OMA TECH SOLUTIONS delivers enterprise-grade software products and bespoke IT engineering for schools, hospitals, microfinance institutions, and growing businesses.

Contact Details

Berhampore & Saikhpara, Murshidabad, West Bengal, India

CRM and Sales Lead Automation Dashboard

Convert More Inquiries into Paying Customers with Smart CRM

Never lose another sales lead. Capture prospects from all digital channels, automate WhatsApp follow-ups, and empower your sales team with visual deal pipelines built by OMA TECH SOLUTIONS.

For modern sales teams, real estate developers, educational institutes, and B2B enterprises, response time is everything. Our CRM & Lead Automation system captures inquiries instantly from Facebook Ads, Google Search, your website, IndiaMART, and incoming WhatsApp messages. It assigns leads to sales representatives automatically, triggers instant welcome messages, and schedules follow-up reminders so deals never go cold.

Key Features & Modules

  • Instant Multi-Channel Lead Ingestion: Sync leads in real time from Facebook & Instagram Lead Ads, Google Ads, website inquiry forms, IndiaMART, Justdial, and incoming phone calls.
  • Automated WhatsApp Business Integration: Send automated welcome greetings, share product PDF brochures instantly, and chat with leads directly from your CRM inbox.
  • Visual Kanban Deal Pipeline: Drag-and-drop lead stages (New, Contacted, Meeting Scheduled, Proposal Sent, Won/Lost) with deal value weighting.
  • Round-Robin Lead Assignment & Notifications: Automatic rotation between sales agents to ensure equal opportunity and rapid 5-minute response times.
  • Quotations & Commercial Proposals: Generate professional PDF price estimates with GST line items, discounts, terms, and digital tracking.
  • Sales Executive Performance & Call Logs: Monitor calls dialed, meeting counts, conversion velocity, and revenue achieved per sales rep.

Measurable Growth Impact

+42% Conversion Rate

Instant automated WhatsApp replies and scheduled follow-up notifications turn warm leads into signed clients faster.

Zero Lead Leakage

Every single ad click or phone inquiry is automatically registered and assigned, leaving no prospect forgotten.

Customer Data Protection

Data masking options prevent sales executives from exporting or misusing client contact lists.

Frequently Asked Questions

Yes. We integrate with the Meta WhatsApp Cloud API / BSP providers. You can send approved message templates, interactive button menus, and conduct 2-way live conversations from our central team dashboard with your green-tick verified number.

Our CRM includes strict role-based access control. You can disable Excel export permissions for sales reps and mask sensitive phone numbers. When a representative leaves, their entire pipeline can be transferred to a new agent in 1 click.

Yes. The CRM captures campaign parameters (UTM source, campaign name, ad creative ID) automatically for every inquiry. You can see precisely how much revenue was closed from each ad campaign.

Yes. The platform is 100% responsive and accessible on mobile browsers and Android apps, allowing reps to update lead status, record meeting notes, and dial leads with a single tap.

Ready to Supercharge Your Sales Pipeline?

Get a custom-configured CRM tailored to your sales process within 48 hours. Connect with our automation engineers now.