Every screen your sales team actually uses.
Not a features list. Fourteen modules, organized the way a sales floor actually works — from the first lead to the signed quotation.
Never miss a lead, from any source.
No lead sits unclaimed
Round-robin queue puts every new lead in front of a rep within seconds.
- Round-robin auto-assignment across your team
- Duplicate detection across phone, email & source
- Lead scoring by source, budget and engagement
- Full activity timeline per lead
- Bulk import from CSV/Excel with field mapping
- SLA timers with escalation alerts
- Custom lead statuses per business type
Never miss a paid lead
IndiaMART, JustDial and Facebook leads sync automatically — no manual downloads.
- Native IndiaMART Seller Panel sync
- JustDial lead auto-capture
- Facebook & Instagram Lead Ads sync
- Google Ads lead form connector
- Real-time sync — leads appear in seconds
- Source-wise cost & conversion tracking
Qualifies leads while you sleep
A website chatbot that asks the right questions before handing off to a human.
- 24/7 website chat widget
- Auto-qualifies leads with smart questions
- Hands off to a human agent seamlessly
- Trained on your product catalog & FAQs
- Captures contact details before first reply
Reach them where they already reply.
Segment, send, track
Bulk email without the bounce-and-spam headache.
- Drag-and-drop template builder
- Segment-based sending
- Open/click/bounce tracking
- A/B subject line testing
- Automated drip sequences
- Unsubscribe & compliance management
DLT-compliant, by default
Registered sender IDs and pre-approved templates, built in.
- DLT-registered sender IDs built in
- Template pre-approval workflow
- Scheduled & triggered sends
- Delivery reports in real time
- Opt-out handling per TRAI guidelines
Your highest-reply channel
Official Meta API. Shared inbox. Zero grey-market ban risk.
- Official Meta WhatsApp Business API
- Shared team inbox with assignment
- Approved template broadcasts with read receipts
- Round-robin agent routing
- Automated order & payment reminders
- Catalog sharing inside chat
- Chat-to-lead auto capture
From verbal yes to signed quotation.
See the floor at a glance
A visual Kanban pipeline that tells you exactly what’s stuck and why.
- Visual Kanban pipeline by stage
- Custom pipelines per product line or branch
- Win/loss reason tracking
- Forecast rollups by owner and stage
- Deal aging & stuck-deal alerts
- Multi-currency support
- Activity reminders tied to deal stage
Close faster
Versioned, GST-correct quotes with digital signature and payment links.
- GST-correct quotations with HSN/SAC codes
- Versioned quotes with approval workflow
- Digital signature capture
- Branded PDF export
- Razorpay/Cashfree payment links inside quotes
- Auto-convert accepted quotes to invoices
Keep customers after you win them.
One inbox, every channel
Email, chat and WhatsApp support in a single queue with SLAs.
- Unified inbox for email, chat and WhatsApp support
- SLA-based priority queues
- Internal notes & @mentions
- Customer satisfaction (CSAT) surveys
- Knowledge base for self-serve answers
- Ticket-to-deal linking for upsell context
Everything a sales manager needs to see.
See everything
KPI tiles, trend charts and source breakdown, updated live.
- Real-time KPI tiles for leads, deals and revenue
- Source-wise conversion breakdown
- Team & individual leaderboards
- Custom report builder
- Scheduled report emails
- Branch/territory-wise rollups
- Exportable to XLSX/CSV
One profile per customer
Every call, chat and quote against a single unified contact.
- Unified contact profile across every channel
- Custom fields per industry
- Saved dynamic segments
- Tagging & list management
- Duplicate merge tools
- Bulk actions with role-based restrictions
Set it up once
No-code workflows that assign, notify and nurture automatically.
- No-code workflow builder
- Trigger-based automations (stage change, time delay, form submit)
- Auto-assignment rules
- Multi-step nurture sequences
- Webhook actions to external systems
Nothing falls through
Calls, meetings and site visits, auto-logged and reminded.
- Shared team calendar view
- Auto-logged calls, meetings and site visits
- Smart reminders synced to mobile
- Recurring task templates
- Google Calendar two-way sync
One source of truth
Brochures and catalogs your whole team can find and share.
- Central brochure & catalog storage
- Shareable product-sheet links with view tracking
- Version control for marketing collateral
- Role-based access to sensitive files
See all 14 modules on your own data.
30-minute demo, your lead sources, your stages, your WhatsApp number.