What is lead management software?
Lead management software captures enquiries from every source into one place and helps your team follow each lead until it converts. LeadVexo pulls in leads from websites, webhooks, Meta Lead Ads and CSV imports, organises them in a kanban, table or list pipeline, and assigns owners, tasks and reminders so no lead goes cold.
Capture leads from everywhere you advertise
- Website forms
- Webhooks & Zapier
- Meta Lead Ads
- Excel / CSV import
- Manual entry
Features
Capture. Organise. Act. Control.
Everything your team needs to turn a raw enquiry into a closed deal.
Capture
Get every lead into one place, automatically.
Lead intake webhooks
A unique, secret-protected URL per source for websites, Zapier or any tool.
Meta Lead Ads
Facebook and Instagram Instant Form leads created in real time.
Bulk import
Map Excel or CSV columns, test, then import — duplicates by phone are skipped.
Organise
See your whole pipeline the way you work.
Kanban, table & list views
Drag leads across stages or scan them in a dense table.
Custom pipelines & fields
Define your own stages, sources, currency and custom fields.
Lead temperature
Mark leads hot, warm or cold and filter to what matters today.
Act
Make sure the next step always happens.
Tasks & reminders
Due dates linked to leads so follow-ups never slip.
Lead 360 timeline
Calls, chats, notes, tasks and projects on one record.
Real-time updates
New leads and messages appear live for the whole team.
Control
Scale your team without losing visibility.
Roles & permissions
A custom permission matrix — see all leads or only assigned ones.
Audit logs
Know who changed what, and when.
Projects per lead
Track multiple deals or projects under a single lead.
Your way of working
One Pipeline, Every View
Filters live in the URL, so any view can be bookmarked or shared with a teammate. Deleted a lead by mistake? Undo it in one click.
Kanban board
Drag-and-drop stages for a visual pipeline.
Table
Sort, filter and bulk-edit like a spreadsheet.
Dense list
Scan hundreds of leads quickly.
Instant search
Cmd + K to jump to any lead.
Beyond a pipeline
Leads That Engage Themselves
Add AI Calling and WhatsApp to your lead management and let new leads be contacted the moment they arrive.
FAQ
Lead Management — FAQs
Lead management software captures leads from all your sources, organises them in a pipeline, and helps your team follow up at the right time until each lead is won or lost. LeadVexo adds AI calling and WhatsApp on top, so leads are also engaged automatically.
You can create webhook URLs for your website, landing pages, Zapier or any tool that can send JSON, capture Meta (Facebook and Instagram) Lead Ads, import Excel or CSV files, and add leads manually.
Yes. Each organisation sets its own pipeline stages, lead sources, custom fields and even what a “Lead” or “Project” is called inside the app.
During Excel or CSV import you map columns, run a test, and then queue the import. Leads are de-duplicated on phone number so the same person is not added twice.
Yes. Roles use a custom permission matrix, and you can decide whether a user sees all leads or only those assigned to them. Audit logs record important changes.
Yes. You can start with the free plan to set up your workspace and pipeline, and upgrade when your team grows. See the pricing page for details.
Put every lead in one pipeline today
Set up your stages, connect a lead source and see your first lead arrive in minutes.