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Leadtrail · Sales CRM

A sales CRM for any number of companies: enquiries from IndiaMART, JustDial, Facebook and the website, a repeat check on every mobile number, follow-ups, WhatsApp templates, a drag-and-drop pipeline, and one-click invoices in Billcraft.

Leadtrail walkthrough video
Video

Walkthrough: an IndiaMART enquiry arrives, a repeat customer joins their deal, a call and WhatsApp follow-up, and a won deal opened in Billcraft

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What Leadtrail runs

  • IndiaMART (push or pull API), JustDial, Facebook and Instagram lead ads and a public enquiry form send enquiries in by themselves
  • Repeat check on every +91 mobile, written any way: a repeat joins the open deal and stays with its salesperson
  • Who to call first, with how long each new enquiry has waited, and every salesperson's first response time
  • Follow-ups by call, WhatsApp, meeting or site visit, overdue in red; WhatsApp templates that open on the customer's number
  • A drag-and-drop pipeline with your own steps, quotations from a price list with HSN/SAC and GST
  • A won deal becomes a GST invoice in Billcraft in one click, with the customer, GSTIN and lines filled in
Platform
Web, works on phones; the enquiry form is phone-first
Best for
Businesses that sell in India: traders, manufacturers, institutes, agents, dealers
User roles
Owner, sales manager, salesperson (own deals only)
Database
PGlite or any Postgres

Who it is for

  • Traders and manufacturers on IndiaMART and JustDial

    Every buyer enquiry lands in one place the moment it arrives, goes to whoever's turn it is, and a buyer who asks on three sites reaches one salesperson, not three.

  • Coaching institutes, real estate and dealers

    Facebook and Instagram lead ads come straight in with their answers; counsellors call back fast, follow up on WhatsApp, and owners see which ads bring admissions.

  • Agencies and developers

    Run a separate company per client from one installation, or build on it: more lead sources, WhatsApp Business API, cloud telephony.

Live now

Demo access

Try it before you download it. Rathore Storage Systems, a racking maker in Faridabad, after 80 days of enquiries from IndiaMART, JustDial and the website, with calls, WhatsApp messages, follow-ups, quotations, wins and losses. A Jaipur coaching institute is one switch away. Send a test enquiry from any source, or from a customer who already enquired, and watch the repeat check. No sign-up.

Open the demo

  • Today

    Who to call first, follow-ups due and overdue, repeat enquiries, the pipeline and this month's sources.

    Open today

  • Pipeline

    Drag a deal to the next stage; drop it on Won or Lost.

    Open pipeline

  • Follow-ups

    Overdue, today, tomorrow and later, with call, WhatsApp and done.

    Open follow-ups

  • Lead sources

    IndiaMART, JustDial, Facebook and website addresses, each with a test enquiry.

    Open lead sources

  • Enquiry form

    The company's public form, as a customer fills it in on a phone.

    Open enquiry form

  • Reports

    Sources, won and lost value, first response time and each person's numbers.

    Open reports

People in the demo

No password in the demo. The bar at the top switches company and person, sends a test enquiry, opens the enquiry form, or starts a company of your own. “Create invoice in Billcraft” on a won deal opens Billcraft's demo.

  • Vikram Rathore

    Owner, Rathore Storage Systems

    Everything, including settings: the team and rotation, pipeline, price list, WhatsApp templates and lead sources.

    Open the demo

  • Neha Bansal

    Sales manager

    Every deal, customer and follow-up, and handing deals to someone else.

    Open the demo

  • Arjun Yadav

    Salesperson

    Only his own customers and deals. A repeat customer of someone else's shows whose they are, not their details.

    Open the demo

  • Meenakshi Sharma

    Owner, Ankur Academy

    A separate company: Instagram and Facebook leads, and its own steps (Counselling call → Campus visit → Fee discussion → Enrolled).

    Open the demo

Postgres runs in your tab and keeps your changes in this browser; emails stay in the outbox. “Reset demo” in the bar starts over.

On your own machine

Install it and sign in

  1. 1
    npm install
  2. 2
    SEED_PASSWORD=choose-a-password npm run db:seed
  3. 3
    npm run dev

Then sign in with the sample admin:

Password

choose-a-password

Or whatever you set SEED_PASSWORD to. Every sample person signs in with it.

Without the seed, the first visit asks you to create your company: its name, your name and its city. The pipeline, WhatsApp templates and enquiry form are ready; add your price list, team and lead sources next.

Features

Grouped by where the work happens.

