01The 4-step system
- Capture: every enquiry becomes a contact in your CRM, whatever the source.
- Tag the source so you know which channel brings real customers.
- Assign an owner and a next step within the hour.
- Review daily: no lead without a next task.
02Source by source
- WhatsApp: save the number to the CRM with a note of the conversation.
- Instagram DMs: add the handle and what they asked about.
- IndiaMART: export leads from your IndiaMART lead manager and import the CSV into your CRM.
- Calls and walk-ins: log them as a call or meeting on the contact.
03Speed beats everything
Leads contacted within minutes convert far better than those contacted the next day. A single queue with owners makes fast replies possible.
04Doing it in SuperForge
Import CSVs from any portal, add a lead source, set a task, and see every open lead in one pipeline. Duplicate contacts are flagged by the Data Forge.
05Questions
Can I import IndiaMART leads into a CRM?
Yes. Export your leads as a spreadsheet from IndiaMART and import the CSV into your CRM.
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