Capture leads from the website, mobile app, manual entry, or bulk CSV import. All leads flow into the pipeline automatically.
Multi-SourceDrag-and-drop pipeline board with custom stages. Move leads instantly and get a live view of your entire sales funnel.
Drag & DropCreate follow-up tasks, set deadlines, assign to team members, and receive automated reminders so no lead goes cold.
Never MissLog every call, visit, email, and note against the lead. Full interaction history visible at a glance for every team member.
Full HistorySet rules to auto-assign leads, send alerts, escalate stale leads, and trigger follow-up tasks based on stage changes.
Auto-RulesAuto-score every lead based on activity, engagement, and time in pipeline. Focus your team on the highest-priority opportunities.
Smart ScoreManage leads, agents, and pipelines across multiple branches or locations. Role-based access ensures data security per branch.
Multi-BranchConversion rates, agent performance, pipeline value, monthly targets, and revenue forecasts — all in real-time dashboards.
Real-TimePre-built email templates for follow-ups, proposals, and welcome messages. Send personalized emails directly from the CRM.
PersonalizedImport hundreds of leads at once via CSV. Smart duplicate detection ensures your pipeline stays clean and accurate.
Bulk ImportLog calls, update lead status, and assign tasks from any device. The CRM is fully responsive for field sales teams on the go.
Any DeviceTrack fee collection, partial payments, and outstanding balances. Integrated payment status visible against every enrolled lead.
Fee TrackingLead enters via website form, walk-in, call, or CSV import
Auto-assigned to sales agent with task created for follow-up
Log calls, send emails, schedule demos and track every interaction
Share proposals, follow up on decisions and move stages in pipeline
Close the deal, enroll, collect fees and mark lead as Won