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Product // 05 — CRM & Lead Management

No lead forgotten, no follow-up missed.

Capture leads from web, WhatsApp, and ads; move them through visual pipelines; automate follow-ups; and see exactly how your team is performing.

Modules

Everything included.

Lead Capture

Website forms, Facebook/Google lead ads, WhatsApp, and Excel imports land in one inbox — auto-assigned by rules you set.

Visual Pipelines

Drag-and-drop deal stages tailored to your sales process, with rotting alerts on deals that sit too long.

Follow-up Automation

Scheduled reminders, WhatsApp/email sequences, and missed-follow-up escalation so no lead goes cold by accident.

Conversations in Context

Calls, notes, site visits, and WhatsApp chats logged on the lead — anyone on the team can pick up where the last person left off.

Team Performance

Targets, conversion funnels, response-time and activity reports — per rep, per source, per campaign.

Custom Fields & Workflows

Your industry's fields, stages, and automations — configured during onboarding, not hard-coded.

Web & Ad Form CaptureWhatsApp IntegrationPipeline BuilderAuto Follow-upsCall & Visit LogsTeam TargetsCustom FieldsMobile App
How It Works

From demo to go-live.

01

Demo & Fit Check

A live walkthrough of the product on your use case — confirm the fit before paying anything.

02

Configuration

Your plans, taxes, branches, roles, and branding set up by our team — not left as homework for yours.

03

Data Migration

Members, students, stock, or ledgers imported from spreadsheets or whatever software you're leaving.

04

Go-Live & Training

Your team trained on real data, with a WhatsApp support group open before day one.

05

Updates & Support

Continuous feature updates, daily backups, and priority support for as long as you're subscribed.


Pricing

Transparent pricing.

Zero upfront on subscriptions — or buy a lifetime license outright. Exact pricing depends on user count and modules; these are honest starting points.

Tier 01 · Monthly Subscription
₹3K
starting at · per month
// live in 3–5 days

Start small, cancel anytime

  • Cloud-hosted on our infrastructure
  • All core modules included
  • Free onboarding & training
  • Updates & daily backups included
  • Email + WhatsApp support
Request a Demo
Tier 03 · Lifetime License
Custom
one-time · self-hosted or hosted
// deployed in 1–2 weeks

Own it outright

  • Perpetual license, one-time fee
  • Deploy on your own servers
  • White-label with your brand
  • Optional AMC for updates & support
  • Source-code escrow available
Talk to Us

// USD & EUR are approximate conversions · GST extra on Indian billing · exact quote per user count & modules


FAQ

Straight answers.

Leads can be captured from WhatsApp, conversations logged on the lead card, and automated follow-up messages sent via the WhatsApp Business API — approved templates and opt-outs handled properly.

Yes — native connections to Facebook/Instagram lead ads and Google lead forms push leads in within seconds, tagged by campaign so you can see which ads actually convert.

The pipeline stages, fields, lead sources, and assignment rules are all yours to define — we configure them with you during onboarding so the CRM matches how your team already sells.

Yes — field reps get leads, reminders, call logging, and check-ins on Android and iOS, with location-stamped visit logs if you enable them.

See CRM & Lead Management on your data.

A live demo on your use case — confirm the fit before paying anything.

Request a Demo