ERP for automotive manufacturing
🚀 INTELLIGENT PRE-SALES PLATFORM

Every Inquiry
Deserves Systematic Conversion

Move beyond reactive selling. LeadX brings discipline, intelligence, and predictability to your pre-sales operations—transforming scattered inquiries into a revenue-generating engine through automated qualification, intelligent prioritization, and zero-friction workflows.

Quick Enquiry

The Hidden Cost of
Unstructured Pre-Sales

Most organizations operate with fragmented lead processes that systematically destroy value at every stage of the customer acquisition journey

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Inquiry Abandonment Epidemic

Valuable inquiries arrive through multiple channels—website, email, social, referrals—but lack of centralized intake means most vanish into operational gaps. No single source of truth creates parallel universes of customer data, each incomplete and contradictory.

67% inquiry loss rate documented

Response Time Deterioration

Speed-to-lead determines conversion probability, yet manual routing and unclear ownership create systematic delays. By the time qualified prospects receive attention, competitive alternatives have already engaged them with superior responsiveness.

Average 8.3 hour response delay
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Qualification Inconsistency

Without objective scoring frameworks, sales resources get misallocated to low-probability opportunities while high-intent prospects receive inadequate attention. Subjective assessment creates unpredictable pipeline quality and forecasting unreliability.

42% resource misallocation
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Follow-Up Execution Failure

Good intentions meet reality: promised callbacks forgotten, scheduled touchpoints missed, nurture sequences abandoned. Manual task management cannot scale with volume, creating systematic conversion leakage at the most critical engagement moments.

56% follow-up abandonment
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Pipeline Opacity Crisis

Leadership operates blind—unable to accurately forecast revenue, identify bottlenecks, or optimize resource allocation. Spreadsheet chaos replaces strategic intelligence, transforming sales management into reactive firefighting rather than proactive optimization.

Zero predictive capability
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Conversion Rate Stagnation

Without systematic process improvement, conversion rates plateau at mediocre levels. No data-driven insights means repeating ineffective behaviors while hoping for different outcomes—the definition of operational insanity.

Industry avg: 12-18% conversion

Pothera CRM – LeadX
Your Complete Pre-Sales Command Center

Pothera CRM – LeadX is an intelligent, all-in-one pre-sales management platform built specifically for Indian businesses. It helps you capture leads from multiple channels, organize them in a single dashboard, and ensure that no opportunity is ever missed.

LeadX enables your sales teams to quickly qualify prospects, track every interaction, and nurture leads with timely follow-ups and automated workflows. With structured lead management and real-time visibility, your team can focus on high-intent prospects and move them efficiently through the sales pipeline.

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30 Minute Meeting

Enterprise-Grade Pre-Sales Infrastructure

Comprehensive capabilities engineered for organizations that demand measurable conversion improvement

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Omnichannel Inquiry Intelligence

Eliminate inquiry loss through unified multi-source capture architecture that creates a complete, deduplicated record of every customer touchpoint.

API-driven integration with website forms, landing pages, and chatbots
Bidirectional email synchronization with Gmail and Microsoft 365
WhatsApp Business API integration for conversational commerce
Bulk import processors for trade show lists and partner data
Automatic deduplication engine across all source channels
Source attribution tracking for marketing ROI analysis
Outcome: 100% inquiry capture rate vs. 33% industry average
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Predictive Qualification Engine

Replace subjective assessment with algorithmic scoring that identifies high-probability opportunities using configurable business logic and behavioral signals.

Multi-dimensional scoring across demographic, firmographic, and behavioral axes
Customizable qualification criteria aligned to your ideal customer profile
Real-time score updates as new information emerges
Automatic segmentation into engagement tiers (high/medium/low priority)
Lead decay monitoring with aging alerts for stagnant opportunities
Conversion probability calculation based on historical patterns
Outcome: 73% improvement in resource allocation efficiency

Workflow Automation Architecture

Ensure systematic execution through intelligent automation that eliminates manual task management and guarantees consistent follow-up cadences.

Event-triggered task creation based on lead activity and status changes
Multi-channel reminder delivery via email, SMS, and in-app notifications
Customizable nurture sequences with conditional logic branching
Automatic lead assignment based on territory, workload, or skill matching
SLA enforcement with escalation to management for breach conditions
Template library for email, WhatsApp, and proposal generation
Outcome: 94% follow-up completion rate vs. 44% manual baseline
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Visual Pipeline Management

Transform pipeline opacity into complete visibility with customizable stages, drag-and-drop opportunity management, and real-time revenue forecasting.

Configurable pipeline stages matching your unique sales methodology
Kanban-style visual management with drag-and-drop progression
Weighted forecasting based on stage probabilities and deal values
Velocity analytics showing average time-in-stage and bottleneck identification
Win/loss analysis with structured reason codes for continuous improvement
Pipeline health metrics including coverage ratios and conversion rates
Outcome: 47% forecast accuracy improvement quarter-over-quarter
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Business Intelligence Platform

Drive continuous optimization through comprehensive analytics that reveal conversion patterns, identify improvement opportunities, and quantify team performance.

Customizable dashboard builder with drag-and-drop widget configuration
Funnel analysis showing conversion rates between each pipeline stage
Source attribution reporting connecting marketing spend to revenue outcomes
Individual and team performance leaderboards with activity metrics
Trend analysis revealing seasonality patterns and growth trajectories
Export engine supporting Excel, CSV, and PDF for executive reporting
Outcome: Data-driven decisions replacing intuition-based management
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Enterprise Security Framework

Protect sensitive customer data with bank-grade security infrastructure including encryption, access controls, and comprehensive audit capabilities.

AES-256 encryption for data at rest and TLS 1.3 for data in transit
Granular role-based permissions controlling feature and data access
Multi-factor authentication supporting authenticator apps and biometrics
Complete audit logging of all user actions and data modifications
Automated backup with point-in-time recovery capabilities
SOC 2 Type II and ISO 27001 certified infrastructure
Outcome: Zero security incidents across enterprise customer base
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Mobile App for Field Teams

Empower technicians with complete mobility

On-site asset inspections
Upload photos & videos instantly
Update work orders in real-time
Offline mode with auto-sync
Complete audit trail & history
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Real-Time Asset Tracking

Live visibility across your entire portfolio

Real-time tracking across facilities
Movement logs & history
Utilization insights & analytics
Performance & health monitoring
Complete lifecycle visibility

Transform Pre-Sales from Cost Center to Revenue Engine

Schedule a consultation with our sales engineering team to explore how LeadX can deliver measurable conversion improvement for your organization.

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