CRM Features
Sales & CRM
Lead Management
Capture leads from websites, social media, and offline events automatically. Assign them to sales reps based on region or product interest.
Pipeline Visualization
A drag-and-drop Kanban board to track deals from initial contact to closure. Custom stages to match your unique sales cycle.
Contact Management
360-degree view of your customers, including interaction history, purchase records, and communication logs in one place.
Automation & Workflow
Automated Follow-ups
Set up automated email and WhatsApp follow-ups for new leads or stagnant deals to ensure no opportunity is missed.
Task Reminders
Smart notifications for your team regarding meetings, calls, and pending tasks. Sync with Google and Outlook calendars.
Document Automation
Generate quotes, invoices, and proposals in seconds using pre-built templates and auto-filling customer data.
Finance & Compliance
GST-Ready Billing
Generate GST-compliant invoices with automated tax calculations. Support for CGST, SGST, and IGST based on location.
Expense Tracking
Track business expenses and employee reimbursements. Upload receipts and categorize spending for easier accounting.
Tax Filing Support
Export data directly for GST returns. Maintain audit logs and financial history to stay 100% compliant with local laws.
Analytics & Reporting
Sales Forecasts
Predict future revenue based on current pipeline data and historical performance. Plan your inventory and resources effectively.
Team Performance
Track conversion rates, call logs, and response times for every team member. Reward top performers and identify training needs.
Custom Dashboards
Create your own views with the metrics that matter most to you. Real-time updates ensure you always have the pulse of your business.
Ready to see these features in action?
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