features
CRM Features
Built for Your Sales Workflow
- Quick Setup
- Easy-to-use
- Clear Plans
- Cancel Anytime
LeadHeed covers all basic and advanced CRM features that help you capture new leads, organize contacts, track deals, automate routine work, and measure performance—all from one place.
CRM Features Includes
Omnichannel
Duplicate Prevention
Form Templates
Segmentation
Custom Fields
Integrations
Omnichannel
Duplicate Prevention
Form Templates
Segmentation
Custom Fields
Integrations
Import Contacts
Attach Files
Sales Pipeline
Analytics
CRM Migration
Deal 360o View
Import Contacts
Attach Files
Sales Pipeline
Analytics
CRM Migration
Deal 360o View
Lead Generation
Capture new leads from multiple sources and keep your data clean from day one.
Form Builder
Create custom forms to collect lead details. Share the form link or QR code.
Form Templates
Use ready-made form layouts to launch faster and stay consistent.
Website Form Embed
Embed your forms on any page to capture leads directly from your site.
Import/Export Contacts
Import lists in bulk and export data anytime for backups or sharing.
Contact Migration
Move contacts from your old system with a clean, organized setup.
Duplicate Prevention + Validation
Deletes duplicate entries and keeps records accurate and reliable.
Social Leads
Manage social messaging in your CRM and move users to your lead list.
Create Leads Manually
Add leads manually in seconds when you receive inquiries offline.
Lead Management
Keep your leads organized with context, so your team can qualify them faster.
Lead Tags
Tag leads to group, filter, and prioritize them easily (Hot, Cold, Urgent).
Contact Segmentation
Segment contacts based on date, source, tag, and owners.
Business Info
Add more business details alongside contact information for better context.
Contact Notes
Add notes to track requirements, discussions, and next steps in one place.
Attach Files
Upload documents and attachments to keep everything connected to the record.
Create Deals
Convert qualified leads into deals and start tracking progress immediately.
Sales Pipeline Management
Track deals with a clear visual view and spot what needs attention before it goes cold.
Visual Sales Pipeline
Get a 360° view of your deals and understand progress at a glance.
Create Multiple Pipelines
Build separate pipelines for products, teams, or different sales processes.
Assign Deal Owners
Assign ownership so every deal has a clear person responsible.
Deal Value + estimated close time
Add deal value and expected close timing to plan your next steps.
Deal Rotting
Identify deals that are stuck and take action before they drop off.
Estimated Revenue
Estimate potential revenue based on what’s in your pipeline.
Deal Filter
Filter and sort deals (based on source, owner, and more) to focus on priority items.
Task Management
Create a consistent follow-up system for your team with tasks, reminders, and clear visibility of what’s due.
Create Task
Add tasks with due dates so follow-ups stay structured and timely.
Auto Assign Task
Automatically assign tasks based on your workflow rules.
Task Reminder
Set reminders so nothing gets missed during busy days.
Calendar View
View tasks in a calendar format to plan workloads clearly.
Task Status
Track progress with statuses so everyone knows what’s done and pending.
Workflow Automation
Create a consistent follow-up system for your team with tasks, reminders, and clear visibility of what’s due.
Email Automations
Trigger emails automatically based on actions or status changes.
Automated Tasks
Create tasks automatically so follow-ups happen on time without manual effort.
Reporting & Sales Tracking
Measure what’s happening in your system with clear reporting for improved performance.
Analytics Dashboard
Get a high-level view of activity, progress, and outcomes.
New Leads
Track how many new leads are coming in over time.
Lead Source Tracking
Understand where leads come from and which sources perform best.
Lead to Deal Conversion
See how many leads become deals and where drop-offs happen.
Closed Deals
Track closed deals to review outcomes and patterns.
Won Deals
Understand where leads come from and which sources perform best.
Average Deal Close Time
See how long deals take to close and improve efficiency.
Revenue Tracking
Track revenue outcomes and trends with performance insights.
Deal Aging
Spot deals that sit too long in one stage and need action.
Deal Lost Reason
Record why deals are lost and use that insight to improve your process.
Top Performers
Identify top contributors and compare performance by user.
Email Management
Keep your emails organized and connected to the right records for better context and continuity.
Email Logging
Automatically store email history so conversations stay traceable.
Compose Emails
Write and send emails directly while keeping context intact.
Email Templates Coming Soon
Save templates for faster outreach and consistent messaging.
Social Messaging
Keep social conversations organized and easy to manage, so your team can respond faster and stay aligned.
Facebook Coming Soon
Manage Facebook messages, and move the right user to your lead list.
Instagram Coming Soon
Answer your Instagram inquiries directly from LeadHeed CRM, and create leads.
WhatsApp Coming Soon
Keep WhatsApp chats organized, and move the interested users to your sales pipeline.
Lead Generation
Capture new leads from multiple sources and keep your data clean from day one.
Form Builder
Create custom forms to collect lead details. Share the form link or QR code.
Form Templates
Use ready-made form layouts to launch faster and stay consistent.
Website Form Embed
Embed your forms on any page to capture leads directly from your site.
Import/Export Contacts
Import lists in bulk and export data anytime for backups or sharing.
Contact Migration
Move contacts from your old system with a clean, organized setup.
Duplicate Prevention + Validation
Deletes duplicate entries and keeps records accurate and reliable.
Social Leads
Manage social messaging in your CRM and move users to your lead list.
Create Leads Manually
Add leads manually in seconds when you receive inquiries offline.
Lead Management
Keep your leads organized with context, so your team can qualify them faster.
