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Customizable Business
Dashboard & Insights

Design dashboards that fit your business needs.
Track performance, visualize KPIs, and monitor growth with real-time, customizable widgets.

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Widget Customization

WIDGET CUSTOMIZATION

Drag-and-Drop Dashboard Widgets

Build dashboards exactly the way you want using simple drag-and-drop widgets. Choose from charts, tables, counters, progress indicators, and performance summaries.

Customize each widget’s size, position, refresh rate, and data source to match your workflow and decision-making style.

Custom Layouts

Rearrange widgets freely and create layouts tailored to sales, support, marketing, or management roles.

Advanced Visualizations

Visualize data using bar charts, line graphs, pie charts, funnels, and trend indicators.

Real-time Analytics

Real-Time Data & Live Insights

Monitor business activity as it happens with live data streaming directly into your dashboard widgets.

Auto-refreshing components ensure you always have the latest metrics without manual reloads.

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Advanced Dashboard Capabilities

Powerful tools designed to turn raw data into actionable insights

Multiple Views

Role-Based Views

Create different dashboard views for admins, managers, agents, and executives with controlled visibility.

Export Options

Export & Reporting

Export dashboard data to PDF, Excel, or CSV formats for presentations, audits, and reporting.

Collaboration

Sharing & Collaboration

Share dashboards with team members and stakeholders to align everyone around the same data.

Ready to Convert More Leads?

Join thousands of businesses that use LeadX to capture, engage, and convert
more leads with our intelligent lead management platform.

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Client Success Stories

Trusted by Teams who
Grow Faster

Discover how companies across India are using LeadX to unify Sales, Support, and Marketing
and drive measurable business growth

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Ananya Sharma

Project Manager

LeadX streamlined our lead handling completely. With WhatsApp and email automation.
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Rohit Mehta

Sales Director

AI-powered lead scoring helped our sales team prioritize serious buyers and close deals faster.
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Neha Iyer

Marketing Manager

The analytics and reporting tools helped us optimize campaigns and significantly improve ROI.
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Amit Verma

Business Development Head

CRM integrations made LeadX the backbone of our sales operations.
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Pooja Kulkarni

Digital Marketing Lead

Multi-channel automation helped us generate 60% more qualified leads efficiently.
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Sandeep Rao

Operations Manager

Automation workflows reduced manual effort and improved lead follow-up consistency.
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Kavita Desai

Customer Success Head

Support and engagement workflows improved customer satisfaction across channels.
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Arjun Malhotra

Founder

LeadX helped us scale from startup to growth-stage efficiently.
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Rina Patel

Growth Strategist

Real-time analytics gave us the clarity needed to make faster marketing decisions.
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Vikram Singh

Regional Sales Manager

Automated follow-ups and CRM sync ensured no lead was lost across regions.

FAQ

Answers to Your Frequently
Asked Questions

What messaging channels do you support?
Our platform supports WhatsApp (via Meta's Cloud API), Email (SMTP/SendGrid), SMS (Twilio/MSG91), and Voice calls (Twilio/Exotel). All channels can be automated with templates and intelligent responses.
How does the lead capture system work?
You can capture leads through multiple channels including Facebook Lead Ads, website forms, CSV imports, and third-party integrations. All leads are automatically organized with custom fields and segmentation. Learn more about lead management.
What automation features are available?
We offer comprehensive automation including drip campaigns, A/B testing, engagement tracking, auto-response templates, and trigger-based workflows. You can also set up conditional logic and automate lead scoring.
What kind of analytics and reporting do you provide?
Our platform provides detailed analytics including campaign performance, lead source effectiveness, conversion rates, engagement metrics (open, click, reply rates), and comprehensive CRM reporting. Explore our reporting features.
What support options are available if I need help?
We offer 24/7 email support, live chat during business hours, and priority phone support for Enterprise customers. Our knowledge base has extensive documentation, video tutorials, and best practices. We also provide free migration assistance and onboarding sessions.
Is there a mobile app available?
Yes, we offer native mobile apps for both iOS and Android devices. The apps provide access to all core features including lead management, messaging, and analytics. You can receive real-time notifications and respond to leads from anywhere.
How secure is my data?
We use industry-standard encryption (256-bit SSL) for all data transmission and storage. Our infrastructure is hosted on secure AWS servers with regular backups. We're GDPR compliant and never share your data with third parties.
Can I migrate from my current CRM?
Yes, we provide free migration assistance for all paid plans. Our team will help you import your existing leads, contacts, and data from most popular CRM platforms including Salesforce, HubSpot, and others. We also offer custom migration solutions for unique requirements.