Lead Management
4 min read
Riafin delivers pre-qualified leads matched to your expertise. Learn how to acquire leads, understand wealth tiers, and manage them through your pipeline to convert prospects into clients.
Lead Sources
Understand the three ways leads are generated: system-matched, unmatched, and meeting-booked prospects.
Learn more →Wealth Tiers
Learn about Retail, Affluent, HNI, and UHNI tiers and how they affect lead pricing.
View tiers →Acquisition Guide
How to buy leads, understand monthly limits, cooling-off periods, and the purchase process.
Read guide →Pipeline Management
Track your leads through the sales pipeline. Update statuses, add notes, and convert prospects into clients.
Manage PipelineHow Lead Management Works
Acquisition
- Browse prospects in marketplace
- Purchase leads via Razorpay
- Retail unmatched may count toward monthly limits
Management
- Track through 6 pipeline stages
- Add notes and comments
- Update lead status via action buttons