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Sales teams

One lead list for your whole sales team

Everyone scans on their own phone. Every lead lands on one list.

One shared list Sales ManagerYour Company Purchase HeadExample Industries Plant ManagerSample Traders DirectorDemo Exports
9:41 Team Invite member Team members Sales Managersales@example.com+91 98xxx xxx10 Active Sales Executivefield@example.com+91 98xxx xxx10 Active Purchase Headbuying@example.com+91 98xxx xxx10 Active Stall Leadexpo@example.com+91 98xxx xxx10 Invited Home Scan Leads Profile

How does a team get set up?

  1. Invite your team

    The business manager opens Profile, then Invite Members, and enters each person's mobile number and email.

  2. Add a source for each event

    Everyone can then tag the cards they scan with the expo, event or campaign.

  3. Scan and follow up

    Leads land on the shared list. Follow up by WhatsApp, call or email, export to Excel, or send them to ERPNext.

Can my whole sales team share one lead list?

Yes. The business manager opens Profile, then Invite Members, and enters each person's mobile number and email. They join by opening the invitation link and signing in, and the team then works from one shared lead list. Your business's leads are visible to its own members. Team size depends on your plan.

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How do I tag leads by event or source?

Create a source for each expo, event or campaign, and choose it as the active source before you scan.

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Can I follow up on WhatsApp from the app?

Yes. Open a lead in the app and start a WhatsApp message, a call or an email from there.

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Can I export scanned cards to Excel?

Yes. You can download your leads as an Excel file from the app or from your account on the website.

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How do I get scanned cards into ERPNext?

Install the SigzenLEAD - Connector app on your ERPNext site, then connect it once from SigzenLEAD.

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How much does SigzenLEAD cost, and can I start free?

Every new account gets 10 free AI scans, valid for 90 days, with no credit card needed.

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All questions and answers

Bring your team onto one list

Start free, then pay only when your team needs more.

Start free See pricing

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