Lead Management
Capture and import leads via CSV, assign to BDEs or account managers, and track status and priority in one place.
A Consumer Sketch product
AlignStrategy.AchieveResults.
From first lead to final invoice — one platform, full clarity. Align Pro unifies lead management, project delivery, follow-ups, billing reminders and team permissions in a single multi-organisation workspace.
No credit card required · Set up your organisation in minutes
Total Leads
0
Ongoing Projects
0
Upcoming Follow-ups
0
Recent Leads
Acme CorpRiya MenonConfirmed
Clark Britt CoGenevieve HicksOpen
Rich Frank Assoc.Lila CarrNew
CS Web TechDuncan BarberConfirmed
Reminder
Send proposal — Acme Corp
Today · 4:00 PM
Billing
2 invoices pending
Trusted by growing teams and agencies
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The everyday chaos
Your operations shouldn't live in ten different tabs
Leads scattered across spreadsheets
Follow-ups missed, deals lost
Projects disconnected from the sales pipeline
Invoice reminders falling through the cracks
The aligned way
Everything in one workspace
- One pipeline from lead to invoice
- Reminders that never slip
- Projects born from won deals
- Billing cycles on autopilot
Platform
Everything your revenue and delivery teams need
Six connected modules that replace the spreadsheets, sticky notes and follow-up guesswork.
Smart Follow-Ups
Never miss a touchpoint. To-do lists, scheduled reminders and today/upcoming/past views keep every deal warm.
Project Lifecycle
Convert won leads into projects, then track status, scope changes, deadlines and documents end to end.
Billing & Invoices
Recurring billing cycles, invoice date tracking and automatic payment reminders so revenue never stalls.
Role-Based Access
Granular create, edit, view and delete permissions per module — leads, projects, billing, users and more.
Multi-Organisation
One account, multiple organisations. Package subscriptions and instant org switching for agencies and groups.
How it works
Three steps from first contact to paid invoice
1
Capture Leads
Import a CSV or create leads manually, then assign owners across your team in seconds.
2
Nurture & Convert
Log follow-ups, track status and priority, and convert a won lead straight into a project.
3
Deliver & Bill
Run delivery, trigger reminders, and keep billing cycles and invoices moving on schedule.
Live preview
One screen, the whole business
Real-time KPIs, recent activity, reminders and billing — all in a single view.
Total Leads
0
Ongoing Projects
0
Upcoming Follow-ups
0
Recent Leads
Acme CorpRiya MenonConfirmed
Clark Britt CoGenevieve HicksOpen
Rich Frank Assoc.Lila CarrNew
CS Web TechDuncan BarberConfirmed
Reminder
Send proposal — Acme Corp
Today · 4:00 PM
Billing
2 invoices pending
Testimonials
Teams that got aligned
“We stopped losing deals in spreadsheets. Every lead has an owner, a next step and a date — our close rate went up within a quarter.”
Pricing
Simple packages that scale with your org
Choose a plan that fits your team. Pay once to activate your organisation workspace.
Starter
For small teams getting their pipeline in order.
₹1,499per org / month
- Up to 5 users
- Lead & follow-up management
- Basic reminders
- 1 organisation
Most popular
Professional
For agencies running sales and delivery together.
₹3,999per org / month
- Up to 25 users
- Projects & lifecycle tracking
- Recurring billing & invoices
- Role-based permissions
Enterprise
For groups managing multiple organisations.
Customtalk to us
- Unlimited users
- Multi-organisation switching
- Custom packages & modules
- Priority support
Contact Us
Schedule a demo with our team
Fill in your details and pick a convenient time. We'll walk you through Align Pro.
Ready to Align Your Team's Workflow?
Start managing leads, projects, and billing in one place.
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