AI Powered
Lead Management Platform
Smarter Lead Management
for Growing Businesses
for Growing Businesses
evoAIDesk is a cloud-based CRM and lead management platform purpose-built for small and growing businesses. Track every lead, automate outreach, monitor your pipeline, and close more deals — all from one clean dashboard.
Zero Infrastructure
Always Up-to-Date
n8n Automation
Multi-user Teams
CSV Import / Export
Pipeline Stages
8
New → Won / Lost
Lead Score
100
Auto-computed
Views
3
Table · Board · List
Automations
6+
One-click actions
Reports
3
Daily · Weekly · Summary
Core Features
Full Lead Database
Capture name, email, phone, LinkedIn, company, job title, industry, source, and notes. Every lead stored securely in the cloud with real-time sync across your team.
Essential for SMBs
One-Click Automation
Send intro emails, proposals, follow-up reminders, WhatsApp messages, and Slack alerts with a single click — your outreach runs automatically in the background.
Saves hours weekly
Automatic Lead Scoring
Every lead is scored 0–100 based on contact completeness, deal value, and pipeline stage. Instantly identify HOT, WARM, or COLD leads.
Prioritise instantly
Drag & Drop Kanban Board
Visualise your pipeline as a Kanban board. Drag cards between stages to update status instantly. See deal value totals per column at a glance.
Visual pipeline
Team Assignment & Tracking
Assign leads by name and email. One-click "Assign to Me" shortcut. Filter by My Leads to see your own queue. Assignment timestamps recorded automatically.
Team accountability
Overdue Follow-up Alerts
Set follow-up dates on any lead. The Overdue filter surfaces all leads with missed dates instantly. Visual overdue tags appear in table and Kanban views.
Never miss a lead
CSV Import & Export
Import leads from any CSV file — column headers matched automatically. Export the current view, selected leads, or your entire database in one click.
Migrate easily
Dashboard Reports
Daily, Weekly, and Summary reports delivered automatically — rendered right in the app. Per-lead Activity Reports and Stage Pipeline breakdowns in one click.
Data-driven decisions
Activity Timeline
Full per-lead activity log — notes, emails, calls, status changes, and automation events recorded with user and timestamp. Add notes directly from the lead panel.
Full audit trail
Pipeline & Lead Scoring
N
New
C
Contacted
DC
Discovery
Q
Qualified
PS
Proposal
NG
Negotiation
W
Won
L
Lost
Lead Score Tiers
HOT60 – 100High-intent — prioritise immediately
WARM35 – 59Showing interest — nurture with follow-ups
COLD0 – 34Early stage — add details to improve score
Scoring factors
Email +10
Phone +15
Company +10
LinkedIn +10
Service +10
Deal value +0–20
Stage Points
New+5
Contacted+15
Discovery Call+25
Qualified+40
Proposal Sent+55
Negotiation+70
Won+100
Lost+0
Automation Actions
Trigger automated actions from any lead's detail panel with a single click. Each action runs in the background and keeps your lead's activity timeline updated automatically.
Send Intro EmailFirst-touch outreachEmail
Send ProposalProposal deliveryEmail
Schedule Follow-UpReminder automationEmail
Remind in 3 DaysNurture sequenceEmail
Send WhatsAppWhatsApp outreachWhatsApp
Notify SlackAlert your teamSlack
Daily ReportAuto-generated digestReport
Weekly ReportPipeline summaryReport
Views & Navigation
Table View
15 leads per page with server-side filtering by status, service, and industry. Bulk select, status change, and export. Jump to any page number directly.
Board View (Kanban)
Drag-and-drop Kanban across all 8 stages. Drag a card to update its status instantly. Each column shows lead count and total deal value. Up to 200 leads per stage.
List View
Compact layout for contact-focused browsing. Shows name, company, assignee, deal value, lead score badge, and status in one row. Click any row to open the lead panel.
Roles & Permissions
Every user in evoAIDesk is assigned one of three roles. Access is enforced at the server level — not just the UI — so permissions are always secure and cannot be bypassed.
admin
manager
agent
| Action | admin | manager | agent |
|---|---|---|---|
| View all leads | ✓ | ✓ | ✓ |
| Add activity notes | ✓ | ✓ | ✓ |
| Create new leads | ✓ | ✓ | ✗ |
| Edit & update leads | ✓ | ✓ | ✗ |
| Move to Trash & Restore | ✓ | ✓ | ✗ |
| Permanently delete leads | ✓ | ✗ | ✗ |
How permissions work
READ
All roles can view leads and the activity timeline, but only within their own workspace. Data is never visible to other organisations.
CREATE
Admin and Manager can add new leads. Agents have read-only access and must ask an admin or manager to create leads on their behalf.
UPDATE
Admin and Manager can edit any lead field — status, assignment, follow-up date — and soft-delete or restore leads via the Trash.
DELETE
Admin only. Permanently removes a lead. This is irreversible. Managers can only soft-delete (move to Trash), not permanently erase.
Configuration & Contact
Configurable Settings
Timezone
All dates and timestamps — follow-ups, created dates, activity logs — display in your local business timezone. Configured per tenant so distributed teams stay aligned.
Currency
Deal values and pipeline totals display in your local currency — INR, USD, GBP, EUR, AED, CAD, and more. Includes smart formatting (₹1.2L, $12K, etc.).
SMTP Email Address
Personalise automated emails so they come from your business address (e.g. hello@yourbusiness.com) — not a generic sender. Fully configurable via SMTP settings per tenant for a professional sender identity on every automation.
Get in touch
Ready to see evoAIDesk in action?
Our team can configure evoAIDesk for your business — custom timezone, currency, sender email, automation workflows, and branded reports. Reach out for a personalised demo or to get your instance set up.
info@evoaiglobal.ai
We also help with: custom automation workflows, pipeline stage setup, multi-team configuration, WhatsApp & Slack integrations, and report template creation.
Why Small Businesses Love It
No Lead Falls Through the Cracks
Overdue follow-up alerts and status tracking ensure every lead gets timely attention, even in a busy solo or small-team setup.
Know Who to Call First
Lead scoring tells you which prospects are hottest. Stop guessing — let the score guide where you spend your limited selling time.
Automate Repetitive Outreach
Send intro emails, proposals, and WhatsApp messages with one click. Your team focuses on closing — not copy-pasting the same messages repeatedly.
Built for Small Teams
Assign leads to team members, track who owns what, and use "My Leads" to see your personal queue. Everyone stays aligned without a complex CRM.
Easy Data Migration
Import existing leads from any CSV in seconds. Column headers are auto-detected — no complex mapping or IT help needed to get started.
Instant Business Intelligence
Daily, weekly, and summary reports give you pipeline visibility without hiring a data analyst. Make informed decisions in minutes.