Leads
From enquiry to investor, without a lost follow-up.
Every enquiry gets one owner and one next date. Your RMs see what to call today, owners see the whole pipeline, and nothing lives only in someone's WhatsApp.
Real Spire screens with sample data
A pipeline your team actually updates
Drag a lead between stages on a phone or a laptop. Stages, sources, areas and products are yours to configure.
Today's follow-ups, first thing
Each RM opens Spire to Home: overdue and due-today follow-ups first, next to their client reviews and queries, plus a nudge for leads with no next date.
A timeline on every lead
Calls, notes, stage changes and reassignments are recorded automatically, so a lead never depends on one person's memory.
Draft a lead by talking
RMs dictate a note in Hindi, Gujarati, English or any other Indian language and Spire Saathi drafts the lead for them to check and save.
Linked to existing clients
When a lead is an existing client, link it to their family so the client's history shows the new business too.
The right people see the right leads
RMs see their own, Team Leads see their team, owners see everything — plus RM leaderboards and commission rules.
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