Recover outstanding, convert leads & follow up without missing anyone
Garxly's Lead Management module tracks customers and suppliers in separate Credit and Debit tabs — with live outstanding balances, overdue days, priority scoring, and scheduled follow-ups connected directly to your ERP data.
Customers and suppliers on separate dashboards
The Credit tab manages customer receivables. The Debit tab manages supplier payables. Each has its own stat cards, filters, and sorted table — no mixing of who owes whom.
Every feature built around the next call
Priority Scoring
Leads are automatically classified as Critical, High, Medium, or Low based on outstanding amount, overdue days, and inactivity. Colour-coded badges make the priority visible at a glance.
Value Segmentation
Each lead is tagged High, Medium, or Low value segment. Segment icons and the sortable Segment column let teams focus on the right tier first.
Overdue Day Counter
A live Overdue column shows how many days the party balance has been outstanding — sortable descending by default to surface the worst first.
Follow-Up Scheduler
Log follow-ups with outcome, notes, and next follow-up date. A one-click filter shows only parties due for a call today.
Live Outstanding Balance
Outstanding is pulled live from the parties table — not a stale snapshot. Customer tabs show receivables; supplier tabs show payables.
Party Ledger Integration
Click any party name to open their full ledger in a new tab — every sale, purchase, payment, and return, with a View Details link to the source document.
Sortable Table + Kanban
Switch between a sortable table view and a Kanban board (New → Contacted → Converted / Lost). Both respect the active Credit or Debit tab.
Lead Detail Drawer
Open a slide-in drawer with the party profile, follow-up history, and the last 20 invoices or purchase bills — without leaving the leads list page.
Lead Categories & Status
Categorise as Retention, Recovery, Reactivation, or Cold. Set status to New, Contacted, Converted, or Lost with an inline dropdown — no page reload required.
Stop losing overdue collections to spreadsheets and memory
Garxly's Lead Management connects your CRM follow-up directly to live balances, transaction history, and party ledgers — no extra tool, no extra login.