Leads Desk

Leads Desk is a powerful mobile app built for agents and sales professionals to manage leads, customers, and financial enquiries — all from one place.

Whether you work in loans, insurance, mutual funds, or used car sales, Leads Desk helps you stay organized, follow up faster, and close more deals.

KEY FEATURES

Lead & Customer Management

Add and manage customer profiles with name, phone, and email
Quickly find existing customers by phone number
View complete customer history in one place
Enquiry Tracking

Create enquiries for loans, insurance, mutual funds, SIP, and used car services
Track enquiry status: Pending, Work in Progress, Converted, and Rejected
Add notes and updates to keep every lead moving forward
Smart Dashboard

See your customer and enquiry stats at a glance
Filter customers by status to prioritize follow-ups
Stay on top of active, pending, and converted leads
Notifications

Get updates when enquiry status or notes change
Never miss an important follow-up
Secure & Easy to Use

Simple login and registration for agents
OTP-based password reset for account recovery
Clean, modern interface designed for daily use
WHO IS IT FOR?

Leads Desk is built for:

Loan agents and financial advisors
Insurance sales professionals
Mutual fund and SIP consultants
Used car sales and purchase agents
Field sales teams managing customer pipelines
WHY LEADS DESK?

Managing leads on paper, spreadsheets, or scattered messages slows you down. Leads Desk gives you a dedicated mobile workspace to capture enquiries instantly, track progress in real time, and build stronger customer relationships.

LEADS • TRUST • REWARDS

Download Leads Desk today and take control of your leads, customers, and conversions — wherever you work.

Support: info@koinossolutions.in