Lead management
A single, searchable view of every lead with custom fields, stages, sub-stages, tags and a complete activity timeline.
- Excel import with validation
- Saved views & quick filters
- Duplicate detection
Custin brings your leads, sales team, calls and follow-ups into one place. Capture enquiries from every source, route them to the right person, call from your phone in one click and let automations handle the next step — whatever you sell.
One CRM, configured for how your business sells
From the moment a lead arrives to the day it converts — capture, assign, call, follow up, measure and repeat.
A single, searchable view of every lead with custom fields, stages, sub-stages, tags and a complete activity timeline.
Click any number and your phone dials. Incoming, outgoing and missed calls are logged against the right lead automatically.
Design workflows visually with triggers, conditions, waits and actions — and let them run for every lead.
Guide reps through the right steps with dynamic forms: conditional fields, multi-step processes and stage changes with reasons.
Know who is working and where. Reps check in and out from web or phone, with location, before they start.
Send targeted email campaigns to any segment of your leads, built from the same filters your team already uses.
Protect your pipeline: lock leads to an owner or team, flag duplicates already shared with a partner, and record every hand-off.
Decide exactly who sees what. Mask phone numbers and emails by role while still letting reps call — every reveal is audited.
See source performance, stage movement, conversion, calls and team productivity for any date range, and export to CSV.
Stop losing leads across spreadsheets, chat groups and inboxes. Custin gathers them in one place, catches duplicates and hands each one to the right person in seconds.
Draw the process once and Custin runs it for every lead — who gets it, what happens next, and when to check back.
The Custin Android app keeps sales reps productive on the road and in the office, and keeps the CRM in sync with real conversations.
Build the stages your business actually uses, capture the reason for every move, and see where leads stall — by source, team or rep.
Custom fields, stages, forms and automations mean one platform adapts to very different sales processes.
Site-visit follow-ups, broker and channel partners, project-wise pipelines and lead locking.
Enquiry to admission tracking, counsellor calling, document stages and partner institutions.
Application stages, document collection, branch routing and masked customer data.
Renewal follow-ups, agent distribution, policy stages and call-based selling.
Patient enquiries, appointment follow-ups and treatment-plan pipelines.
Test-drive requests, showroom walk-ins, dealer routing and quick follow-up calls.
Package enquiries, quote follow-ups and seasonal campaign outreach.
Account pipelines, proposals, field sales visits and team performance.
A clean interface reps actually use, on web and Android.
Fields, stages, forms, roles and automations — set up without developers.
Role-based data scopes, field masking and a complete audit trail.
Features like lead locking are configured per client need, and new capabilities are added as your process evolves.
No long implementation project. Bring your existing leads and your team can start calling the same afternoon.
Set up stages, lead sources, custom fields and forms for your business.
Upload your Excel sheet. Custin validates every row and flags duplicates.
Create users with roles, teams, data access and check-in rules.
Share the download link. Reps sign in with their CRM login and start calling.
Your CRM lives at crm.custin.in. Sign in on the web, or install the Android app and log in with the same email and password.
Any business that works with leads and a sales team — real estate, education, financial services, insurance, healthcare, automotive, travel, B2B services and more. Fields, stages, forms and automations are all configurable.
Go to crm.custin.in and sign in with the email and password your administrator created. Forgot it? Use "Forgot password" on the login page.
Open crm.custin.in/get-app on your phone, download the app and allow installing from your browser when Android asks. Then sign in with your CRM login and allow the phone permissions.
Google Play only allows call-log access for default dialler apps. To track calls automatically, the Custin app is installed directly from your CRM instead.
Yes. The number goes straight to the phone's dialler without being shown in the CRM, so customer data stays private while your team keeps calling.
Yes. Lead locking, stages, forms, roles and automations are configured to each client's needs, and new capabilities can be added as your process grows.