What is Lead Management?
Lead management is the structured process of capturing, organizing, tracking, nurturing, and converting leads. It ensures no potential customer slips through the cracks, and every inquiry receives the right engagement at the right time.
CRM for organizing leads
Follow-up reminders
Contact and group management
Meta leads integration
Analytics and reporting
Automated communication
Lead Management Features Breakdown
CRM: The Heart of Lead Management
| Feature | Description | What It Helps You Understand / Benefits |
|---|---|---|
| ⭐ Opportunity Management | Tracks each lead’s stage—from new inquiry → negotiation → conversion | 🔍 What the lead is interested in ⚡ Their readiness level 💰 Potential value ➡️ Next step required |
| 📊 Pipeline Management | Visual pipelines showing lead stages like New, Contacted, Qualified, Follow-Up, Interested, Converted | 📈 Predict future revenue 🔧 Identify bottlenecks 📌 Improve sales planning |
| 📥 Bulk Import | Import thousands of contacts at once through CSV/Excel files | 🚫 No duplication 🧼 Clean, structured data ⚡ Fast onboarding for new campaigns |
Follow-Up Management: Never Miss a Lead Again
Follow-up is the biggest reason businesses lose leads. A lead may be warm today and cold tomorrow—and without reminders, opportunities disappear quickly.
| Feature | Description | Benefits |
|---|---|---|
| 📋 All Tasks | A central dashboard listing every task — calls, emails, WhatsApp messages, meetings. | 🗂 Complete visibility 🔄 No missed activities |
| 📅 Due Today | Shows tasks that must be completed today to keep your team on track. | ⏰ Timely follow-ups 🎯 Improved productivity |
| 🔮 Upcoming | Displays future scheduled follow-ups for better planning. | 🗓 Better preparation 📌 Predictable workflow |
| ⚠️ Overdue Tasks | Tasks that were missed or not completed on time. | 🚫 No customer is ignored 🤝 Strengthens relationships |
| ✅ Completed Tasks | Tracks all finished activities for accountability. | 📈 Performance tracking 🔍 Activity monitoring |
Contacts Management
Your contact database is the backbone of your lead management system. Every lead includes essential information like:
- NAME
- PHONE NUMBER
- EMAIL ADDRESS
Contact Groups:
| Category | Meaning / Use Case | Benefit |
|---|---|---|
| 🎯 Interests | Group contacts by what they want or what topics they engage with. | 📌 Highly relevant messaging |
| 🏭 Industry | Categorize leads based on their business sector. | 🧩 Industry-specific communication |
| 💰 Budget | Segment based on spending capacity. | 🎯 Better offer alignment |
| 🌍 Location | Organize contacts by city, state, or country. | 📍 Hyper-local targeting |
| ⭐ Lead Quality | Separate hot, warm, and cold leads. | 🚀 Higher conversion rates |
| 📢 Campaign Source | Group leads based on where they came from—ads, website, social media, etc. | 🔎 Better performance tracking |
Meta Leads Integration
Meta leads sync automatically from Facebook Ads, Instagram Ads, and Lead Forms.
⚡ Faster Lead Capture
↓
📝 Zero Manual Entry
↓
🤖 Automated Nurturing
↓
📩 Immediate Follow-Up
(via WhatsApp or Email)
↓
🚀 Higher Conversion Rates
What is Lead Automation?
Lead automation is the process of using technology to automatically send messages, trigger workflows, run campaigns, handle follow-ups, and segment leads without human involvement.
Automation handles repetitive tasks like messaging, follow-ups, and segmentation without manual effort. This allows teams to focus on high-value activities such as closing deals and building relationships.
Automated systems ensure every lead receives the right message at the right time without mistakes. This eliminates missed follow-ups, incorrect data entry, and inconsistent communication.
Automation continues to work even when your team is offline, ensuring leads are always nurtured. This creates a constant engagement cycle that keeps prospects warm and responsive.
By responding instantly and following structured workflows, automation increases engagement and trust. Faster, more consistent communication keeps leads moving toward the sale.
With standardized processes and automated workflows, businesses can forecast lead behavior more accurately. This results in a steady, repeatable sales pipeline that drives long-term growth.
Lead Automation Features Breakdown
Email Automation
Ready-made and customizable templates for:
Welcome emails
Lead nurturing sequences
Promotions
Follow-ups
Event reminders
Templates save time and ensure consistent branding.
WhatsApp Automation
Connect multiple WhatsApp numbers for campaigns, support, or sales teams.
Pre-approved templates for:
• 👋 Greetings
• 🔐 OTP
• ⏰ Reminders
• 🎁 Offers
• 🔄 Follow-ups
Send individual messages instantly to any contact.
Track message performance:
• 📬 Delivered
• 👁️ Read
• ❌ Failed
• 💬 Chat interactions
Workflows
| Automation Name | Allow Re-Entry | Total Contacts | Completed | Status History | Actions |
|---|---|---|---|---|---|
|
Identify each workflow |
Control whether contacts can enter the workflow again |
Number of leads currently in the workflow |
Leads who finished all automation steps |
Tracks changes and logs |
Actions like send email, send WhatsApp, update lead stage, tag a contact, etc. |
WABA (WhatsApp Business API) Automation
WABA is the official WhatsApp solution designed for businesses to automate messages at scale.
