Lead integrations

Every enquiry channel, one inbox.

MaxCore connects to the platforms B2B teams in India and the UAE actually advertise on — via official APIs and webhooks. No more checking five dashboards before your first call of the day.

Social & paid ads
  • Meta Lead Ads

    Facebook & Instagram lead forms via Graph API — instant sync into your inbox.

  • Google Ads

    Lead form extensions & Performance Max leads delivered straight to the CRM.

  • LinkedIn Lead Gen

    Capture B2B enquiries from sponsored content and Lead Gen Forms.

B2B marketplaces
  • IndiaMART

    Buyer enquiries pulled automatically — deduped, scored, and assigned.

  • TradeIndia

    Trade leads from India's second-largest B2B marketplace, same unified inbox.

  • JustDial

    Business listing enquiries routed into MaxCore without manual copy-paste.

Direct & custom
  • Website forms

    Embed or POST to a webhook — every site enquiry lands on the right record.

  • CSV import

    Bulk-upload legacy spreadsheets or event attendee lists in one go.

  • REST API & webhooks

    Connect Zapier, custom landing pages, or your own apps via open APIs.

Every incoming lead is de-duplicated by phone or email, auto-assigned to your sales team, and ready for WhatsApp follow-up — regardless of which platform it came from.

The problem

Seven tools, zero memory.
One missed follow-up later, the deal's gone.

Most B2B teams stitch their day together across seven disconnected surfaces. Customer history lives in someone's head — or someone's phone.

Before MaxCore
Scattered.
  • Leads scattered across Meta, Google, IndiaMART & forms
  • Contacts and account history in spreadsheets
  • WhatsApp chats on personal phones
  • Pipeline deals with no shared view
  • Quotes drafted in Word & Excel
  • Invoices in a separate tool
  • Stock tracked in yet another sheet
With MaxCore
Connected.

Every enquiry, conversation, quote and invoice attaches to the same customer record. Your sales rep, billing exec, and manager see the same story — in real time.

Leads
Contacts
Pipeline
WhatsApp
Quotations
Billing
Inventory
Tasks
Campaigns
The big idea

One natural flow: lead to cash.

Each stage hands off cleanly to the next. You don't have to use every step — but when you do, the data is already there.

01

Enquiry

Every lead channel feeds one inbox — Meta, Google, LinkedIn, IndiaMART, website forms, and CSV imports.

  • Official APIs and webhooks — no copy-paste between dashboards
  • De-duplicated automatically by phone or email
  • Auto-assigned to your sales team on arrival
02

Qualify

Score and prioritise leads from Cold to Scorching so your team calls the right prospects first.

  • Visual heat scoring on every lead record
  • Filter and sort by score, source, or assignee
  • WhatsApp follow-up ready from the same screen
03

Pipeline

Drag deals through your stages on a visual kanban — pipeline value updates in real time.

  • Custom stages that match how your team sells
  • Deal value and expected close date on every card
  • Full activity history attached to each deal
04

Quotation

Create, approve, and send GST-compliant quote PDFs without leaving the lead record.

  • Line items, discounts, and tax calculated automatically
  • Approval workflow before sending to customer
  • PDF generated and ready to share instantly
05

Won

Customer agrees — mark the deal won and trigger the billing handoff in one click.

  • Deal closed with full quote and conversation history
  • Billing team notified automatically
  • Follow-up tasks created for invoice generation
06

Invoice

Raise tax invoices, proforma bills, and credit notes — all GST-compliant and linked to the deal.

  • Tax, proforma, and credit/debit note support
  • Invoice prefixes and numbering per your brand
  • Send to customer via email or WhatsApp
07

Payment

Record payments received and keep inventory in sync — the loop closes without spreadsheets.

  • Partial and full payments tracked per invoice
  • Stock levels updated when goods are sold
  • Receivables and ledger reports stay current
The modules

Twelve focused surfaces.
One connected system.

A purposeful sidebar — every module pulls from the same shared customer record.

Dashboard

Leads today, pipeline value, revenue, overdue tasks.