Enquiries in

6
  • IndiaMART's Lead Manager: the Push API posts each enquiry to your own address, or the server fetches them with your CRM key
  • JustDial's lead API, and Facebook and Instagram lead ads through Meta's leadgen webhook (signed, with each lead's answers)
  • A public enquiry form per company, built for phones, with a code to put it on any site; any other form can post JSON
  • Calls, walk-ins, WhatsApp messages and referrals typed in by the team
  • A lead sent twice is kept once; what every source sent is kept as it arrived
  • New customers go to the salespeople in rotation, in turn, with an email to each

The repeat check

4
  • 98450 12345, +91-98450-12345 and 098450 12345 are one number, and one customer; emails too
  • Someone who enquires again joins their open deal; its salesperson is emailed and nobody else is given it
  • A returning customer's new deal goes back to the salesperson who looks after them
  • Typing a known number into “Add a lead” says whose customer it is before anyone calls

Working the deals

6
  • Today: who to call first with how long they've waited, follow-ups due and overdue, repeat enquiries this week
  • A pipeline with each column's count and value; drop on Won for the value, on Lost for the reason
  • Calls logged with how they went and the next follow-up in one step; reaching them moves a new enquiry on
  • WhatsApp templates with placeholders that open WhatsApp on the customer's number with the message typed
  • Follow-ups by call, WhatsApp, meeting, site visit or email, in IST, with quick picks
  • Quotations from the price list: HSN/SAC, quantity, unit, rate and GST, totals before and with GST

Billcraft, roles and reports

5
  • A deal opens in Billcraft as a quotation, or once won as a tax invoice, with the customer, GSTIN, state and lines filled in
  • Owner, sales manager and salesperson; salespeople see only their own customers and deals
  • Your own pipeline steps, each with its chance of winning for the forecast
  • Reports: enquiries, repeats, won and lost value, conversion, first response, sources, each person's numbers, why deals were lost
  • Emails to the team (a new lead, a repeat, the morning list) in an outbox with their status; CSV downloads

Tech and requirements

Exact versions, because that is the first thing a developer checks.

Stack

Framework
Next.js 16, App Router
Interface
React 19, Tailwind CSS 4
Language
TypeScript
Database
PGlite by default, or PostgreSQL 13+
Lead sources
IndiaMART push and pull APIs, JustDial lead API, Meta leadgen webhook and Graph API, JSON for any form
CRM rules
One service for every rule; every enquiry through one repeat check; a test suite on a real Postgres
Email
Resend (optional); every email kept in an outbox

To run it

Node.js
22.6 or newer
Database
None to start; Postgres for production
Secrets
AUTH_SECRET, and CRON_SECRET for the morning email
Lead sources
Your IndiaMART, JustDial or Meta access (optional)

What you get in the download

leadtrail.zip, 197 KB: the whole project as it unzips, counted from the zip itself.

  • Complete source code, nothing obfuscated
  • A seed script with the sample data the demo shows
  • A README: quick start, configuration and deploying
  • An .env.example with every setting and its default
  • The script that builds the browser demo
Buy · ₹12,499 How it works
leadtrail.zip74 files · 197 KB
  • Pages and API routes19 files
    24 KB
  • Core logic17 files
    215 KB
  • Server7 files
    14 KB
  • Screens and components20 files
    230 KB
  • Scripts2 files
    5 KB
  • README and configuration9 files
    100 KB

Common questions

01. How does the repeat check work?

Every enquiry, from any source, goes through one step. A mobile number is stored as +91XXXXXXXXXX whichever way it was written, and a number or email belongs to one customer in a company. If that customer has an open deal, the new enquiry joins it and its salesperson is emailed; if their deals are closed, the new deal goes to the salesperson who already looks after them. Only someone new goes to whoever's turn it is.

02. How do IndiaMART, JustDial and Facebook enquiries get in?

Settings → Lead sources gives each source its own secret address. IndiaMART's Push API posts each enquiry there (or the server fetches them with your CRM key), JustDial's lead API posts to it, and Meta's leadgen webhook calls it for Facebook and Instagram lead ads, after which Leadtrail reads the lead's answers with your page token. You need your own access to each: an IndiaMART plan with CRM integration, a JustDial lead API, and a Meta app with lead access.

03. Does it send WhatsApp messages by itself?

No. It opens WhatsApp on the customer's number with the template filled in, and the salesperson presses send; the message stays on the deal's history. Sending through the WhatsApp Business API (Gupshup, Interakt, Meta's Cloud API) plugs in at one place, described in the README.

04. How does the Billcraft invoice work?

Put your Billcraft's address in Settings. A deal then opens Billcraft's invoice editor with the customer, GSTIN, place of supply and quotation lines filled in: a quotation while it's open, a tax invoice once it's won. Billcraft matches a client it already has by GSTIN, email or mobile, and nothing is saved until you check it and save.

05. What can a salesperson see?

Only their own customers, deals and follow-ups. When they type a number that belongs to someone else's customer, they're told whose it is and at which stage, so they don't call, without seeing the details. Owners and managers see everything and hand deals out.

06. Can several companies use one installation?

Yes. Every sign-up is a separate company with its own customers, deals, pipeline, price list, templates, team and lead-source addresses, and every query is scoped to it. Set SIGNUP=closed to stop new companies.

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