Features

Every Tool Your Team Needs to Close More Deals

Built specifically for Indian sales teams — every feature solves a real problem your team faces every day.

12 powerful features included

Lead Management

Capture leads from every source — IndiaMart, Facebook, Google Ads — and manage them all in one pipeline.

  • Multi-source lead capture
  • Lead status tracking
  • Auto-assignment rules
  • Duplicate detection
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Task Management

Create, assign, and track tasks for every lead. Set due dates, priorities, and get reminded before anything slips.

  • Task assignment
  • Priority levels
  • Due date tracking
  • Linked to leads
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Customer Reminders & Meetings

Never miss a follow-up call, meeting, or renewal. Set smart reminders that notify your team via WhatsApp.

  • WhatsApp reminders
  • Meeting scheduling
  • Birthday alerts
  • Renewal notifications
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Notes Management

Keep detailed notes on every customer interaction. Attach notes to leads so your team always has context.

  • Rich text notes
  • Attached to leads
  • Searchable history
  • Timestamped entries
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Live Chat

Chat with website visitors in real time and convert them to leads instantly. Every chat is logged in the CRM.

  • Real-time chat
  • Auto lead creation
  • Chat history
  • Team inbox
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Calendar

A unified calendar showing all your team's follow-ups, meetings, and tasks.

  • Team-wide view
  • Follow-up scheduling
  • Meeting blocks
  • Daily & weekly views
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Staff Management

Add team members, assign roles, and control who can see and do what in the CRM.

  • Role-based permissions
  • Activity tracking
  • Performance reports
  • Lead assignment rules
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Target Management

Set monthly, quarterly, or annual targets for your sales team. Track progress in real time.

  • Individual & team targets
  • Progress dashboards
  • Target vs actual
  • Period comparisons
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Campaign & Channels

Run targeted campaigns across channels and measure which campaigns bring the best leads.

  • Multi-channel campaigns
  • Lead source attribution
  • Campaign ROI
  • Conversion analytics
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Service Management

Track post-sale service requests and support tickets. Keep customers happy after the deal closes.

  • Service ticket tracking
  • SLA management
  • Customer satisfaction
  • Team assignment
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Integrations

Connect with 13+ lead sources including IndiaMart, Facebook, 99acres, Housing, and your WordPress site.

  • 13+ integrations
  • Auto lead import
  • Real-time sync
  • Zero manual entry
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Greetings

Send personalised birthday, anniversary, and festival greetings to customers automatically.

  • Birthday messages
  • Festival greetings
  • WhatsApp & SMS
  • Custom templates
Learn more

Ready to See These Features in Action?

Book a free demo and we'll walk you through everything your team needs.

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