Lead Tags
Tag leads to group, filter, and prioritize them easily (Hot, Cold, Urgent).
Contact Segmentation
Segment contacts based on date, source, tag, and owners.
Business Info
Add more business details alongside contact information for better context.
Contact Notes
Add notes to track requirements, discussions, and next steps in one place.
Attach Files
Upload documents and attachments to keep everything connected to the record.
Create Deals
Convert qualified leads into deals and start tracking progress immediately.
Sales Pipeline Management
Track deals with a clear visual view and spot what needs attention before it goes cold.
Visual Sales Pipeline
Get a 360° view of your deals and understand progress at a glance.
Create Multiple Pipelines
Build separate pipelines for products, teams, or different sales processes.
Assign Deal Owners
Assign ownership so every deal has a clear person responsible.
Deal Value + estimated close time
Add deal value and expected close timing to plan your next steps.
Deal Rotting
Identify deals that are stuck and take action before they drop off.
Estimated Revenue
Estimate potential revenue based on what’s in your pipeline.
Deal Filter
Filter and sort deals (based on source, owner, and more) to focus on priority items.
Task Management
Create a consistent follow-up system for your team with tasks, reminders, and clear visibility of what’s due.
Create Task
Add tasks with due dates so follow-ups stay structured and timely.
Auto Assign Task
Automatically assign tasks based on your workflow rules.
Task Reminder
Set reminders so nothing gets missed during busy days.
Calendar View
View tasks in a calendar format to plan workloads clearly.
Task Status
Track progress with statuses so everyone knows what’s done and pending.
Workflow Automation
Create a consistent follow-up system for your team with tasks, reminders, and clear visibility of what’s due.
Email Automations
Trigger emails automatically based on actions or status changes.
Automated Tasks
Create tasks automatically so follow-ups happen on time without manual effort.
Reporting & Sales Tracking
Measure what’s happening in your system with clear reporting for improved performance.
Analytics Dashboard
Get a high-level view of activity, progress, and outcomes.
New Leads
Track how many new leads are coming in over time.
Lead Source Tracking
Understand where leads come from and which sources perform best.
Lead to Deal Conversion
See how many leads become deals and where drop-offs happen.
Closed Deals
Track closed deals to review outcomes and patterns.
Won Deals
Understand where leads come from and which sources perform best.
Average Deal Close Time
See how long deals take to close and improve efficiency.
Revenue Tracking
Track revenue outcomes and trends with performance insights.
Deal Aging
Spot deals that sit too long in one stage and need action.
Deal Lost Reason
Record why deals are lost and use that insight to improve your process.
Top Performers
Identify top contributors and compare performance by user.
Email Management
Keep your emails organized and connected to the right records for better context and continuity.
Email Logging
Automatically store email history so conversations stay traceable.
Compose Emails
Write and send emails directly while keeping context intact.
Email Templates
Save templates for faster outreach and consistent messaging.
Social Messaging
Keep social conversations organized and easy to manage, so your team can respond faster and stay aligned.
Manage Facebook messages, and move the right user to your lead list.
Answer your Instagram inquiries directly from LeadHeed CRM, and create leads.
Keep WhatsApp chats organized, and move the interested users to your sales pipeline.
Choose a plan that matches your Feature Needs
LeadHeed plans are built around feature needs for businesses of all sizes. Start with basic CRM tools, then upgrade when you need more pipelines, automation, and advanced reporting.
Pay Monthly
Pay Annually (Save up to 20%);
$0
Per user, per month.
Free
Start organizing contacts and deals for free. Best for individuals and small teams.
No card required
Our free CRM plan includes,
- Up to 3 users
- 5,000 contacts
- 1 sales pipeline
- Form builder (cap 5)
- Email integration
- Basic Analytics
$15
Per user, per month.
Pro
Best for growing businesses that need automations, telephony and integrations.
Free 14-day trial. No card required.
Everything in the free plan, and
- Up to 10 users
- 15,000 contacts
- Up to 10 sales pipelines
- Lead source tracking
- Email automation
Email open/click tracking
Coming Soon
Telephony + calendar integration
Coming Soon
Omnichannel (WhatsApp, Facebook & Instagram)
Coming Soon
- Advanced Analytics
Most Popular
$35
Per user, per month.
Elite
Best for advanced sales operations with full control, reporting, and premium support.
Free 14-day trial. No card required.
Everything in the pro plan, and
- Unlimited users, contacts and pipelines
- Advanced sales automation
- Full data sharing
- White-label reports
- Advanced Analytics
- Dedicated account manager
$0
Per user, per month.
Free
Start organizing contacts and deals for free. Best for individuals and small teams.
No card required
Our free CRM plan includes,
- Up to 3 users
- 5,000 contacts
- 1 sales pipeline
- Form builder (cap 5)
- Email integration
- Basic Analytics
$12
Per user, per month.
Pro
Best for growing businesses that need automations, telephony and integrations.
Free 14-day trial. No card required.
Everything in the free plan, and
- Up to 10 users
- 15,000 contacts
- Up to 10 sales pipelines
- Lead source tracking
- Email automation
Email open/click tracking
Coming Soon
Telephony + calendar integration
Coming Soon
Omnichannel (WhatsApp, Facebook & Instagram)
Coming Soon
- Advanced Analytics
Most Popular
$28
Per user, per month.
Elite
Best for advanced sales operations with full control, reporting, and premium support.
Free 14-day trial. No card required.
Everything in the pro plan, and
- Unlimited users, contacts and pipelines
- Advanced sales automation
- Full data sharing
- White-label reports
- Advanced Analytics
- Dedicated account manager
