Lead Management · the field CRM module

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 5 seconds.

3.2×
Lead conversion
5s
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
Free demo · 7-day trial · No card

Capture every lead in 5 seconds. Convert 3.2× more.

  • 5-second point-of-contact capture — offline, one-handed, zero leakage
  • Kini AI lead scoring and next-best-action so no follow-up slips
  • WhatsApp nurturing tracked in-dashboard — live in 48 hours, 7-day free trial
Free demo · 7-day trial · No card
Book your free demo
30 minutes, on your beats and pipeline — live in 48 hours.
Step 1 of 2 · takes 20 seconds
How big is your field team?
The Kinematic platform · 3 modules + AI
You are here 01 Field Force GPS, geo-attendance & beat plans You are here 02 Lead Management Field-native CRM & pipeline You are here 03 Supply Chain DMS, van sales & AI shelf audit You are here AI Kini AI The intelligence layer across all
— Everything in Lead Management

A pipeline that lives
where the deals happen.

Every capability, shown as the field team actually experiences it — capture in seconds, a pipeline that scores itself, and follow-ups that never slip.

01 · Point-of-contact lead capture

A lead, captured before the conversation ends.

Photo, contact, requirement, volume and outlet metadata — in a single one-handed flow that takes under 5 seconds. Works fully offline and syncs the moment signal returns. The lead is in the pipeline before your executive leaves the shop.

  • Under 5 seconds
  • One-handed
  • Works offline
  • Auto-routed
New lead · capture flow 0:00 → 0:05
0s
average capture time, first tap to routed
Photo of outlet + shelf0:01
Contact + requirement0:03
Volume + product interest0:05
Scored & routed to supervisorROUTED
02 · Configurable pipeline stages

Your pipeline, your stages, your rules.

Define stages, mandatory fields and stage-transition rules per organisation — most teams run five to seven, from first contact to closed-won. Conversion ratios by executive, zone, product and period update live, so supervisors coach on today's numbers, not last month's.

  • Custom stages
  • Mandatory fields
  • Transition rules
  • Live conversion %
Pipeline · this quarter 2,847 leads · 5 stages
New
1,240
Qualified
874
Proposal
512
Negotiat.
298
Closed
182
14.7% end-to-end close rate
03 · AI next-best-action

Kini tells each rep who to call next.

Every lead gets a live conversion-probability score. Kini ranks the day's follow-ups by who's most likely to close, flags stage-stuck deals before they go cold, and pings supervisors the moment a follow-up is missed.

  • Conversion scoring
  • Next-best-action
  • Stagnant-lead alerts
  • Missed-follow-up flags
Kini lead score Top follow-up · today
Sharma Distributors — Kini's top-ranked follow-up today. 200 units / month, premium SKU.
  • Call by 11 AM
  • Premium hair care
  • Tier-2 outlet
04 · WhatsApp nurturing

Stay in the conversation between visits.

Stage-triggered WhatsApp templates fire automatically as leads move through the pipeline. Track delivered, read and replied — right inside the dashboard — so no warm lead goes quiet while your rep is three outlets away.

  • Stage-triggered templates
  • Delivered / read / replied
  • In-dashboard tracking
  • No app-switching
Message engagement This week · 1,180 sent
SENT
DELIV
READ
REPLY
Delivered / readReplied
05 · Outlet-level lead intelligence

Every lead knows where it came from.

Each lead is linked to its outlet, beat, executive and product — then cross-referenced with live Supply Chain stock to surface the highest-value follow-ups first. Your pipeline stops being a list and starts being a map.

  • Outlet + beat linked
  • Product-level detail
  • Supply Chain cross-ref
  • Highest-value first
Qualified pipeline value Last 90 days
₹0 Cr
outlet-linked pipeline, ranked by value
90d ago60d30dToday
Powered by Kini AI · Lead scoring, next-best-action prompts and conversion-probability ranking for every prospect — in 22+ Indian languages.
Higher lead conversion vs baseline
With Kini AI
0s
Average lead-capture time
One-handed, offline
0%
Leads captured — zero leakage
No more notebooks
0+
Indian languages supported
Kini AI native
Just shipped · June 2026

A handshake to a CRM lead
in seconds.

Two new releases that cut the friction at both ends of the pipeline — capture at the start, and visibility into the numbers at the end.

NEW · CAPTURE
📇 Scan a card → instant lead
Point your camera at a business card and Kinematic's AI reads it — name, company, title, phone, email — and opens a new lead form already filled in. Just review and save. No more typing contacts from a stack of cards after every meeting.
Name
Rajiv Mehta
Title
Procurement Head
Company
Acme Steel Pvt Ltd
Phone
+91 98765 43210
Email
rajiv@acmesteel.in
NEW · MANAGER TOOLS
📧 Scheduled report digests
Managers can schedule any report — pipeline summary, win/loss, forecast, leads at risk and more — to be emailed to the team automatically, daily, weekly or monthly. Set it once and the right people get the latest figures in their inbox, no manual exports.
Pipeline summary by stage, owner and zone
Win/loss attribution by source and product
Quarterly forecast with conversion-rate trend
Leads at risk: stagnant, unread, or expiring soon
Daily, weekly or monthly cadence — pick recipients per report
— 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 5 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 5 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.

Yes. Kinematic is purpose-built for Indian B2B field teams as a Zoho CRM alternative. Unlike Zoho CRM, Kinematic works fully offline, supports beat plan management, geo-fenced attendance, and 22+ Indian languages via Kini AI. Admin and supervisor seats are always free. Pricing starts at ₹999 per field executive per month — with no separate tools needed for beat plans, DMS or supply chain. See full Zoho CRM comparison →

LeadSquared is strong for inside sales and marketing automation. Kinematic is built for B2B field teams visiting outlets, distributors and agents in the market. Key differences: Kinematic adds beat plan management, offline-first architecture, distributor management and supply chain visibility — capabilities LeadSquared does not offer natively. See full LeadSquared comparison →

Yes. Kinematic is a Salesforce alternative for Indian field operations — FMCG, pharma, banking, retail and logistics. Kinematic deploys in 48 hours (vs 3–6 months for Salesforce), starts at ₹999/FE/month (vs ₹8,000+/user/month for Salesforce Professional), and includes beat plans, offline-first support and supply chain integration that Salesforce requires custom development to replicate. See full Salesforce comparison →

Stop losing leads
in your team's notebooks.
Trusted by India's field teams
Tata Steel Shri Ram Sales BMW Ventures
What customers say

Teams that switched, tell it better.

Earlier I noted leads in a diary at night and half of them were lost. Now I just speak to Kini AI after each visit — the lead is recorded with the outlet and quantity, scored, and my follow-up is set before I've even left the shop. Nothing slips any more.

SRS
Field Sales RepresentativeShri Ram Sales (SRS)

Kinematic's analytics changed how we plan. We see beat coverage, conversion by zone and pipeline health live — so territory and sales strategy decisions are made on this month's data, not last quarter's reports. Reviews that took days now take an hour.

TS
Chief Sales ManagerTata Steel
— 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
s@kinematicapp.com
Direct line to the founder. Same-day response, always.
Book a demo
No commitment. We'll have you live in 48 hours.