TheLeadCRM Reviews & Product Details

TheLeadCRM is a cloud CRM built for training institutes, coaching centres and teams that live on enquiries. It pulls leads from website forms, hosted enquiry forms and Facebook and Instagram lead ads into one pipeline, with stages and custom fields you define. Each new enquiry is assigned round-robin to a counsellor the moment it arrives, with push and email alerts. Repeat enquiries are flagged and routed to the counsellor who already holds that person, and stale leads can be reassigned in one click. Counsellors can send a Razorpay payment link from the lead and issue a numbered GST receipt once paid. Institutes can generate certificates with QR verification. The dashboard shows leads by source, funnel conversion, cost per lead and counsellor performance, backed by a finance ledger and audit trail. TheLeadCRM supports admin and counsellor roles, white-labelling with your own name and logo, and a built-in MCP server for AI assistants. Built in Chennai, India.