Bulk Campaigns
Launchera’s Bulk Campaigns feature allows businesses to send large-volume messages across multiple channels—WhatsApp, Email, SMS, and IVR—directly from one unified dashboard. Designed for service providers, agencies, coaches, and SMBs, it ensures mass communication happens effortlessly, accurately, and fully automated.
Launchera allows you to reach thousands of leads or customers with a single click.
Perfect for:
Promotional campaigns
Service updates
Event announcements
Launch offers
Important reminders
Follow-up broadcasts
Instead of messaging people manually, you can automate everything from one screen.
Bulk Campaigns work directly with Launchera’s contact groups, tags, and filters.
This allows you to create precise audience lists based on:
Service interest
Location
Previous interactions
Pipeline stage
Budget range
Source (Ads, Instagram, Website, WhatsApp, etc.)
Better targeting = higher engagement + lower message wastage.
Every campaign can trigger automation workflows such as:
Add tags
Update pipeline stage
Create follow-up tasks
Send delayed messages
Activate nurturing sequences
This turns Bulk Campaigns into a full follow-up engine, not just a one-time blast
Launchera lets you schedule bulk messages for:
A specific date/time
After lead sign-up
After booking
Before appointments
During promotions
This ensures your message reaches your audience when they’re most active.
Every campaign includes:
Delivery status
Open rate
Click-through stats (if using short links)
Failed attempts
Audience insights
This helps you measure performance and optimize future campaigns.
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Bulk campaigns are excellent for warming up leads who haven’t responded recently.
Examples:
“Still interested?” campaigns
“Limited-time discount” reminders
“We noticed you viewed our page” messages
Win-back sequences
These campaigns help revive leads that would otherwise go cold.
Service providers can run automated campaigns such as:
Appointment reminders
Missed-session follow-ups
Consultation promotions
Review requests
This reduces no-shows and increases booking confidence.
Launching a bulk campaign takes less than 2 minutes:
1️⃣ Select audience
2️⃣ Choose message template
3️⃣ Pick delivery channel
4️⃣ Add schedule
5️⃣ Launch
Even non-technical users can manage large-scale campaigns effortlessly.
SMS Automation
SMS campaigns allow you to send quick updates, reminders, OTP, and alerts.
SMS Includes:
SMS Configuration
Set up your SMS gateway to send automated messages through workflows or campaigns.
IVR (Interactive Voice Response)
IVR works seamlessly with Launchera’s CRM, pipelines, automation engine, and lead-management system to create a complete communication workflow for service businesses, agencies, consultants, and local businesses.
Key Uses of IVR in Launchera are :
Instant Lead Response Without Manual Calling
Every incoming lead call is automatically answered with a professional IVR greeting.
This helps you:
Eliminate missed calls
Capture important lead information
Improve first response time
Make your business look more professional
A fast response dramatically increases your conversion rate.
Smart Call Routing to the Right Team Member
Launchera’s IVR can route calls based on:
Service type
Department (sales/support/accounts)
Agent availability
Location or language preference
This ensures the lead reaches the correct person instantly, reducing delays and confusion.
Automatic Lead Capture & CRM Sync
Whenever someone interacts with your IVR:
Caller name (if available)
Phone number
Call outcome
Call duration
IVR option chosen
…are automatically saved into the Launchera CRM pipeline.
No manual entry. No data loss.
Every call becomes a trackable lead.
Automated Follow-Ups (Calls, SMS, WhatsApp, Email)
Based on how the lead responds inside the IVR, Launchera triggers automated workflows:
If they choose “Request a callback” → A task is created
If they choose “Book a meeting” → Calendar link is sent
If they choose “Pricing info” → WhatsApp message is sent
If they abandon the call → Follow-up SMS or email is sent
This keeps the lead warm and increases booking rates.
Pre-Qualification Before Sales Team Involvement
The IVR can ask simple questions such as:
“What service are you looking for?”
“What is your budget range?”
“When do you need the service?”
Based on the response, Launchera tags the lead automatically:
High-intent
Low-intent
Not interested
Wrong number
This saves your team hours of manual filtering.
24/7 Customer Support Without Human Staff
Even when your team sleeps, IVR keeps working:
Routes calls
Captures information
Sends replies
Helps leads schedule meetings
Shares pricing or service details
Your business operates 24/7, increasing opportunities.
Outbound IVR Campaigns for Follow-Ups & Reminders
Launchera supports outbound IVR workflows for:
Payment reminders
Appointment reminders
Follow-up calls
Renewal alerts
Event reminders
Service updates
This keeps clients engaged without manual calling.
Integration with Workflows, Automations & Analytics
IVR syncs with:
✔ Pipelines
✔ Automation workflows
✔ SMS
✔ WhatsApp
✔ Email
✔ Tasks & reminders
✔ Reporting dashboard
You get a complete 360° view of each lead’s call journey.