CRM
Every Customer, One View
Unite your entire customer journey in one powerful platform. From first contact to lasting loyalty, CRM delivers 12 core modules covering sales, support, omnichannel messaging, telephony, and AI-powered analytics — with 140+ granular permissions and white-label readiness.
Key Features
Everything you need
Customer 360°
Complete customer profile with interaction history across all touchpoints
Lead Pipeline
Visual Kanban pipeline for lead management with stage tracking
Deal Management
POC tracking, stakeholder mapping, and deal progression analytics
Omnichannel Messaging
WhatsApp, Facebook Messenger, Instagram, and SMS from one inbox
Call Centre
Integrated telephony with call logging, recording, and analytics
AI-Powered Insights
AI summaries, report suggestions, and intelligent recommendations
Core Modules
Deep Capabilities
Dashboard & Analytics
Live KPIs and performance metrics
Lead Management
Capture, qualify, and convert leads
Deal Management
Track deals from opportunity to close
Omnichannel Messaging
Unified inbox for all messaging channels
Products & Inventory
Product lifecycle and inventory management
Goals & KPI Tracking
Set and track team performance goals
AI-Powered
Intelligence Built In
AI Summaries
Automatic summaries of customer interactions and deal progress
Report Suggestions
AI suggests the most relevant reports based on your role and data
Lead Scoring
AI-powered lead qualification and prioritization
Sentiment Analysis
Analyze customer sentiment across messaging channels
Access Control
Roles & Permissions
| Role | Permissions |
|---|---|
| Super Admin | Full platform access with 140+ granular permissions |
| Admin | Organization-level administration and configuration |
| Manager | Team management, deal oversight, and reporting |
| Agent | Customer interaction, lead management, and deal processing |
| Viewer | Read-only access to dashboards and reports |
Ecosystem
Integrations
OneID
SSO, organization management, and customer data platform
Loyalyst
Customer loyalty data in the 360° view
TrackIt
Support ticket history in customer profiles
Shopify
E-commerce product sync and order management
GroX
Campaign data and customer engagement history
Industries
Built For Your Industry
Real Estate
- Property lead management
- Client relationship tracking
- Deal pipeline
Financial Services
- Wealth management
- Insurance sales
- Client onboarding
SaaS & Technology
- Sales pipeline
- Customer success
- Account management
Healthcare
- Patient relationship management
- Referral tracking
- Provider communications
Technical
Platform Capabilities
Ready to get started with CRM?
See how CRM can transform your customer relationship management workflow.