Every lead, tracked from campaign to client.

Gaandiva GTM OS is the lead management & workflow tracking system that moves every lead through six accountable stages — Sales, Operations, Team Leads, Agents, QA and MIS — with role-based dashboards and a complete audit trail. No gaps. No manual handoffs. No dropped leads.

Book a demo →See the workflow

role dashboards

lead traceability

dropped leads

gaandiva.com / campaigns / LMS-Gaandiva

Acme Fintech

QA Review

Scored

Northwind SaaS

Agent Entry

In Progress

Zenith Cloud

MIS Verify

Approved

Orbit Labs

Delivered

End-to-end trackingRole-based accessReal-time visibilityClear ownershipClient transparencyComplete audit trailQA quality gateOne-click LHO

Aim. Assign. Deliver.

Bullseye. Every single lead.

keep scrolling — draw the bow ↓

That's the Gaandiva way: one arrow, six checkpoints, zero leads lost between campaign and client.

The pipeline

Six stages. Six owners. One straight arrow.

Each stage must be completed before the next role can act — so every lead has exactly one owner at every moment, from first import to final delivery.

Sales

Create campaign

Spin up a campaign, import lead data and tag the lead source — the single entry point for every lead.

Operations Manager

Assign to Team Leader

New campaigns land on top of the queue. One click assigns ownership to the right Team Leader.

Team Leader

Allocate agents

Move agents from Available to Assigned. Only allocated agents ever see the campaign.

Agent

Add & score leads

Enter lead data, generate the LHO, and mark leads as Scored to push them into the QA queue.

Review quality

Verify every field, then approve, reject or hold. Nothing reaches the client without passing QA.

MIS

Deliver to client

Final verification, then Mark as Delivered — leads appear in the client dashboard in real time.

The platform

Everything a revenue team needs. Nothing it doesn't.

Role-based access, by default

Every role sees only the campaigns assigned to them. Agents can't wander into other pipelines, and ownership is never ambiguous.

Real-time visibility

Status updates from Agents, QA and MIS reflect instantly across every dashboard — including the client's.

QA quality gate

Approved, Rejected or Pending — every lead passes an explicit QA review before it can ever reach a client.

Complete audit trail

Every action on every lead — creation, scoring, QA verdicts, delivery — is logged and traceable. Compliance teams sleep well.

One-click LHO

Generate the Lead Handover Order right from the lead form — complete documentation before anything moves forward.

Client transparency

The moment MIS marks leads as delivered, clients see them live in their own dashboard. No email attachments, no waiting.

Sales & Operations

Launch campaigns, assign ownership in minutes

Sales creates the campaign and imports leads; the Operations Manager assigns it to a Team Leader the moment it appears. Clear handoffs, zero pipeline delays.

Campaign form with lead import & source attribution
New campaigns surface at the top of the Ops queue
Only the assigned Team Leader gains access

New campaign

Campaign name

Q3 Enterprise Outreach

Lead source

Webinar

Leads imported

1,248 ✓

Create Campaign

Agents & QA

Score leads forward, gate them with QA

Agents enter leads, generate the LHO and mark them Scored — the mandatory signal that pushes a lead into QA. QA reviews every field before anything moves on.

“Scored” status routes leads straight to the QA dashboard
One-click Lead Handover Order documentation
Approve / Reject / Pending with notes for corrections

Lead #GA-2417

Scored

CompanyMeridian Systems

ContactPriya Sharma · VP Ops

LHOGenerated ✓

✓ QA ApproveReject

MIS & Client

Deliver verified leads, watch clients see them live

MIS runs the final check and marks leads as delivered. The client dashboard updates in real time — delivery status is final and visible across every dashboard.

Delivery blocked until QA approval is complete
Clients view delivered leads instantly, no exports
Delivery log maintained for reporting & records

MIS · final verification

Acme FintechQA approved ✓

Northwind SaaSQA approved ✓

Zenith CloudQA approved ✓

Mark as Delivered →

“Status updated and leads delivered successfully.”

Why Gaandiva

Spreadsheets drop leads. Pipelines with owners don't.

Leads submitted without a “Scored” status vanish into limbo

Gaandiva makes Scored the mandatory gate — every lead reaches QA, every time

Campaigns sit unassigned while spreadsheets get emailed around

New campaigns surface instantly in the Ops queue for one-click assignment

QA verdicts get lost in chat threads and follow-up calls

Approve / Reject / Pending lives on the lead itself, visible to everyone

Clients wait days for exports to know what was delivered

Delivered leads appear in the client dashboard in real time

“Every lead is tracked from campaign creation all the way to client delivery on a single platform — no gaps, no manual handoffs.”

The Gaandiva operating principle · B2Bindemand

Ready to run your pipeline on rails?

See how Gaandiva GTM OS gives your Sales, Ops, QA and MIS teams one accountable workflow — from the first imported lead to the last delivered one.

Book a demo →Sign in to your dashboard