Every lead, from the first call to the renewal.
MerlinLead keeps your enquiries, quotations, installed items, service visits and support tickets in one place, so a sale and the work that follows it stay on one record.
One record, from the first enquiry to the next contract
Each step picks up where the last one stopped. Nobody types the same customer in twice.
Capture the lead
An enquiry comes in from a call, a web form or an import, and you are warned if the person is already on file.
Follow up
Log calls, meetings and visits, set the next follow-up, and see what is overdue on your dashboard.
Quote with tax
The server works out every total and the GST, so a figure cannot be changed in the browser.
Approve and win
A quote below the set minimum or over a discount limit waits for an approver; accepting it marks the lead won.
Install with warranty
A won lead creates one asset per serial number, waiting for installation, with warranty by date, usage or both.
Visit and sign
The visit closes with a checklist, photos and the customer's signature or OTP, and that starts the warranty.
Renew the contract
Service contracts warn you 30 days before they end, and a renewal links back to the old contract.
Support with an SLA
Tickets carry a priority and an SLA clock, breaches are flagged, and the customer can get a satisfaction link.
The modules, grouped by the work they do
Each company turns on the parts it needs. All of them share the same customers, records and roles.
Sell and customers
- People and organisations with several phones and emails
- Several pipelines, board and list views, won or lost with a reason
- Calls, meetings, visits and follow-ups with reminders
- Products with HSN/SAC codes, warranty and serial tracking
- Warehouses, stock and targets with live progress
Quotations, orders and invoices
- Quotations with revisions, templates, terms and a PDF
- An approvals inbox where nobody approves their own request
- Sales orders with partial dispatch and a proforma
- Numbered tax invoices from a quotation, an order or by hand
- Payment collection with receipts, off until you turn it on
After-sales and field service
- Assets per serial number, with warranty and service intervals
- Installation, preventive, breakdown and survey visits
- Service contracts with a visit counter and one-click renewal
- Tickets with SLA timers, breach alerts and a satisfaction link
- Field attendance with selfie and location during the shift
Partners
- Channel partners with territory, discount, credit limit and yearly target
- Referral partners with a percent or fixed commission
- Commission accrues when a referred lead is won
- Public sign-up with captcha and phone OTP, approved by an admin
Automation and integrations
- Workflows on any event, with conditions, ten action types and retries
- Signed (HMAC) webhooks with a delivery log
- Web forms with captcha, honeypot and rate limit
- Email campaigns with unsubscribe link and suppression list
- Connect your own SMTP, WhatsApp, SMS and Firebase accounts when you are ready
Insights and reports
- Today, Sales, After-sales and Team dashboards
- Click a number to open the matching list
- 24 built-in reports with print and Excel export
- Scorecards, lead sources, warranty expiring, ticket SLA
Platform, roles and security
- Roles with tick-box permissions and a data scope
- Optional two-factor sign-in with an authenticator app
- Append-only audit log with before and after values
- See signed-in devices and sign any of them out
Mobile app
- For iPhone and Android phones, with Android tablet layouts
- Keeps working on a poor connection and sends edits later
- Visit screen with checklist, photos, signature or OTP
- Visiting-card scan to start a lead
Languages
- English and Hindi on every web screen and in the app
- Quotation, proforma and receipt PDFs in the customer's language
- Lakh and crore or international number format
- Edit labels and templates for each language
Built for India, works anywhere
GST is part of the tax engine. Outside India, use simple multi-rate tax, VAT or no tax.
- CGST and SGST inside the state, IGST outside it, and UTGST
- GSTIN check, and HSN or SAC codes on products and lines
- Number series that follow the financial year, such as QT/2026-27/0001
- Pull IndiaMART and TradeIndia enquiries with your API keys, and turn forwarded JustDial emails into enquiries
- SMS with your DLT entity and template ids through MSG91, Gupshup, Textlocal, Twilio or any HTTP gateway, when you add your account
- English and Hindi screens, with quotation PDFs in the customer's language
Lead portals, SMS and WhatsApp start in sandbox mode. They connect to the provider when you add your own account and keys in Settings > Integrations.
The app goes where your team goes
The MerlinLead app for iPhone and Android phones keeps working with a poor connection and sends your edits when you are back online.
- Notes, follow-ups, contacts and visit work wait on the phone until the connection returns; quotations need the server
- Each change carries a key, so a retry does not create a second record
- Fingerprint or Face ID unlock
- Leads board, calendar, quotations, tickets, visits and assets with QR or barcode scan
- English and Hindi
Your name, your modules, your rules
Each company sets up MerlinLead for the way it works. Your team sees your name, not ours.
- Turn modules on or off for each company
- Your company name, logo and colours, with no vendor name in the product
- Roles with tick-box permissions and a data scope: own, group, branch or all
- Optional two-factor sign-in
- An audit log of who changed what, and undo for most changes within 30 seconds
- Custom fields in 15 types on any record
- Import from CSV, XLS or XLSX, and export any list to CSV or Excel
- Saved views you can share, and Ctrl+K to search everything
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