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Product tour

Follow one lead from click to closed

Every screen below is the real product. This is what happens between someone filling in your form and your finance team recognising the revenue.

atomcrm.ai

Dashboard

Last 30 days
New leads
184
+12%
Conversion
18.4%
+2.1%
Connect rate
61%
−4%
Revenue
₹24.1L
+18%
Leads createddaily
Connect rate fell to 52% for the Pune desk
Against a typical 63% across the last 8 comparable Tuesdays — 3.1× the usual variation.
The journey

Six minutes, six steps

Minute 0

The lead arrives — from wherever it came from

A Meta Lead Ad, a website form, a landing page, a phone call to your tracked number, or a CSV your marketing agency sent. All of it becomes one structured lead with its true source attached, and a duplicate check runs before anyone is told about it.

  • Meta & Google Lead Ads
  • Webhook and REST capture
  • On-site conversion pixel
  • Inbound call capture
  • CSV import with mapping
  • Duplicate detection and merge
Minute 0

It is assigned before anyone has read it

Distribution rules decide the owner from source, product, territory, working hours and current load — with a daily cap so your best performer is not buried and a fallback so nothing sits unowned overnight.

  • Round-robin and weighted
  • Territory and product rules
  • Working-hours awareness
  • Per-agent daily caps
  • Fallback owner
  • Assignment history per lead
Minute 1

The owner knows immediately

A real-time notification, the lead at the top of their queue, and an SLA timer counting. If the first response deadline passes untouched, the breach is recorded and their manager sees it — not next month, at the time.

  • Real-time in-app notification
  • Email and WhatsApp alerts
  • First-response SLA timer
  • Breach recording and escalation
Minute 2

They call from the browser

One click dials. Before it connects, the AI brief says who this is, where they came from, what they asked for and the single best next action. The call is logged with its duration and outcome automatically.

  • Click-to-call
  • AI call-prep brief
  • Automatic call logging
  • Disposition codes
  • Recording playback
  • Notes on the timeline
Day 2

The follow-up actually happens

A callback is booked on the call and appears in the agent’s queue at the right time. A WhatsApp template goes out with the quote. Neither depends on anyone remembering — and a missed callback surfaces rather than evaporating.

  • Callback queue by due time
  • WhatsApp templates with receipts
  • Task and reminder engine
  • Missed follow-up escalation
  • Appointment booking
  • Full conversation thread
Month end

You can prove what worked

Conversion by source and campaign, with real cost per conversion because ad spend is ingested. Per-agent connect rate, talk time and follow-up adherence. A forecast that shows its own error rate. And an alert the morning a number moves for a reason worth knowing about.

  • Source and campaign ROI
  • Telecaller scorecards
  • Funnel and cohort analysis
  • Forecasting with error bands
  • Anomaly alerts
  • Scheduled report delivery

Try it on your own leads

Import a thousand of them, set one routing rule, and watch what happens on Monday.