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.
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
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
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
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
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
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
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
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
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
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
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
Greetings
Send personalised birthday, anniversary, and festival greetings to customers automatically.
- Birthday messages
- Festival greetings
- WhatsApp & SMS
- Custom templates
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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