Agent Lead Tracker
Track, Assign, and Convert Leads Across Your Agent Network
For field agents to record prospects.
See Agent Lead Tracker In Action
The Agent Lead Tracker by Kriatix gives businesses full visibility into how leads are distributed, followed up, and converted by agents. It centralizes lead flow, ownership, and status so managers always know what’s happening on the ground.
Built for sales-heavy and partner-driven models, it brings accountability, speed, and clarity to lead operations.
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What Is the Agent Lead Tracker?
The Agent Lead Tracker is a centralized dashboard that manages leads assigned to agents across regions or teams. It tracks lead status, follow-ups, outcomes, and agent performance in real time, ensuring no lead is lost or left unattended.
The tracker adapts to different sales structures, agent hierarchies, and lead sources.
Who Is It For?
| Role | How They Benefit |
|---|---|
| Sales Managers | Monitor lead progress and agent activity |
| Field & Channel Agents | Track assigned leads and follow-ups |
| Operations Teams | Ensure fair and timely lead distribution |
| Support Teams | Get visibility into lead status |
| Founders & CXOs | Gain insight into conversion performance |
Key Features
- Centralized agent-wise lead tracking
- Lead assignment and ownership visibility
- Status tracking from new to converted
- Follow-up and activity logs
- Agent performance summaries
- Filters by agent, region, or lead stage
- Export-ready lead and performance reports
Benefits
- Eliminate lead leakage across agents
- Improve follow-up consistency
- Increase lead-to-conversion rates
- Strengthen accountability and ownership
- Get real-time visibility into sales activity
- Scale agent networks without chaos
How It Works
- Capture Leads – Ingest leads from multiple sources
- Assign to Agents – Distribute leads based on rules or regions
- Track Progress – Monitor status and follow-ups
- Review Performance – Analyze agent-wise outcomes
- Optimize Lead Flow – Improve allocation and conversions
Add-ons & Integrations
- Customer Relationship Manager App
- Agent Performance Dashboard
- Notification & Follow-up Reminders
- CRM & Sales Systems
- API access for lead sources
Deployment & Access
- Web and mobile-friendly access
- Cloud or on-premise deployment
- Secure data handling
- Role-based access and permissions
What Our Partners Are Saying
"Company AI-powered interfaces have been praised for their usability ,Through exhaustive research and advanced automation, Kriatix made the application fluid, accessible, and future-ready for all users. The team adapted quickly to deliver complex AI-driven tasks and independently developed creative, detailed solutions. Their AI chatbot services stood out in particular — seamlessly integrating conversational AI that enhanced user engagement and streamlined support."
Amit Kumar
Co-Founder, Venture Transform Strategy Consulting LLP
"Kriatix.ai delivered the AI-powered application on time, leveraging Agile methodology to ensure flexibility and efficiency. The team conducted bi-weekly demos, keeping the project transparent and aligned with our goals. Using Jira, GitHub, and Slack, they maintained flawless communication and streamlined project management.Their integration of AI chatbots for real-time feedback loops accelerated our release cycle by nearly 25% and reduced manual validation efforts by 40%, resulting in a smoother, faster, and higher-quality delivery."
Sumit Kumar
CEO, HImalayan Basket Private Limiteds
"The AI-powered website delivered by Kriatix.ai is both visually appealing and high-performing they built a website that not only impressed us with its sleek design but also outperformed our expectations in speed and functionality. Their team worked as true partners—creative, experienced, and highly attentive to every detail.By integrating AI personalization and intelligent chatbots, the website now adapts to user behavior in real time, leading to a 35% increase in engagement and a 25% reduction in support queries."
Sneha Das
CEO, Ittisa
"Kriatix.ai completed the deliverables with excellence, often going the extra mile by suggesting AI-driven alternatives to our change requests. The workflow was seamless, with the team being timely and proactive in addressing every issue. They set realistic expectations, built intelligent automation into our processes, and delivered results with superb quality.Their AI chatbot integration not only streamlined support but also improved responsiveness, ensuring our users always received accurate and instant assistance."
Gururaj Mahale
Director of Growth Marketing, SYNERGOS
Frequently Asked Questions
Can leads be assigned automatically to agents?
Yes. Lead assignment rules can be configured based on region, load, or criteria.
Can managers track agent performance?
Yes. Agent-wise lead progress and conversion metrics are available.
Are follow-ups tracked per lead?
Yes. All activities and follow-ups are logged per lead.
Can this support large agent networks?
Yes. It is built to scale across distributed agent teams.
Can reports be exported?
Yes. Lead and agent performance reports can be downloaded.
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