Module 02 of 03 · Lead Management

A CRM built for the
front-line,
not the office.

Capture every lead at the moment of contact — no end-of-day data entry, no leakage. A field-native pipeline that lives where the work happens: on the executive's phone, at the outlet, in 45 seconds.

3.2×
Lead conversion
45s
Capture time
0
Lead leakage
PIPELINE · LIVE
2,847 leads · 5 stages
NEW
1,240
QUALIFIED
874
PROPOSAL
512
NEGOTIATION
298
CLOSED
182
14.7%close rate
3.2×vs last qtr
NEW LEAD · KINI AI
Captured 4m ago
Sharma Distributors
Saket, Delhi · Tier 2 outlet
78
Hot lead
InterestPremium hair care SKU-1428
Volume200 units / month
Kini suggests →Follow up tomorrow, 11 AM
— Five core capabilities

Lead capture as fast
as a phone call.

Designed for sales executives who can't take notes — only photos and quick taps.

Point-of-contact lead capture
FE captures lead in under 45 seconds with photo, contact, requirement, volume and outlet metadata. Works offline; syncs when network returns. Optimised for one-handed phone use.
Configurable pipeline stages
Define stages, mandatory fields and stage-transition rules per organisation. Conversion ratios by FE, zone, product and time period — visible to supervisors live, not at month-end.
AI next-best-action
Kini AI surfaces the next-best lead to revisit based on conversion probability, time-since-contact and stage-stuck risk. Automatic reminders to FEs; missed-follow-up alerts to supervisors.
WhatsApp nurturing
Templates trigger by pipeline stage. Track delivered, read and replied — without leaving the dashboard. Nurture between in-person visits.
Outlet-level lead intelligence
Every lead linked to outlet, beat, FE and product. Cross-reference with Supply Chain stock data to identify highest-value follow-ups.
Powered byKini AI·Lead scoring, next-best-action prompts and conversion-probability ranking for every prospect.
— A lead's journey

From first contact
to closed deal.

10:42 AM
FE captures lead
Retailer asks about new SKU. FE captures lead with photo and volume in 45 seconds.
10:43 AM
Auto-routed
Lead enters pipeline, routed to right supervisor, Kini AI scores 78/100 — Hot.
11:00 AM
WhatsApp template
Stage-triggered template sent. Retailer reads in 8 minutes; reply received.
NEXT DAY
Follow-up + close
Kini AI surfaces lead at top of FE's queue. Order booked on second visit.
— Lead Management FAQs

Questions about field CRM.

Field lead management software lets sales executives capture, qualify and track leads at the moment of customer contact — on their mobile phone, often offline. Unlike traditional desk CRMs, it is designed for the conditions of fieldwork: brief windows, poor connectivity and one-handed phone use.

Under 45 seconds. Kinematic captures the lead with photo, contact, requirement, volume and outlet metadata in a single mobile flow optimised for one-handed use. The lead enters the pipeline immediately and routes to the right supervisor.

Yes. Pipeline stages, qualification fields, mandatory data and stage-transition rules are fully configurable per organisation. Most teams use 5-7 stages from first-contact to closed-won.

Yes. WhatsApp templates trigger automatically by pipeline stage. The platform tracks delivered, read and replied status — without leaving the dashboard. Helps nurture leads between in-person visits.

Kini AI assigns a conversion-probability score to every lead, ranks them by next-best-action, surfaces missed follow-ups and predicts stage-stuck leads at risk of going cold. Teams using Kini AI report 3.2× higher conversion versus their baseline.

Stop losing leads
in your team's notebooks.
— Start the conversation

Ready to see
it in action?

Tell us about your field team and we'll set up a personalised demo — showing exactly how Kinematic maps to your workflows.

01
7-day free trial
Live in 48 hours. No commitment, no card required.
02
200+ field executive deployments
Smaller team? Custom pricing available — talk to sales.
03
sales@kinematicapp.com
Direct line to the founder. Same-day response, always.
Book a demo
No commitment. We'll have you live in 48 hours.