Comprehensive CRM Features

Everything you need to manage and grow your customer relationships

Lead Management

Track and manage leads efficiently through their entire lifecycle with automated workflows and intelligent scoring.

Deal Tracking

Monitor deals from proposal to closure with customizable pipelines and detailed analytics.

Contact Management

Centralize customer data and interactions for better relationship management and personalized engagement.

Sales Analytics

Get actionable insights with comprehensive reporting and real-time sales performance metrics.

Follow-up Task

Stay organized with integrated follow-up tasks and automated follow-up reminders.

Communication Tools

Seamlessly communicate with customers through integrated email, chat, and notification systems.

Contact Management

Streamline your customer interactions with our powerful contact management system. Keep track of every detail and never miss an opportunity.

360° Customer View

Get a complete overview of customer interactions, history, and preferences in one unified dashboard.

Activity Timeline

Track all customer interactions, meetings, and communications in a chronological timeline.

Smart Categorization

Organize contacts with custom tags, labels, and smart filters for better segmentation.
Contact Management Dashboard

Key Benefits

  • Improved customer relationships
  • Better lead conversion rates
  • Enhanced team collaboration

Sales Pipeline Management

Visualize and optimize your sales process with our intuitive pipeline management system

Deal Stages

Lead Qualification

Initial contact and assessment

Proposal

Solution presentation

Closure

Deal finalization

Pipeline Analytics

Active Deals

247

Conversion Rate

68%

Avg. Deal Size

₹24.5K

Key Features

  • Customizable pipeline stages
  • Real-time deal tracking
  • Advanced forecasting

Create Professional Estimates & Proposals

Generate precise estimates and craft compelling proposals to win more business

Estimates

Automated
  • Customizable Templates
  • Itemized Cost Breakdown
  • Client Approval Tracking
Estimate Dashboard

Proposals

Professional
  • Digital Signature Support
  • Automated Follow-ups
  • Proposal Analytics
Proposal Dashboard

Ready to streamline your business documents?

Create professional estimates and proposals in minutes

Sales Pipeline Management

Optimize Sales Pipelines

Visualize and manage your sales pipelines to streamline deal flow and enhance sales team efficiency.

Lead In
24
New Leads
Qualifying
18
In Progress
Negotiation
12
Active Deals
Closed Won
8
Deals Won

Custom Pipeline Stages

Customize pipeline stages to match your unique sales process and workflow requirements.

Pipeline Analytics

Get detailed insights into pipeline performance and conversion rates at each stage.

Real-Time Updates

Stay informed with real-time pipeline updates and stage transitions tracking.

Powerful Reporting & Analytics

Make data-driven decisions with comprehensive insights and real-time analytics

Revenue Analytics

+24%

Conversion Rates

32%

Lead Sources

1.2k
Website
Social
Referral

Custom Reports

Create personalized reports with custom metrics and KPIs

Visual Analytics

Interactive charts and graphs for better data visualization

Real-time Updates

Live data updates for immediate insights

Export Options

Export reports in multiple formats (PDF, Excel, CSV)

Powerful Integrations

Connect your favorite tools and streamline your workflow with our comprehensive integration ecosystem

Communication Tools

WhatsApp Integration
Available
Mobile App
Available
Telegram Bot
Available

Google Services

Google Calendar
Available
Google Maps
Available

Payment Systems

Razorpay
Available
PayPal
Available

B2B Platforms

IndiaMart
Available
TradeIndia
Available
Security & Integration

Enterprise-Grade Security & Seamless Integration

Robust security measures and flexible integration capabilities to protect your data and enhance workflow efficiency.

Security Features

ISO 27001

ISO 27001 Certified

International security standards compliance

ISO 9001

ISO 9001 Certified

Quality management system certification

Two-Factor Authentication

Enhanced account security

Integration Capabilities

API Integration

Secure API access with comprehensive documentation

500K+ Monthly API Calls

Webhooks

Real-time data synchronization with external systems

99.9% Uptime

Third-Party Integrations

Seamless connection with popular business tools

20+ Integration Partners