Lead Opal
Best CRM for B2B Services Provider

Every enquiry qualified, every proposal followed up

Service businesses win work on responsiveness and trust. Lead Opal captures enquiries from your site, ads and referrals, helps you qualify and route them, and keeps proposals moving with scheduled follow-up on WhatsApp and email.

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Website and ad enquiriesProposal follow-up
Everyenquiry with an owner and a next step
Scheduledproposal follow-up
By sourcereporting on what wins work

The services buying journey

An enquiry from a referral or an ad, then a discovery call, then a scoped proposal, then a few rounds of questions, then a decision. Deals are lost in the gap between the proposal and the decision.

  • Enquiry qualified and routed
  • Discovery call booked
  • Proposal tracked as a stage
  • Follow-up until a yes or no
Enquiry qualified and routedDiscovery call booked
How it fits together

What each part of Lead Opal does for a services firm

The pieces that turn enquiries into signed work.

Form builder

Put a qualifying enquiry form on your site that feeds straight into the pipeline with the answers attached.

Automation builder

Book discovery calls, send proposal reminders, and nurture enquiries that are not ready yet.

Email marketing

Stay in front of past enquiries and clients with updates from your own domain.

Dashboard and analytics

See which sources and services produce enquiries that turn into signed work.

How a week looks for a services team

  1. Qualify and route

    New enquiries from the site and ads are checked against your form answers and routed to the right person.

  2. Calls and proposals

    Discovery calls and proposals are tracked as pipeline stages, each with a reminder.

  3. Keep it moving

    Automations follow up on open proposals and re-engage older enquiries, so the pipeline never stalls.

Ready to stop losing leads?

See Lead Opal running on your own IndiaMART, TradeIndia and JustDial enquiries. We usually reply within one business day.

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FAQ

Frequently asked questions

Everything Lead Opal teams ask before they get started.

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Fill in your details and our team will reach out within 24 hours to schedule your personalised walkthrough.

Prefer WhatsApp?

Send us a message directly and we’ll set up your account in minutes.

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  • Free onboarding assistance
  • No credit card required
  • Import your leads from Excel
  • 24-hour support response
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