Sales teams
Sales Team CRM
Capture. Connect. Convert.
Sales CRM only works if reps know what to do next. C2A gives App Admins a full pipeline and executives a focused assigned queue — with statuses, notes and follow-ups on web and Android.
The problem
Shared WhatsApp groups and personal notebooks hide who owns a lead. Managers cannot coach from real pipeline numbers, and new Meta or Google leads never reach the right rep in time.
How C2A solves it
Inbound leads from live channels enter C2A. Managers assign or auto-distribute. Reps filter New, Contacted and Follow-up, update the record after each call, and keep conversion visible on the dashboard.
Sales team workflow
- Invite staff — Create users under your C2A organisation.
- Connect lead sources — Meta, Google lead forms, RCS and other live channels as needed.
- Assign the queue — Manual assignment or automatic distribution.
- Daily follow-up — Call, WhatsApp, notes, status and next follow-up date.
Key features
- Role-based views — Admins see the workspace; executives see assigned leads.
- Mobile-first actions — Call, WhatsApp or SMS from the lead card.
- Follow-up dates — Surface work that is due today.
- Source-aware pipeline — Know whether a lead came from Meta, Google or RCS.
Benefits
- Less lead leakage across a busy sales floor
- Shared truth instead of personal inboxes
- Managers coach from real statuses and conversion
Inside C2A
Frequently asked questions
Can C2A assign leads to salespeople?
Yes. App Admins assign leads to staff, and automatic distribution is available where configured.
Can sales staff use C2A on mobile?
Yes. Executives get an assigned queue with call, WhatsApp, notes and follow-ups on Android.
How does C2A capture leads?
Connect live channels under Connect — Meta, Google Ads lead forms, RCS and more — then leads flow into team queues.
What is lead management CRM?
A system for capture, ownership, follow-up and conversion — which is what C2A provides for sales teams.
Explore related pages
Ready to capture more leads?
Connect your live channels, assign your sales team, and follow up from one CRM.