🎯 Lead Center

Every Pharma Enquiry in One Pipeline

PCD franchise and third-party manufacturing enquiries arrive from five different places. Lead Center puts them in one list, splits them by division, and classifies each one from the conversation itself.

What is the Allota AI Lead Center?

Lead Center is the single hub for every pharmaceutical enquiry your business receives. It splits leads by division — PCD Pharma Franchise versus Third-Party Manufacturing — captures them from Meta, IndiaMART, your website, manual entry and Excel import, and classifies each as Hot, Warm, Cold or Dead based on what was actually said on the call.

5Lead sources
2Divisions
5,000+Bulk import
AI, from call audioClassification
✓ Live product, running today ✓ Hinglish-ready ✓ Your call audio stays on your Drive
Works with Google Drive· Meta Lead Ads· Instagram· WhatsApp Cloud API· IndiaMART· Marg ERP 9+· Busy· Excel
app.allota.in/admin/leads
All Leads172● Live
PCD Franchise141
Third-Party31
Unassigned0✓ All routed
Lead & ContactCategoryPlatformAssigned RepresentativeCallsStatus
Rajesh S.+91 98XXX XXX44🏢 PCD FranchiseIndiaMARTNaresh K.3🔥 Hot Lead
Meena A.+91 99XXX XXX05🏭 Third-PartyMetaPooja S.2⚡ Warm Lead
Anil M.+91 70XXX XXX81🏢 PCD FranchiseWebsiteKiran R.1❄️ Cold Lead
Suresh P.+91 98XXX XXX23🏭 Third-PartyExcelAmit V.4🔥 Hot Lead
Lead Center — every enquiry, split by division, with source and assigned representative.
⚠️ The problem

Five channels, five inboxes, and no single pipeline

Meta forms go to one person's email. IndiaMART alerts go to a phone. Expo sheets sit in Downloads. Walk-ins get written on paper. By the time anyone compiles a list, the enquiries are a week cold.

📥

Enquiries arrive in five places

Nobody owns the full list, so leads are worked twice or not at all.

🔁

Duplicates multiply

The same distributor enters from IndiaMART, an expo sheet and a phone call as three separate records.

❓

Priority is guesswork

With no quality signal, reps work the newest lead rather than the best one.

🌐 Capture

Five connected sources, one pipeline

Meta Lead Ads and Instagram forms, IndiaMART buyer enquiries, your website forms, manual phone and walk-in entry, and bulk Excel or CSV import. Each arrives tagged with its source so you always know which channel is actually producing.

Every source carries its own auto-assignment rule, so an IndiaMART enquiry routes to the rep who handles franchise conversations without anybody triaging a shared inbox.

  • ✅ Meta — Facebook Lead Ads and Instagram instant forms
  • ✅ IndiaMART — buyer enquiries and PCD franchise intent
  • ✅ Website, manual entry and bulk Excel import
5 sourcesconnected into one pipeline — Meta, IndiaMART, Website, Manual and Excel, each auto-tagged.
See all integrations →
app.allota.in/admin/leads
Lead Sources & Auto-Assignment
SourceStatusInquiriesAuto-assignment
MetaFacebook & Instagram forms● Connected23Assign reps
IndiaMARTBuyer enquiries, PCD intent● Connected271 rep assigned
WebsiteLanding page & contact forms● Connected22Assign reps
ManualPhone, referral, walk-in● Connected57Assign reps
ExcelDirectory & expo uploads● Connected3🛡️ Duplicate protection
Lead Sources & Auto-Assignment — five connected channels, each routing to named representatives.
🏢 Segment

Two divisions that never get confused

PCD Pharma Franchise enquiries are about territory — who wants monopoly rights, for which district, in which division. Third-Party Manufacturing enquiries are about capacity — MOQ, WHO-GMP certification, per-unit pricing.

Lead Center keeps live counts for each, so a manufacturing enquiry never gets worked with a franchise script and your pipeline numbers actually mean something.

  • ✅ Live counts per division
  • ✅ Separate auto-assignment rules
  • ✅ Filterable views by category and platform
PCD Franchise workflow →
📥 Import

Five thousand rows without creating five thousand duplicates

Expo lists, distributor directories and purchased sheets arrive as spreadsheets with thousands of rows and inconsistent phone formatting. Bulk import handles 5,000+ records at a time with automatic phone-number de-duplication.

If a number already exists, the row is matched to the existing lead rather than creating a second record — so call history stays in one place instead of fragmenting across three near-identical entries.