Leads

One inbox for Meta, Google, marketplaces & every other enquiry.

Contacts & Companies

Master records for every customer and account.

Pipeline

Visual kanban — drag deals through your stages.

WhatsApp Inbox

Two-way chats via the Meta WhatsApp Business API, attached to each lead.

Campaigns

Bulk WhatsApp template messages to filtered audiences.

Workflows

When X happens → do Y. Built-in automation engine.

Quotations

Create, approve, send GST-compliant quote PDFs.

Billing

Tax invoices, proforma, credit/debit notes, payments.

Inventory

Catalogue, stock levels, low-stock alerts.

Reports

Sales register, GST summary, receivables, ledger.

Tasks

Team to-dos tied directly to leads and deals.

Lead 360°

Every conversation, quote and invoice — on the same record.

Click any lead to see overview, deals, documents, full activity timeline and WhatsApp thread — side by side. The heart of the CRM.

  • Lead score: Cold → Warm → Hot → Scorching
  • Linked pipeline deals & documents
  • Complete activity timeline
  • Inline WhatsApp conversation
Lead 360° view
9:41
WhatsApp Inbox
Meta WhatsApp Business API

The channel your customers actually reply on.

Connected directly to the Meta WhatsApp Business API — every message attaches to the lead. Send Meta-approved templates, run broadcast campaigns, and automate follow-ups from your official business number. No more chats lost on someone's personal phone.

  • Official WhatsApp Business number
  • Meta-approved message templates
  • Broadcast campaigns with audience filters
  • Auto-replies via workflows
Automation

The follow-ups happen on their own.

Workflows run in the background. Campaigns reach hundreds in one click. Your team stays focused on the deals that need a human.

Workflows
When this → do that.
New lead arrives → send welcome WhatsApp + create follow-up task
24 hours, no reply → send follow-up template
Lead marked Qualified → notify assigned sales rep
Quotation sent → schedule follow-up reminder
Deal won → create task to raise invoice
Invoice created → notify customer via WhatsApp
Campaigns
Bulk outreach, surgically targeted.

Re-engage cold leads, announce a promotion, or run a quarterly check-in. Pick an audience filter, choose a WhatsApp template, send.

Cold leads · 30+ days1,284
Qualified · no quote318
Won · cross-sell76
India & UAE

Built for how B2B teams in India & the UAE actually run.

Not a Western CRM with a tax checkbox bolted on. Every form, document and integration is shaped for how you sell, quote, and bill in both markets.

India — GST-compliant billing

Tax invoices, proforma, credit/debit notes with HSN, GST split & totals. GSTIN validated on entry.

UAE — VAT-ready invoicing

TRN support, VAT line items, and compliant invoice layouts for UAE operations.

Multi-channel lead sync

Meta, Google, LinkedIn, IndiaMART, TradeIndia & web forms — API-connected, deduped & assigned.

Local currency & numbering

INR or AED, custom prefixes (MC-INV-0001) — configured per deployment.

Bank details on invoices

IFSC for India, IBAN/SWIFT for UAE — printed on every tax invoice.

Exportable tax reports

Sales register & GST/VAT summaries for your accountant, every month.

A day in the life

Built around how your team actually works.

Sales executive
  1. 01
    Check the Dashboard for today's numbers
  2. 02
    Open Leads → work New and Unresponded first
  3. 03
    Click a lead → read history, send WhatsApp, log a note
  4. 04
    Move status to Contacted or Qualified
  5. 05
    Create a Quotation from the lead
  6. 06
    If it progresses → drag through the Pipeline
Billing executive
  1. 01
    Check pending quotations ready to convert
  2. 02
    Create Tax Invoices from won deals
  3. 03
    Record payments received
  4. 04
    Update Inventory for stock sold
  5. 05
    Run Reports for receivables and GST
FAQ

Questions, answered.

Ready when you are

Consolidate your sales stack into one connected system.

See MaxCore CRM in action with your own workflow. We'll walk you through leads, pipeline, WhatsApp, and tax-compliant billing in 30 minutes.