← Back to FeaturesFEATURE
Leads & CRM
Capture leads from calls, walk-ins, and WhatsApp — assign follow-ups, track conversion, and win back inactive members.
/gym-software/features/leads-crmBuilt for India-first opsDesigned for retention
Ideal for
- • Gyms running ads or getting high walk-ins
- • Front desk teams that miss follow-ups
- • Owners who want conversion visibility
Outcomes
What improves when you use this feature well.
- Higher conversion with consistent follow-ups
- Clear accountability per staff member
- Less lead leakage from WhatsApp chaos
- Better win-back for inactive members
What you get
Key capabilities included.
- Lead capture: walk-in, call, WhatsApp, referral, ads
- Pipeline stages (New → Contacted → Visited → Trial → Won/Lost)
- Follow-up tasks and reminders (daily list)
- Notes + call outcome logging
- Templates for WhatsApp replies and offers
- Win-back list for inactive/expired members
Key workflows
Clear, repeatable flows so staff doesn’t improvise.
Front-desk: handle a new lead
- 1Create lead (name + phone + source)
- 2Set stage + schedule follow-up
- 3Send WhatsApp template (trial invite / pricing / location)
- 4Log outcome after call/message
- 5Convert lead to member when payment is done
Owner: improve conversion
- 1Track staff-wise follow-up completion rate
- 2See conversion by source (ads vs referral vs walk-in)
- 3Identify bottlenecks (too many leads stuck at ‘Contacted’)
- 4Adjust scripts/offers and measure improvement
Controls & permissions
Stay consistent. Reduce mistakes.
- Role-based edit permissions for lead stages and deletion
- Optional: require reason for marking lead as Lost
- Ownership: leads assigned to staff; manager can reassign
What you can track
Track what matters week to week.
- Lead-to-member conversion rate
- Time-to-first-response (how fast staff contacted leads)
- Stage-wise drop-offs
- Win-back conversion (inactive → active again)
Integrations (now / later)
Connect the feature to your workflow.
- WhatsApp templates and click-to-chat links
- Ad source tagging (UTM capture) — roadmap
FAQ
Common questions owners ask.
Can I track where leads come from?
Yes. Each lead stores a source (walk-in, call, WhatsApp, referral, ads) so you can see performance by channel.
Will staff get a daily follow-up list?
Yes. The system can surface “today’s tasks” so nothing slips through the cracks.