Alive CRM Features
Everything You Need to Capture and Manage Leads
Lead capture, auto-assignment, a drag-and-drop pipeline, follow-up reminders, project/product catalogs, team roles, and built-in reporting — all in one CRM.
Capture & Route
Every Lead Lands Somewhere, Then Goes to Someone
Lead Management
Every enquiry lands in one unified dashboard, whatever channel it came from.
- Centralized lead records with full activity history
- Multi-channel source tracking on every record
- Custom, company-defined pipeline statuses
- Contextual notes attached directly to the lead
Auto Assignment
When a form is submitted, AliveCRM assigns it and notifies the right rep automatically.
- Round-robin distribution across the team
- Logic-based department/role routing rules
- Manual reassignment when you need to override
- Instant in-app notification to the assignee
Sunrise Residency
Skyline Builders
Projects, Products & Services
Built for Real Estate Catalogs — Flexible Enough for Any Team
Real estate teams track every property as a Project — location, builder, category, and every lead it generates. Product and service businesses use the exact same system for their own catalog.
- Track location, builder/vendor, and category per project
- Assign a team to each project, product, or service
- Filter, bulk-manage, and export your catalog to PDF
- Route web forms and leads straight to a specific entry
- A dedicated report breaks down leads and status per project
Form Builder
Deploy a Lead Capture Form in Minutes
Build a branded web-to-lead form with a drag-and-drop editor, embed it on your site with one script tag, and every submission lands straight in your pipeline.
- Intuitive drag-and-drop field builder
- Seamless one-snippet website embedding
- Custom fields per form
- Route submissions to a specific project, product, or service
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Sales Pipeline
See Every Opportunity Move Toward Revenue
A drag-and-drop Kanban board with your own statuses. Columns below reflect AliveCRM's defaults — every company can rename or reorder them, and filter the board by project, product, or service.
Website Form
Referral
Google Ads
Website Form
Manual Entry
Referral
Today
Follow-Ups & Alerts
The Next Action Should Never Be Unclear
Set a reminder once and let AliveCRM keep you on schedule — overdue items surface on their own, so nothing is missed.
- Set a reminder date, time, and note on any lead
- Overdue reminders surface on the dashboard automatically
- Notify the assignee, the creator, or both
- Every follow-up stays linked to the lead's full history
Reports & Analytics
Know What Is Happening Before the Month Ends
Built-in dashboards for pipeline, source, and rep performance, plus dedicated Project and Product/Service reports — every one exportable to PDF or CSV. Figures below are illustrative sample data.
New Leads
0
Won Value
0L
Conversion Rate
0%
Active Users
0
Leads by Source
Top Sales Reps
Team, Roles & Permissions
Control Exactly Who Sees and Does What
Invite your team, assign a role, and every module — leads, projects, reports, settings — respects that role's permissions.
- Custom roles with granular, module-level permissions
- Invite, edit, and deactivate team members anytime
- Every create, edit, and delete is logged for audit
- Assign users to leads, projects, products, and services
Roles
Also Built In
Everything Else You'd Expect From a CRM
Notifications
An in-app notification center keeps every user on top of new leads, assignments, and reminders.
Support Tickets
An internal ticketing system with threaded replies, so issues get raised and resolved in one place.
Calendar & Events
A shared company calendar for scheduling and tracking events alongside your lead follow-ups.
CSV Import
Bring an existing spreadsheet of leads in with a guided import template — no manual re-entry.
PDF & CSV Export
Export leads, projects, users, and reports whenever you need data outside the CRM.
Plans & Billing
Subscription plans with usage limits per feature, and secure online payments through Cashfree.
Go Deeper
Explore Every Feature in Depth
Each feature has its own page with how it works, what you get, and where it fits your workflow.
Ready to Put All of This to Work?
Set up AliveCRM and start capturing, assigning, and tracking leads today.