LeadOS

A CRM for Indian businesses: every enquiry followed up, quoted with GST and won.

Leads from your website, IndiaMART, JustDial, Facebook or a spreadsheet land in one place, without duplicates, and go to the right salesperson in turn. Your team calls and WhatsApps in one tap, plans every follow-up, moves deals across a pipeline board and sends GST quotations the customer can accept from a link. It runs on your own server, so your customer list never leaves it.

For sales teams of 2 to 50 people in Indian businesses that sell to other businesses: industrial supplies, services, distribution, manufacturing.

See it work · 2:20

No sound — the captions explain each step

An enquiry from the website form becomes a lead assigned to a rep with a call task; the rep sends a WhatsApp template and logs the call with the next follow-up; the manager drags a deal on the pipeline board; the customer accepts a GST quotation on their phone; then the reports.

The LeadOS dashboard for a sales manager: new leads, open pipeline, won this month, follow-ups due, overdue and upcoming follow-ups and the newest leads

A lead on a phone in LeadOS: one-tap call and WhatsApp, and logging a call with its outcome

The LeadOS pipeline board: deals in each stage with value, owner, expected close date and next follow-up

A GST quotation in LeadOS on the business's letterhead, with HSN/SAC on every line and the tax split

Captured from the demo company, with sample data, November 2026.

What it does

Leads in: Add by hand, import a CSV with column matching and a preview, a web enquiry form for your website (link, iframe or plain HTML), and a JSON API with your own key for IndiaMART, JustDial, Facebook lead forms (through Zapier, Make or Pabbly) or your website's backend. IndiaMART's and Facebook's field names are understood as they are.
No duplicates: The same phone (typed any way) or email is flagged when adding, skipped on import, and a repeat enquiry from the form or API goes on the first lead's timeline. A Duplicates view merges leads with their whole history.
Assignment: Round-robin among the reps who take leads, source rules (for example all exhibition leads to one person), or by hand from an Unassigned list; bulk assign; a first-call task for every web and API lead.
Follow-up: One-tap call and WhatsApp click-to-chat with saved templates that fill in the name, company and rep (your own WhatsApp, no API fees). Log calls with outcomes, meetings, notes and emails, and plan the next follow-up in the same step. Overdue, today and upcoming on every dashboard and on My tasks, with snooze.
Pipeline: Your own stages with win probability; a board you drag deals across on a desktop, with a Move to menu on phones; a filtered list view; open and weighted pipeline; won and lost with reasons; reopen a closed deal.
Contacts and companies: Every person and company with GSTIN and a single timeline of calls, meetings, notes, WhatsApp messages, quotations and stage changes across all their deals.
GST quotations: Line items with HSN/SAC, CGST and SGST or IGST from the place of supply (set from the customer's GSTIN), line and overall discounts before GST, round-off, amount in words, your terms and bank details, printed on your letterhead in A4. Share a private link on WhatsApp: the customer accepts or declines from their phone, and acceptance marks the deal won.
Reports: Funnel by stage, conversion by source, rep performance with follow-up compliance, won revenue by month and lost reasons, with charts; rep performance as CSV.
Team: Owner, Admin, Sales manager (their team) and Sales rep (only their own records), checked on the server for every page and action. An audit log of who did what, when and from where.
Security: Bank details encrypted with AES-256-GCM · your lead API key stored only as a hash · passwords hashed with bcrypt · role checks on the server for every page and action · login lockout after repeated failures · security headers · an audit log of sign-ins, changes and exports · optional encrypted backups · 20 automated security tests.

Tested: 55 automated tests on the GST, quotation, duplicate, assignment and import rules (10 of them security), and 29 end-to-end tests (10 of them security) covering the main flows and every page for every role on desktop and phone.

You get

A licence key in your business's name
The ready-to-run app as a Docker package, with a written installation guide
12 months of updates and fixes
Daily backup script with 30-day retention, optional encryption and restore steps
Email support for installation and use during the update period

Not included

Source code
A server — you need a Linux server or VPS (or add our installation)
Sending WhatsApp messages automatically — LeadOS opens your own WhatsApp with the message ready; it does not use the paid WhatsApp Business API
Accounts with IndiaMART, JustDial, Facebook or Zapier/Make/Pabbly — you connect your own, using the API address and key LeadOS gives you
Changes to how it works — quoted separately as an ordinary build

Runs on

A Linux server with Docker and Docker Compose
1 GB RAM and 5 GB of disk
A domain with HTTPS, so customers can open quotation links and your website's form can send enquiries

Next.jsPostgreSQLDocker

Questions buyers ask

+Does it work with IndiaMART and JustDial?

Any tool that can send a lead to a web address as JSON can feed LeadOS: directly, if your plan offers a lead push or webhook, or through a connector such as Zapier, Make or Pabbly. LeadOS gives you the address and a key, and reads IndiaMART's lead field names (SENDER_NAME, SENDER_MOBILE, QUERY_MESSAGE and so on) without mapping. Leads are assigned in turn, and a repeat enquiry from the same buyer is added to the existing lead instead of creating a new one.

+Does it send WhatsApp messages by itself?

No. One tap opens your own WhatsApp (phone or WhatsApp Web) with a saved message filled in, so there are no API fees or approvals; LeadOS logs that the message was sent.

+Can a salesperson see other people's leads?

No. A sales rep sees only their own leads, deals, tasks and quotations; a sales manager sees their team; the owner and admins see everything. It is checked on the server, not just hidden.

+Can I bring my existing leads?

Yes. Import a CSV from Excel, Google Sheets or your old CRM: LeadOS matches the columns, shows you every row before saving and skips duplicates.

+What happens after 12 months?

It keeps working, forever. The 12 months is for updates and support; renewing them is optional.

How buying works

Four steps, no call, nothing hidden.

01
Order at the listed price
Fill in the order form: the name the licence should carry, an email, and whether you want installation.
02
Pay by UPI or bank transfer
Within one working day we email the payment details and the exact amount. No call, no quote.
03
Get your licence and package
Within one working day of payment: the licence key, the Docker package and the installation guide, by email.
04
Run it on your own server
Install it yourself with the guide — it is a few Docker commands — or add our installation and we do it for you.

Before you pay

The terms, stated up front.

The price on the listing is the price

No quote, no call, no negotiation. What is included and what is not is written on the listing.

It runs on your own server

Your server, your domain, your data. It checks its licence offline and never phones home to us.

Changes are an ordinary build

The listing says whether source is included. If it needs to do something it does not do, we quote that separately — or tell you if buying was the wrong call.

7 days to change your mind

A full refund within 7 days of purchase if the licence key has not been activated. The full terms are on the refund policy page.

Full terms: refund policy.

LeadOS · ₹24,999

One-time licence · one business · unlimited users · 12 months of updates

Buy LeadOS