A sales CRM built for teams that live in their pipeline — real-time Kanban, SLA-backed follow-ups, and every lead source feeding into one place.
Built for these industries
Not just a Kanban board. The parts of running a sales team that usually get held together with reminders and spreadsheets.
Two-way messaging, automations, and approved templates connected directly to a lead's timeline, on Meta's official WhatsApp Business Platform — not a bolted-on integration.
Ask for a lead by name, status, or agent and get an instant answer — including actions like reassigning it or updating its stage, without leaving the conversation.
Every lead gets a response-time clock the moment it's created, with dashboard counts and notifications the instant one risks breaching — configurable to your team's business hours.
Incoming leads are checked for duplicates automatically, and a follow-up won't get booked into a slot that conflicts with one already on the calendar.
Leads from your website, WhatsApp, Facebook Lead Ads, IndiaMART, and webhooks all land in the same pipeline, tagged by source and deduplicated on the way in.
Copy a won lead straight into a Field Service Management job with customer details and deal info already mapped across — one connected platform, not two disconnected tools.
Every feature below ships in the product today — not on a roadmap.
Drag a lead to a new stage and it updates instantly for the whole team, with follow-up and deal-value prompts built into the move.
Leads arrive automatically from your website, WhatsApp, Facebook Lead Ads, IndiaMART, or a webhook/Zapier-style automation — deduplicated and tagged by source on the way in.
Track companies and the individual people at them separately from leads, so one account can hold multiple contacts and deals without re-entering the same details.
Organize leads and contacts into custom groups and tags for targeted follow-up, filtering, or reporting.
Attach the actual products or services a deal involves to a lead, and see that breakdown roll up into reporting.
Every lead gets a response-time clock, with dashboard counts and notifications the moment something is at risk of breaching, tuned to configurable business hours.
Incoming leads are deduplicated automatically, and follow-ups are checked for scheduling conflicts before they're booked.
A day/week/month view of every scheduled follow-up, two-way synced to Google Calendar with a clear synced-or-not status on each one.
Every status change, assignment, and edited field is logged automatically — who did it and when — on a dedicated history tab for each lead.
Two-way WhatsApp messaging, automations, and approved templates, connected directly to a lead's timeline.
Send email to a lead directly from the product via SMTP or SendGrid, without switching to a separate inbox.
Ask for a lead by name, status, or agent and get an instant answer — including actions like reassigning or updating a stage.
A notification bell surfaces assignment changes, automation failures, subscription warnings, and calendar-sync issues as they happen.
Turn a won lead directly into a Field Service Management job with fields already mapped across — no re-typing customer or deal details.
A guided CSV import wizard for leads and contacts, with per-row error reporting so you can see exactly what didn't import and why.
Overview, Funnel, Sources, Geography, Team, SLA, and Agent Performance reports covering conversion rates, response times, and overdue counts per agent.
Manage internal users and roles, including granting a user access to the Field Service Management product from the same screen.
Currency, phone formats, and address fields adapt to the company's configured country instead of assuming one market.
Leads arrive from your website, WhatsApp, IndiaMART, or a manual entry — deduplicated and tagged by source automatically.
Agents move leads through stages on a live Kanban board, with SLA timers and follow-up reminders keeping everyone on schedule.
Deal values, products, and outcomes roll up into agent and team reports so managers always know where the pipeline stands.
Get a walkthrough tailored to how your team actually works — no generic demo script.
