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NewRMDialer is now on iPhone as well as Android · every feature except the call log

Lead tracker app

Lead tracker app that remembers every stage.

A lead is not a status, it is a story: when it came in, who called, what was quoted and why it was won or lost. RMDialer keeps that story on the lead, with calls added by themselves and reminders that ring on time.

  • Every status change kept with its date
  • Calls attach to the lead automatically on Android
  • On iPhone too, with every feature except the call log

Free personal dialer. Paid features include a 3-day trial; no card required.

Team plans: ₹159/user/month, billed yearly + taxes →
01 / One lead’s whole pathProduct illustration
Lead tracker app: RMDialer status timeline for one lead showing each change from Negotiation to Interested to Won with dates
Every status change keeps its date, so the path from first enquiry to a booked order can be read months later. View full size ↗
Read the lead like a diary.

Negotiation, then Interested, then Won, each with its date and note.

Short answer

What should a lead tracking app keep?

A lead tracking app should keep every stage a lead passes through with its date, the note behind each change, every call and the next follow-up, so anyone can read the lead’s history in one place. RMDialer adds calls automatically on Android and rings reminders on time, which keeps the tracker complete without extra typing.

Key takeaways

  • A dated history beats a single status cell.
  • The reason a lead was lost is as useful as the win.
  • Leads not contacted for 15 days deserve a list of their own.

From enquiry to advance paid

What should you record at each stage of a lead?

Statuses in RMDialer are yours to name, so they can match how your business actually sells. Here is a wedding photography studio’s set, what they record at each stage and what the tracker lets them see later.

Stages a wedding studio tracks, what is recorded at each and what the tracker shows later. Use your own stage names.
StageWhat you recordWhat the tracker shows later
New enquiryWedding date, city, source (Instagram, referral, walk-in)How many enquiries each source brings per month
ContactedFirst call outcome and a remark: “haldi plus reception, budget flexible”Time from enquiry to the first call
Quote sentPackage quoted, sent as a WhatsApp template, reminder in two daysWhich packages get quoted most
Meeting bookedStudio visit date as a reminder, with who will attendHow many quotes turn into a meeting
Advance paidStatus Won, paid amount, shoot dates added to the recordRevenue by month and by source
LostReason: budget, date clash, chose another studioThe most common reason bookings slip away

Keep the list short. Six or seven stages are enough for most businesses; twenty stages mean nobody picks the right one, and the tracker quietly stops being true.

A wedding studio in Lucknow

How does a lead tracker help during a busy season?

Picture a wedding photography studio in Hazratganj, Lucknow, between October and February. Enquiries arrive from Instagram, from past couples and from walk-ins, often forty in a week, each with a different wedding date and budget.

An enquiry for a February wedding comes in on 2 October. It is called the same day (Contacted, “haldi, sangeet and reception, wants drone”), quoted the premium package on WhatsApp (Quote sent, reminder in two days) and invited to the studio (Meeting booked). On 12 October the couple pays the advance and the lead turns Won, with the shoot dates on the record.

In March, when the album is being designed and the couple asks what was promised, the answer is on the lead: the package, the add-ons and every call. The dates here are an illustration, not a real booking.

Status tab of a lead on the phone listing status changes with dates and the note Converted to paid client
The Status tab of one lead. The last line shows the lead becoming a paying client. View full size ↗

The leads nobody is watching

How do you catch leads that are going cold?

A tracker is most useful for the leads nobody remembers. RMDialer gives three views that surface them without a spreadsheet:

Last contacted

Leads not called in 7, 15 or 30 days, in one filter. Call them before they book elsewhere.

Lost Lead list

Missed and unreturned calls gathered in one place, so a customer who rang once is not forgotten.

Pending reminders

Follow-ups that were due and not done, still sitting in Pending until someone acts on them.

For the phone setup behind the tracker, see the lead management app for Android. Teams that are not ready for an app can start with managing leads in Excel, and call follow-up software covers reminders in depth.

Try it with your own workflow

Track one real lead from enquiry to won

Pick a current enquiry. We set up your stages, add the lead and show how its history builds up with each call and reminder.

Team features, one plan

₹159/user/month

₹1,908 per user, billed yearly, plus taxes.

  • Lead statuses, remarks and reminder scheduling
  • Assigned calling lists and employee reports
  • List auto dialing and WhatsApp automation

The personal dialer, call log and personal analytics are free forever. Team access and saved lead workflows require a plan. SIM charges and any WhatsApp provider charges are separate.

Compare free and paid features →
Questions

Lead tracker app: questions people ask

What is a lead tracker app?

It is a phone app that shows where every enquiry stands: new, contacted, quoted, won or lost, with the dates and notes behind each change. RMDialer adds the calls themselves to that history, so the tracker fills in as you work instead of waiting to be updated.

How is a lead tracking app different from a spreadsheet?

A sheet shows the current status in one cell. A lead tracking app keeps every change with its date, rings you when a follow-up is due and records calls automatically. RMDialer also lets several people work the same list from their phones without overwriting each other.

Can I see a lead’s full history in one place?

Yes. Each RMDialer lead has History, Status, Remark and Reminder tabs, plus a count of calls since the first contact. The manager sees the same record in the Web CRM, including transfers and the source the lead came from.

Does the lead tracker record calls by itself?

On Android, yes: RMDialer is the phone app, so incoming, outgoing and missed calls attach to the lead with their duration. On iPhone the app has every other feature, but Apple does not let any app read the call log, so calls are noted by hand.

How do I find leads that have gone quiet?

Filter by last contacted: leads not called in 7, 15 or 30 days. RMDialer also keeps a Lost Lead list of missed and unreturned calls. Both turn into a calling list with one tap.

Can the lead tracking app remind me to follow up?

Yes. Set a reminder on the lead after each call, and it rings at that time with the name and last remark on screen. Reminders can repeat daily, weekly or monthly for leads that need regular contact.

Can I track which source each lead came from?

Yes. Every lead carries a source, set by hand or automatically when it arrives from a form, sheet or portal. At month end, filter Won leads by source to see which channel brought paying customers rather than just enquiries.

Can my manager see the leads I am tracking?

Yes, in the Web CRM, with each person’s calls, outcomes and pending follow-ups. What a telecaller can see or change can be limited with employee permissions.

Can I track leads that start on WhatsApp in the same app?

Yes. With the WhatsApp Business API connected, a chat in RMDialer’s WhatsApp inbox can be turned into a lead with one tap, and from then on it has the same stages, reminders and history as a lead from a call or a form.

Can I export the leads I have tracked?

Yes. Leads can be exported to a CSV file from the app’s lead tools and from the Web CRM, where the permission allows it, so the history is never locked in.

Is there a free lead tracker app?

RMDialer’s calling and call log are free with no account. Tracking stages, reminders and team features are part of the paid plan: ₹159 for each user every month on a yearly subscription in India, and $29 per user per year, or $12 per user for 3 months, outside India. The trial runs three days with every feature on.

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