Data & Lists

Lead Management — squeeze every list without burning it

Upload lists in minutes, attach them to campaigns, and let rule-based recycling bring back the right leads at the right time — with caps that stop you from over-calling the same customer.

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  • CSV/Excel upload with header detection
  • Lead recycling (re-churn)
  • Retry & daily caps
  • Conversion tracking

Most lists are dialed once and forgotten

A lead that didn't answer at 11 am may well answer at 6 pm. Without structured recycling, teams either abandon those leads or re-upload the whole list and annoy customers who already said no.

Good lead management decides which outcomes are worth another attempt, when, and how many times — automatically.

How It Works

From upload to conversion

01

Upload

Import CSV/Excel; columns such as name, phone and alternate number are detected and mapped to campaign fields.

02

Assign

Attach one or many lists to a campaign and distribute leads to agents or teams.

03

Recycle

Rules re-queue no-answer, busy or callback outcomes into attempt buckets with spacing and maximum-attempt limits.

04

Convert

Converted leads are flagged with timestamps so dashboards show what each list actually produced.

Features

List hygiene and recycling, automated

Smart list import

Header detection for phone and alternate-number columns, duplicate handling and per-campaign custom fields.

Lead recycling engine

Re-dial strategies by outcome and attempt bucket, scoped to specific lists — inert until you switch it on.

Retry caps

Administrator-defined maximum retries and a global per-number daily cap keep re-dialing within sensible limits.

Alternate-number retry

If the primary number fails, the dialer can retry on the lead's alternate number automatically.

List performance

See dialed, connected, unique-reached and converted counts per list and per day.

Leads workspace

Search, filter and export leads by campaign, list, disposition or conversion date — with ownership checks on every record.

Compliance & Security

Respectful re-dialing

Maximum-retry ceiling set by the platform administrator
Per-number daily call cap across all campaigns
DND / opt-out numbers excluded from recycling
Tenant isolation — one client can never see another's leads
Purge or export lead data on request (DPDP Act 2023)
Upload and deletion actions are attributable to a user

FAQ

Common questions

What file formats can we upload?+
CSV and Excel files. Column headers are detected automatically and you can map extra columns to campaign custom fields.
How does lead recycling decide what to re-dial?+
You choose which dispositions are recyclable, how long to wait between attempts and the maximum number of attempts. Recycling only runs on the lists you enable it for.
Can several lists run in one campaign?+
Yes. Multiple lists can be attached and the dialer rotates between them round-robin.
Can we integrate leads from our website or CRM?+
Yes — leads can be pushed through REST APIs or synced from an external CRM instead of uploaded files.
Can we host it on our own servers?+
Yes. The same software runs in the cloud (your account or ours), on-premise in your data centre, or hybrid. Features are identical across deployment modes; on-premise keeps all recordings and lead data inside your network.

Related

Predictive Dialer Custom CRM BPO

Get Started

Get more out of the lists you already paid for

Show us your list sizes and outcomes; we'll suggest a recycling strategy.

Book a Lead Management Demo See pricing →
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