Bridge CRM

Leads from an ad lose value fastest in their first hour, which is often the hour they spend unread in a spreadsheet. In Bridge CRM, each new lead appears the moment it arrives, whether from Facebook ads, website forms or Indian portals like JustDial and IndiaMART. Rules then pass it to a salesperson, by turns or by city, project or source.

Each lead gets a next step and a time, so agents start the day with a list of callbacks and the manager sees overdue ones before they go cold. Calls can be started from the lead through Indian telephony services, and WhatsApp templates and call outcomes are logged on the same record. Agents see only their own leads, while managers see the whole team.

A reporting view sets Meta's ad figures next to what happened to each lead, up to the cost per sale. The CRM also tells Meta which leads became customers, so the ads can look for more people like them.

Bridgy, the built-in assistant, answers typed or spoken questions about the day's priorities and changes nothing until the user agrees. The site says data is backed up every day. Access starts after a demo call, when the team sets up the account and helps connect the lead sources.