Sales teams
Sales Team CRM for assignment and follow-up
Capture. Connect. Convert.
Sales CRM only works if reps know what to do next. C2A gives App Admins a full pipeline and executives a focused assigned queue — with statuses, notes, and follow-ups on web and Android.
How C2A helps
Inbound leads from Meta, Google, and RCS enter C2A. Managers assign or auto-distribute. Reps filter New, Contacted, and Follow-up, update the record after each call, and keep conversion visible on the dashboard.
Key features
- Role-based views — Admins see the workspace; executives see their leads.
- Mobile-first actions — Call, WhatsApp, or SMS from the lead card.
- Follow-up dates — Surface work that is due today.
- Source-aware pipeline — Know whether a lead came from Meta, Google, or RCS.
How it works
- Step 1: Invite your team — Create staff users under your C2A organisation.
- Step 2: Connect lead sources — Meta, Google lead forms, RCS as needed.
- Step 3: Work the queue daily — Assign, call, update status, set the next follow-up.
Benefits
- Less lead leakage across a busy sales floor
- Shared truth instead of personal WhatsApp inboxes
- Managers can coach from real pipeline numbers
Frequently asked questions
Can sales teams assign leads in C2A?
Yes. App Admins assign leads to staff, and automatic distribution is available where configured.
How does C2A help with lead follow-up?
Each lead supports status changes, notes, and follow-up timing so due work is visible on the dashboard and in the queue.
Explore related pages
Ready to capture more leads?
Connect your live channels, assign your sales team, and follow up from one CRM.