  • ✅ 5,000+ records per upload
  • ✅ Automatic phone de-duplication
  • ✅ Downloadable template and full .xlsx export
5,000+records per Excel upload, de-duplicated by phone number so your database stays usable.

See this running on your own numbers

Twenty minutes, screen shared. We open a real call brief and walk the workspace — no slide deck.

⚖️ Compared

Lead Center vs how it is usually done

SpreadsheetGeneric CRMAllota AI Lead Center
Sources unifiedManual copy-pasteWeb forms onlyFive channels, auto-tagged
Duplicate handlingManual scanningExact-match emailPhone de-duplication on import
Pharma divisionsA column, if rememberedCustom fieldNative — franchise vs third-party
Lead qualityColour codingManual dropdownClassified from call audio
AssignmentVerbal or WhatsAppRound robinPer-source rules to named reps
Call historyNot linkedLogged manuallyEvery call brief attached automatically
📋 At a glance

Lead Center — specification

Connected sourcesMeta · IndiaMART · Website · Manual · Excel
DivisionsPCD Pharma Franchise · Third-Party Manufacturing
Bulk import5,000+ records, .xlsx / .xls / .csv
Duplicate protectionAutomatic phone-number matching
Classification🔥 Hot · ⚡ Warm · ❄️ Cold · 💀 Dead
Per leadSource, category, assigned rep, call count, remarks, status
ExportFull lead book to .xlsx
AssignmentPer-source auto-assign plus bulk manual assignment
🎯 What changes

What changes once every lead lands in one place

🎯

Reps work the best lead, not the newest

Classification from call audio puts genuine commercial intent at the top of the list.

🧹

Your database stops rotting

Duplicate protection means the distributor list stays usable a year from now.

📈

You learn which channel actually pays

Source tagging shows whether IndiaMART or Meta is producing the deals that close.

Why a general CRM struggles with pharma leads

A standard CRM assumes a lead is a web form with an email address. Pharmaceutical enquiries do not behave that way. A distributor calls about monopoly rights for a district. A stockist messages on WhatsApp about a cardiac range. A buyer submits an IndiaMART enquiry that lands as a phone number and nothing else. An expo produces a spreadsheet with four hundred names.

Lead Center was built around that reality. Every enquiry becomes a record with a phone number at its centre, a division, a source, an assigned representative and a call history — regardless of how it arrived.

Two divisions, kept separate

PCD Pharma Franchise enquiries are about territory. Who wants monopoly rights, for which district, in which division. Third-Party Manufacturing enquiries are about production — MOQ, WHO-GMP documentation, per-unit pricing. They need different questions, different follow-up rhythms and different reps.

Lead Center keeps live counts for each so you always know the shape of your pipeline rather than a single undifferentiated total.

Five sources, each with its own assignment rules

  • Meta — Facebook Lead Ads and Instagram instant forms
  • IndiaMART — buyer enquiries and PCD franchise intent
  • Website — landing page, contact and product enquiry forms
  • Manual — phone, referral, walk-in or field sales entry
  • Excel — bulk directory and expo sheet uploads with duplicate protection

Each source can auto-assign to named representatives, so IndiaMART enquiries route to the rep who handles them without anyone triaging a shared inbox.

Classification that comes from the conversation

Most CRMs ask a representative to tag a lead. That tag reflects how the rep feels, not what the customer said. Allota AI scores intent from the call audio itself — a rate list request, a monopoly district enquiry, an order discussion — and assigns Hot, Warm, Cold or Dead automatically, with the reason attached.

❓ Questions

Frequently asked questions

How does Allota AI handle duplicate leads?
Bulk Excel and CSV imports run automatic phone-number de-duplication. If an expo sheet contains a number already in your database, it is matched to the existing lead rather than creating a second record, so call history stays in one place.
Can leads be assigned automatically to representatives?
Yes. Each of the five sources has its own auto-assignment rule. You can route all IndiaMART enquiries to one rep, Meta leads to another, and leave manual entries unassigned for triage.
What happens to leads that go nowhere?
They move to <a href='/features/dead-leads/'>Dead Leads</a>, which keeps the record, the call count and the AI's reason for the loss. Nothing is deleted, and any dead lead can be reactivated in one click when circumstances change.
Keep exploring

Where to next

Put every enquiry in one pipeline

Book a 20-minute demo. We'll walk you through a real call brief, the Lead Center and the AI assistant — on your own numbers.

Chat with us