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This is what “worked” looks like.

Owner · last activity · next action · overdue

Real SalesMax productLead activity + next action
SalesMax mobile lead record showing its owner, latest note, open task, call history, and overdue follow-up
Owner · latest note · open task · call history · follow-up due
  • 700+businesses using SalesMax
  • 6,000+paid users
  • 2.5 lakhcalls logged daily
  • 1 lakhnew leads added daily

The operating gap

Leads don’t get lost in CRMs. They get lost between actions.

SalesMax turns each handoff into visible work, so the team knows what to do and the manager knows when it did not happen.

  1. 01
    Lead arrives

    Google · Meta · IndiaMART · JustDial · website

  2. 02
    One owner is assigned

    Round robin · source · product · geography

  3. 03
    The rep works the lead

    Call, disposition, note, and WhatsApp context

  4. 04
    The stage updates with the outcome

    Called → Prospecting · Interested → Opportunity · Won, lost, or not interested → Closed

  5. 05
    The next action enters the work queue

    Due today, upcoming, or overdue

  6. !
    If nothing happens, the manager sees it

    Exceptions surface before the lead goes cold

Manager view · real SalesMax product

Managing 5+ salespeople?

Stop asking who worked what. See new leads, prospecting, dispositions, follow-up state, opportunities, closed leads, and revenue—by salesperson.

SalesMax User Wise Lead Position report showing new leads, prospecting leads, dispositions, opportunities, closed leads, and revenue by salesperson

Swipe horizontally to inspect the full report

Every rep. Every lead. Where it stands right now.Real SalesMax manager view · User Wise Lead Position

One customer context

Assignment, calls, WhatsApp, and pipeline—one record of the work.

RS
Rahul Sharma

Example journey · owner: Manvi · stage: Opportunity

  1. Call

    Connected · interested in pricing

  2. WhatsApp

    Pricing PDF sent from the lead

  3. Reply

    “Looks good. Call me tomorrow.”

  4. Next action

    Call tomorrow · 11:30 AM

Next action → Call tomorrow · 11:30 AM

A clear fit

Who SalesMax is for. And who it isn’t.

SalesMax is built for

  • Owners managing 5 to 200 salespeople
  • Inside-sales and telecalling teams
  • Businesses buying inbound leads
  • Teams that sell through calls and WhatsApp
  • Managers who need execution visibility

Probably not for you if

  • A solo salesperson who only needs a contact list
  • A team looking only for bulk WhatsApp marketing
  • A support desk whose main requirement is ticketing or IVR
  • A business looking for a free CRM, ERP, or GPS tracking tool

Integrations

Your leads are already waiting. We just bring them in.

IndiaMart, JustDial, Facebook, Google — your lead sources connect in minutes, not weeks.

WhatsAppWhatsApp
FacebookFacebook
Meta CAPIMeta CAPI
Instagram DMInstagram DM
Google AdsGoogle Ads
Google FormsGoogle Forms
Google SheetsGoogle Sheets
Google MeetGoogle Meet
IndiaMartIndiaMart
JustDialJustDial
RazorpayRazorpay
JotformJotform
CalendlyCalendly
ExotelExotel
OpenAIOpenAI
CashfreeCashfree

Bring one real lead source

See how your team gets to zero missed follow-ups.

We will map your path from lead arrival to owner, first call, WhatsApp follow-up, next action, pipeline stage, and manager view.