LeadOne AI keeps every lead, unit and payment in one place your whole team shares, so nothing waits in a sheet, gets promised twice or leaves with a rep.
What LeadOne AI does for you at every step, built in from day one, and what the same step looks like with Excel and WhatsApp. Pick a stage to focus on it. The orange marks are where LeadOne AI pulls ahead most.
Meta Lead Ads arrive as leads tagged with the campaign. Reps add leads by voice, by scanning a visiting card or enquiry screenshot, or the office imports Excel and CSV files. Every number is checked for duplicates.
Self-serve Meta connection is rolling out; until then we connect your page with you.
Leads are downloaded and pasted into the sheet by hand, then shared on WhatsApp.
Hot, Warm and Cold, seven sales stages, reminders with quick presets and a My Day list of who to call. One tap to call, WhatsApp or SMS, with a check before contacting DND numbers.
Reminders live in each rep's head, notebook or personal phone.
Schedule the visit from the lead, get a reminder that rings even without signal, and record the outcome and next step on the timeline. Managers see a team task board by person and day.
Visits are fixed on WhatsApp and outcomes reach the sheet when someone updates it.
A stacking plan of every tower and floor, coloured available, booked and sold, on the phone and in HQ. Search a unit by number. Load units from a spreadsheet or let LeadOne AI read your price sheet.
Done by hand in a sheet, with copies on different laptops and phones.
An itemised cost sheet with base price, floor rise, parking, other charges and GST, as a PDF or on WhatsApp, for one unit or several. Discounts above a rep's limit wait for a manager, who approves all, part or none.
Cost sheets are worked out in a spreadsheet and discounts agreed on a call.
Token booking from the phone. A unit can only be booked or sold with its buyer attached, and once booked it shows as booked to everyone.
Marked in the sheet when someone gets to it, and chased on WhatsApp.
Demand letters with GST, your bank details and a UPI link, as one PDF or a ZIP per buyer. A ledger per buyer, ageing from 0–30 to 90+ days, WhatsApp reminders ready to send and a Tally CSV export.
Accounts works out who owes in a sheet and chases on WhatsApp.
Milestones per tower that match your payment plan. Mark one done and LeadOne AI lists every buyer who now owes and raises their demand letters.
Each milestone means going through the sheet buyer by buyer.
Booked revenue, money received and due, and the pipeline on the owner's phone. Stage funnel, sources and leads by rep in HQ, and a leads summary PDF for any date range.
Totals are added up by hand when the owner asks.
Owner, admin, manager and sales rep roles. Hand leads over one by one or in bulk, check attendance, and see every change in the audit log with before and after values.
When a rep leaves, their chats and contacts leave with their phone.
The LeadOne AI app is built for people who sell on site: big touch targets, voice entry in English, Hindi and Marathi, and offline use that syncs when the signal returns.
Live on iPhone. Android is in closed testing.
LeadOne AI reads brochures, price sheets and RERA documents to set up a project, scans cards and screenshots, turns voice into leads and answers questions such as “Who should I call first?”. You review before anything is saved.
The WhatsApp agent that replies to new enquiries is in pilot.
A Lead Ads enquiry on Thursday night, a weekend visit, a unit question, a token and the first slab demand.
The enquiry lands tagged with the campaign and is on the rep's list for the morning.
It waits in Meta's leads centre until someone downloads it and pastes it into the sheet.
Top of My Day. One tap to call, the outcome recorded, the next follow-up set.
The rep calls from a personal phone. The outcome goes into the sheet later, if at all.
A reminder rings on the phone even without signal. The visit is marked done with notes.
Fixed on WhatsApp. The reminder is the rep's own memory.
The stacking plan on the phone shows 704 as available, live.
The rep calls the office, who checks the inventory sheet and calls back.
Booked against the buyer and shown as booked to everyone, so no one else can promise it.
Marked in the sheet when someone gets to it, and announced on the team group.
One click lists every buyer who now owes. Letters come out as a PDF or a ZIP, and the ledger and Tally CSV are ready.
Accounts goes through the sheet buyer by buyer, writes each letter and chases on WhatsApp.
Moving is an import and a review, not a project. Your brochure sets up the inventory, Meta leads start flowing in, and the team is invited by role. Nothing is deleted from Excel and WhatsApp, so you can move one project at a time.
Import the .xlsx or .csv on the phone or in LeadOne AI HQ. Messy headers are fine; you map them once, and repeated numbers are flagged.
Upload the brochure and price sheet. LeadOne AI reads the towers, floors and units for you to review, then you mark what's already booked.
Link your Facebook page so new form fills skip the spreadsheet entirely. During the roll-out we connect it with you.
Invite each rep by email or SMS. From now on leads and notes stay with the company.
Reps still WhatsApp buyers, in one tap from the lead, and every contact lands on the timeline.
hello@leadoneai.com
Android: coming soon to Google Play