CRM Features

One CRM for your complete sales journey

From the first lead to the final report — every tool your team needs, built into one simple dashboard.

What's Inside

Every module you need, nothing you don't

Eight tightly integrated modules that cover leads, tasks, people, pipeline, expenses and reporting.

Lead Management

Capture, qualify and track every lead from a single screen.

  • New Lead Entry
  • Lead History
  • Lead Status Tracking

Follow-up Management

Never let a promising lead go cold again.

  • Schedule Follow-up
  • Automatic Reminder
  • Follow-up History

Task Management

Assign, track and close daily tasks without confusion.

  • Task Assignment
  • Daily Task Tracking
  • Pending Task Report

WhatsApp Reminder

Automated nudges sent right where your customers already are.

  • Customer Reminder
  • Follow-up Reminder
  • Sales Reminder

Employee Management

Give every team member their own login and clear accountability.

  • Employee Login
  • Performance Tracking
  • Daily Activity Report

Sales Pipeline

Set targets and watch progress move in real time.

  • Monthly Target
  • Quarterly Target
  • Yearly Target

Expense Management

Log and categorise every business expense on the go.

  • Daily Expense
  • Expense Category
  • Expense Report

Reports & Dashboard

Every report your business needs, generated automatically.

  • Lead / Follow-up / Employee Report
  • Sales & Expense Report
  • Business Dashboard
How It Works

Up and running in four simple steps

No lengthy setup — start managing leads on day one.

STEP 01

Add your leads

Import existing leads or add new ones manually — from web, calls or walk-ins.

STEP 02

Assign & schedule follow-ups

Assign leads to your team and set automatic follow-up reminders on WhatsApp.

STEP 03

Track tasks & pipeline

Monitor daily tasks, sales pipeline stages and targets from the dashboard.

STEP 04

Review reports & grow

Use real-time reports to spot bottlenecks and make faster business decisions.

See every feature in action

Book a free demo and our team will walk you through the full CRM.