01
Built for Follow-Ups, Not Just Storage
Purpose-built around making sure follow-ups happen — not just recording that a lead exists.
SourceIO Products — LeadBox
Turn More Leads into Customers
LeadBox tracks every enquiry, reminds your team when to follow up, and makes sure no lead falls through the cracks — so more enquiries actually turn into customers.
Every lead · In one placeTimely reminders ·
Clear ownershipFollow-up history · Visible
LEADBOX / FOLLOW-UP OVERVIEW
NEW
ENQUIRIES
OrganizedFOLLOW-UPS
RemindedLEAD STATUS
Tracked
OrganizedFOLLOW-UPS
RemindedLEAD STATUS
Tracked
The problem it solves
Sound Familiar?
When enquiries arrive through different channels, it is easy for follow-ups to get missed and potential customers to go cold.
01We get enquiries but forget to follow up in time
02Leads are scattered across WhatsApp, calls, and spreadsheets
03We don't know which leads are open or gone cold
04Follow-ups depend on someone remembering — and they forget
05We're losing sales because response is too slow
Every missed follow-up is a lost sale. LeadBox makes sure your team has a clear process to keep every enquiry moving.
How LeadBox works
Simple to Use, Built to Keep You On Top of Every Lead
A simple flow from the first enquiry to the next action and, ultimately, a closed lead.
＋
STEP 01
Lead Comes In
Add a lead manually or capture it automatically from your enquiry sources.
◷
STEP 02
Reminder Gets Set
LeadBox schedules the next follow-up so your team doesn't need manual tracking.
♧
STEP 03
You Get Notified
Your team gets a timely reminder to take action and keep the conversation moving.
✓
STEP 04
Lead Gets Tracked to Close
Log interactions and see where each lead stands through to closure.
LeadBox features
Everything You Need to Never Miss a Follow-Up
Keep lead information, next steps, and team ownership organized in one simple workflow.
▤
Centralized Lead Inbox
Keep leads in one place instead of scattered across WhatsApp, calls, and spreadsheets.
◷
Automated Follow-Up Reminders
LeadBox reminds your team when it is time to follow up, without relying on memory.
◉
Lead Status Tracking
See at a glance which leads are new, in progress, or closed.
↻
Lead Nurturing Workflows
Keep leads warm with structured follow-up sequences instead of one-off reminders.
♙
Team Assignment
Assign leads to team members so responsibility and next actions are clear.
☷
Activity History
Keep a log of interactions so anyone can pick up where the conversation left off.
Meta, WhatsApp, and website-form lead capture are subject to the integrations available in your LeadBox setup. Confirm supported sources before publishing.
Who it's for
Built for Businesses That Can't Afford to Lose a Lead
A clear, reliable way to manage enquiries and follow-ups without a heavy CRM process.
Sales teams handling a high volume of daily enquiries
Businesses tracking leads manually in WhatsApp, notebooks, or spreadsheets
Teams where follow-ups depend on individual memory rather than a system
Growing businesses that need pipeline visibility without a complex CRM
If your team is currently trying to remember who to call back — LeadBox was built for you.
Plans & pricing
Simple Plans, No Surprises
Choose a plan that fits the way your team manages enquiries.
LeadBox Basic
Essential lead management for small teams
₹
9,999
/year
(≈ ₹833/month)
What's Included:
- ✓ Lead Capture & Management
- ✓ Follow-up Tracking & Reminders
- ✓ Lead Status (New, In Progress, Converted, Lost)
- ✓ Lead Assignment
- ✓ Notes & Activity History
- ✓ Basic Reports & Dashboard
- ✓ Up to 5 Users
- ✓ Up to 2,500 Leads
Most Popular
LeadBox Pro
Grow your sales with more control and productivity
₹
19,999
/year
(≈ ₹1,667/month)
Everything in Basic, plus:
- ✓ Up to 10 Users
- ✓ Up to 10,000 Leads
- ✓ Multiple Lead Sources
- ✓ Task & Follow-up Management
- ✓ Advanced Reports & Insights
- ✓ CSV Import / Export
- ✓ Custom Fields
- ✓ Email Support
LeadBox Business
A complete lead management solution for growing businesses
₹
29,999
/year
(≈ ₹2,500/month)
Everything in Pro, plus:
- ✓ Up to 25 Users
- ✓ Unlimited Leads
- ✓ Multiple Sales Pipelines
- ✓ Lead Source & Sales Performance Reports
- ✓ Team Performance Reports
- ✓ Role-Based Access Control
- ✓ API Access (or Integration)
- ✓ Priority Support
Why LeadBox
Why Businesses Choose LeadBox Over Manual Tracking or Generic CRMs
02
Simple to Set Up, Simple to Use
No lengthy onboarding or complex configuration — designed to help your team get started simply.
03
Backed by SourceIO
Built and supported by a team with 10+ years of experience helping businesses address operational gaps.
04
Affordable for Growing Businesses
Designed for small and mid-sized teams that need a practical lead follow-up system.
Product walkthroughs
See LeadBox in Action
Short walkthroughs of LeadBox features — see how it fits into your team's day-to-day follow-up process.
Getting Started with LeadBox
Setting Up Follow-Up Reminders
Tracking Lead Status
Assigning Leads to Your Team
FAQs
Frequently Asked Questions
How long does it take to set up LeadBox?
Setup time was not confirmed in the supplied brief. Contact the team for an estimate based on your users and lead sources.
Do we need any technical knowledge to use it?
No. LeadBox is designed to be simple enough for any team member to use without technical training.
Can LeadBox integrate with WhatsApp and website forms?
Integration capabilities need confirmation. Ask SourceIO which lead sources and integrations are currently supported for your setup.
Is our data secure?
Specific data security, hosting, backup, and access-control policies were not provided. Request the current security details from SourceIO before onboarding.
What's the contract term — can we cancel anytime?
Monthly and annual billing terms and cancellation conditions need confirmation. The applicable terms should be shared before subscribing.
What happens to our data if we cancel?
Data export, retention, and deletion policies were not specified. Confirm the policy with SourceIO before subscribing.
Request a LeadBox demo
See LeadBox in Action — Request Your Free Demo
Tell us a bit about your business, and we'll walk you through exactly how LeadBox fits your team.
✓ See the lead follow-up flow
✓ Explore the features
with
your use case
✓ Find the right plan for your team
