Pothera LeadX The Smartest Way to Capture, Track & Convert Every Lead

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Asset management software

Your Pre-Sales Engine. Your Sales Pipeline Powerhouse. Your Growth Advantage.


Pothera LeadX is an advanced pre-sales management software designed to help businesses take complete control of their enquiries — from first contact to final conversion. It centralizes every incoming lead, gives your pre-sales and sales teams full visibility, and ensures no lead is ever lost, ignored, or delayed.

Whether you receive enquiries through digital campaigns, website forms, customer calls, WhatsApp, partners, or offline channels, LeadX acts as your intelligent Lead Management System, capturing every detail, tracking every interaction, and ensuring faster closures with higher efficiency.

Why Businesses Choose Pothera LeadX

Bring all enquiries into one organized, intelligent platform. Track where leads come from, what they need, and who should handle them.

Assign leads automatically or manually to sales reps based on skill, product line, region or availability. Improve response speed, accountability, and conversion.

Every lead gets a complete digital profile:

  • Requirement details
  • Follow-up notes
  • Attachments & quotations
  • Past interactions
  • Communication history
  • This creates a true 360° customer view, similar to an enterprise CRM.

See your entire pre-sales funnel in one glance:

  • Hot leads
  • Warm leads
  • Cold leads
  • Missed follow-ups
  • Deals likely to close
  • Perfect for forecasting and performance tracking.

Never forget a call, meeting or demo again. LeadX sends automated reminders through:

  • Email
  • SMS
  • In-app alerts
  • Perfect for teams handling large volumes.

Optimize your week with:

  • Tasks
  • Meetings
  • Follow-ups
  • Priorities
  • Progress checkpoints
  • A built-in Sales Force Automation layer keeps your team aligned and productive.

Attach quotes, proposals, documents, and updated pricing with every lead. Track revisions and approvals easily.

Get real-time visibility into:

  • Lead source performance
  • Agent productivity
  • Conversion trends
  • Pipeline strength
  • Daily/weekly/monthly performance

A complete sales cockpit for management.

Generate reports tailored to your business:

  • Team-wise
  • Region-wise
  • Product-wise
  • Timeline-based
  • Activity-based

Turn insights into action with ease

Fixed asset management software

Key Features Included in Pothera LeadX

  • Lead Generation & Capture
  • Automated Lead Distribution
  • Advanced Weekly Planner
  • Order & Quotation Management
  • Targets & Sales Projection
  • Sales Dashboard & Analytics
  • 360° Customer Profile View
  • Activity Management & Follow-Up Tracker
  • SMS & Email Notification Engine
  • Custom Reports & Performance Insights

Who Is Pothera LeadX For?



Perfect for any organization that receives regular customer enquiries and wants to manage them with precision:

  • IT & Software Companies
  • Manufacturers
  • Service Providers
  • Real Estate
  • Trading & Distribution
  • Education & Training
  • Healthcare
  • B2B and B2C Sales Teams

If your team handles leads, LeadX will amplify their results

Fixed asset management software
Fixed asset management software

What Makes Pothera LeadX Different?



Unlike generic CRMs, LeadX is designed specifically for Pre-Sales Excellence:

  • Faster lead capture
  • Better follow-up discipline
  • Stronger pipeline visibility
  • No missed opportunities
  • Instant analytics for decision-making

LeadX is the perfect blend of CRM, Pre-Sales Automation, and Sales Pipeline Management — all in one powerful platform.

Key Modules of Pothera ERP

Enterprise asset management software

Sales & Distribution Management

Admin - Security

Accounts and Finance Management

POS - Point of Sales

Post Sales CRM

HR and Payroll Management

Quality Management

Job Work / Sub-Contract Management

Inventory Management

Production & Planning Management

Procurement & MRP Management

Pre-Sales CRM Automation

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