Lead Management &
Automation Platform
Bulk lead upload, WhatsApp & email automation, team assignment, and performance tracking — full-width experience, orange & black aesthetic.
Everything you need to grow faster
Modern toolkit for high-performance sales teams
Manual Lead Entry
Quickly add leads with name, phone, email and source details.
Quick addBulk Lead Upload
Upload CSV/Excel files with 10,000+ leads in one click.
CSV / ExcelWhatsApp Automation
Templates & bulk messaging with personalization.
{name} variablesEmail Campaigns
Bulk email with open & click tracking.
AnalyticsAssign to Team
Distribute leads with deadlines & priority.
Task managementPerformance Tracking
Admin dashboard to monitor team results.
Real-timeDedicated panels for Admin & Team
Role-based access with complete control
Admin Portal
- Full dashboard & analytics
- Manage team members
- Assign & reassign leads
- Performance reports
- Bulk upload & templates
Team Portal
- Personal dashboard
- View assigned leads
- Update status (Contacted/Proposal/Won)
- Send using templates
- Follow-up reminders
Bulk Upload
Drag & drop or click to upload
Supports .csv, .xlsx | Up to 10,000 leads
Manual Entry
Message Templates Library
Create once, reuse everywhere with personalization
WhatsApp Templates
"Hi {name}, Thanks for your interest. Our team will reach out soon."
"Hello {name}, Special offer just for you! Reply YES to know more."
Email Templates
"Subject: Welcome to Credexon
Dear {name}, Thank you for connecting..."
"Subject: 20% off for you 🎉
Hi {name}, Get special discount on annual plan."
Bulk WhatsApp
Bulk Email
Team Performance
Real-time insights for admin
Individual Stats
Assign to Team
Auto Reminders
Daily 9 AM reminder
WhatsApp & Email alerts
Escalation to admin
Ready to streamline your leads?
Join 500+ businesses already growing with Credexon CRM