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OrbitPi Leads · Lead management

Lead management software for capture, routing and follow-up

Leads captures each enquiry with its source, assigns it by rule, reminds reps when follow-ups are due and warns you before a response-time target is missed, so your team can identify enquiries that need attention.

Book a demo See features
  • Web form with UTM and ad-click tracking
  • Routing rules, pools and round-robin
  • Response-time SLAs and reminders
OrbitPi Leads screen with sample data: Lead worklist
app.orbitpi.com/leads/worklist Sample data
Lead worklistFollow-ups due today
64
New today
38
Follow-ups due
5
SLA at risk
  • Rohit Mehta Google Ads New
  • Sara Thomas Walk-in Follow-up
  • Imran Qureshi Meta Ads SLA at risk
  • Neha Gupta Referral Qualified
  • Arjun Rao Website Contacted

OrbitPi Leads features

What OrbitPi Leads does today, feature by feature.

  • Capture with source tracking

    A hosted web form records UTM tags, Google and Meta click IDs, referrer and landing page, blocks spam and removes duplicates. Walk-ins and imports follow the same rules.

  • No duplicate leads

    Leads are matched by phone number and email across every stage, so the same person is not chased twice.

  • Routing, pools and round-robin

    Ordered rules assign leads by branch, channel and purpose. Round-robin skips reps who are on leave, off shift or at capacity.

  • Pipelines and dispositions

    Run several pipelines with their own stages, allowed moves and outcome reasons, starting from B2B or B2C templates.

  • Follow-ups that do not slip

    Log each call in two quick steps, keep one timeline per lead, and get reminders when a follow-up is due or overdue.

  • Response-time SLAs

    Set first-response and stage targets, see warnings before a breach, and escalate leads that wait too long.

  • WhatsApp and email

    Send approved WhatsApp and email templates from the lead, with a do-not-contact check before every message.

  • Consent and reports

    Record consent per channel and purpose, keep a do-not-contact list, and track funnel, ageing, SLA and rep activity reports.

How OrbitPi Leads works

An enquiry form feeds contact cards through a lead pipeline to a follow-up calendar.
  1. 1

    Capture

    Enquiries arrive from your web form, walk-ins or imports, with their source.

  2. 2

    Route

    Rules assign each lead to the right branch and rep.

  3. 3

    Follow up

    Reps log calls, send WhatsApp or email and get reminders.

  4. 4

    Measure

    Reports show the funnel, ageing leads, SLA breaches and rep activity.

Who OrbitPi Leads is for

  • Inbound enquiries

    Know which campaign produced each website enquiry and who is following it up.

  • Multi-branch sales teams

    Send leads to the right branch and balance the load across reps.

  • Real estate and B2B

    Manage long follow-up cycles with pipelines, reminders and SLAs.

Relevant industries: Distribution, Retail & e-commerce, Real estate

Coming soon

AI voice agent, coming soon

An AI voice agent is in development and is not available. This site does not describe its languages or script. The capture, routing and follow-up features on this page are separate from that agent.

Concept illustration of a voice waveform, phone and contact cards; the AI voice agent is coming soon.

What OrbitPi Leads works with

Get data in and out with the tools you already use.

What to check in your OrbitPi Leads demo

Use a representative sample of your work to check fit, setup and outputs before choosing a product.

Compare single-product and suite options on our software pricing page, or talk to the OrbitPi product team about your requirements.

Guides for lead management teams

OrbitPi Leads FAQ

What is lead management software?

Lead management software records every enquiry, assigns it to the right person, tracks each follow-up and reports on how leads move towards a sale.

How are leads assigned to sales reps?

Ordered routing rules assign leads by branch, channel and purpose. Round-robin spreads leads across reps and skips anyone on leave, off shift or at capacity, and unassigned leads can wait in shared pools.

Can I see which campaign a lead came from?

Yes. The web capture form records UTM tags, Google and Meta click IDs, the referrer and the landing page with each lead.

Can I track response times?

Yes. SLA policies set first-response and stage targets, warn before a breach and record every breach for reporting.

Can I send WhatsApp messages from OrbitPi Leads?

Yes. Reps can send approved WhatsApp and email templates from the lead, and Leads checks the do-not-contact list before every message. SMS is not supported.

Does OrbitPi Leads have an AI voice agent?

Not yet. An AI voice agent is in development and is not available. This site does not describe its languages. Capture, routing and follow-up do not depend on it.

Does Leads handle do-not-contact requests?

Yes. A do-not-contact list with a mandatory reason blocks further messages, consent is recorded per channel and purpose, and retention policies and data requests are managed in the product.

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See OrbitPi Leads on your own data

Bring a sample invoice, stock sheet or lead list. We’ll run it live in a 30-minute demo.

Book a demo