CRM & sales

Add a lead

CRM & Sales → Leads → New lead. A name plus a phone or email is enough.

• Type the phone any way you like — it is saved in international form, e.g. +91 98470 12345.
• If the person already exists as a lead or customer, HashBook shows them first so you don’t create a copy. You can open the match or create anyway (it’s flagged).

Each lead gets a number like LEAD-0001.

Move a lead along

Open Sales pipeline and drag the card to the next column: New → Contacted → Interested → … → Won.

• Dropping on Lost asks why. The reasons appear in reports.
• Won = new customer. The lead becomes a customer (CUS-0001) with the person as the main contact.

Customers and contacts

One customer company can have many contacts, each with a role per service — for example Divya — technical contact for SEO. Add them on the customer page.

Follow-ups

Set Next follow-up on a lead. The Follow-ups page shows Overdue, Today and Upcoming. Click Done, pick the next date, and you’re set. Calls, meetings and notes go on the lead’s timeline.

Who sees which leads

• A Sales Executive sees only their own leads.
• Managers see their team or branch.
• The Super Admin sees everything and can change this per person. See Users, roles & permissions.

Leads from your website

Lead sources → Connect form gives you an address and a secret key.

1. Hand both to your website developer (a code sample is shown), or paste them into Zapier / Make.
2. The key is shown once — if you lose it, click New key.
3. Turn on round-robin to share new website leads between salespeople automatically.

Leads from Facebook & Instagram, Google Ads, IndiaMART and WhatsApp are set up under Integrations & automation.

Import from another CRM

1. Export a CSV from Zoho, HubSpot, Salesforce, Pipedrive, IndiaMART or any other CRM.
2. Import leads → choose the file.
3. Check the column matching, then click Check file — nothing is saved yet.
4. Click Import.

Made a mistake? Undo import removes exactly the leads that file created.

CRM reports

Pick a period to see leads by stage, by source, by salesperson, lost reasons and conversion rate. More reports are in the Reports centre.