered 500+ projects. Our in-house team can adapt the software to your pipeline and connect it to your website, ads and existing tools.
Contact Givni or call +91 98359 42411. We understand how your team handles leads today, show a demo and plan pipeline stages, users and assignment rules with you.
It gives every lead an owner, a stage and a next action. Your team gets reminders to follow up, records call outcomes and notes, and managers see which leads are pending, overdue, won or lost.
Leads can be assigned in rotation, by source, product, branch or location, or manually by a manager. Rules can also reassign leads that are not contacted within a set time.
Yes. Each follow-up gets a date and time, and executives see today's and overdue follow-ups on their dashboard and mobile. Message templates for WhatsApp, SMS or email can speed up routine follow-ups.
Yes. Stages such as new, contacted, interested, demo or visit, negotiation, won and lost can be renamed or added to match your sales process, and reasons for lost leads can be recorded.
Lead tracking captures leads from your sources and records where each came from. Lead management covers what your team does next: assignment, follow-ups and pipeline progress. The two work well together.
General lead management works for any business that sells through follow-ups. Builders and brokers who also need project inventory, site visits and booking tracking may be better served by a dedicated real estate CRM.
Contact Givni IT Solutions for a free consultation, demo and quote.
Unassigned leads are the ones nobody calls. Assignment rules make sure each new enquiry has a clear owner within minutes, not at the next morning meeting.
Share new leads evenly across executives, so workload is balanced and nobody picks only the easy ones.
Send leads by product, course, branch, city or language, so a Kolkata enquiry reaches your Kolkata team and a specialist gets the right product lead.
The assigned executive gets a notification with the lead's name, number and requirement, ready to call from mobile.
If a lead is not contacted within the time you set, it can be flagged to a manager or reassigned automatically.
Most sales are won in the follow-up, not the first call. The software makes the next step impossible to forget.
A coaching institute might use enquiry, counselling, demo class, fee discussion and admitted. A B2B supplier might use enquiry, quotation sent, negotiation and order received.
See how many leads sit in each stage, where leads get stuck, and how conversion from one stage to the next changes month to month.
Recording why leads are lost, such as price, timing, location or competitor, shows what to fix in your offer, sales pitch or marketing.
We usually start with a simple pipeline your team can adopt in the first week, then add stages, rules and reports once everyone is using it daily. Software only helps when it is used, so we keep the first version easy and train your executives and managers at our Khajpura office or online.
Lead management covers follow-up, assignment and pipeline. These related tools and services handle the other parts of the journey.
To automatically capture leads from ads, forms and calls and know which source each came from, add lead tracking software.
Builders and brokers can use real estate CRM software with inventory, site visits and bookings built in.
For customer service, invoices and after-sales records as well as sales, see custom CRM software development.
If your pipeline needs more leads, our lead generation services run campaigns and deliver enquiries for you.