One system for the way your business actually sells.
Connect customer data, conversations, commercial documents and operations without forcing your team across five different tools.
Know who to call next, and why.
Every enquiry lands with an owner, a source and a next step. Move deals across stages and see the value of what is open, this week and this month.
- Capture leads from your website, email and connected lead sources
- Assign automatically, or let managers distribute the work
- Work queue and follow-ups that surface what is due today
Pune · Key account
Every conversation, on the customer's record.
Connect your business WhatsApp and mailbox. Messages attach to the right lead or account, and a reply tracker shows what is still waiting for an answer.
- Shared inbox for the whole team, with a full history per customer
- Email templates and signatures for consistent replies
- Reminders when a customer reply is overdue
Quote once. Never retype it again.
Build quotations from your product list, send them from the CRM and see when they are opened. Accepted quotes become orders, and orders carry through to shipment and payment.
- Product catalogue with pricing kept in one place
- Order, shipment and live tracking status on the same record
- Payments and pending dues visible to sales and finance
Let the routine work run itself.
Set simple rules once. New enquiries get assigned, overdue replies get flagged and accepted quotes turn into orders and tasks.
- Lead assignment rules by source, product or branch
- Tasks, follow-ups and calendar meetings in one place
- Marketing campaigns to reach past enquiries again
See the month before it ends.
Revenue, sales goals, forecasts and team output update as your people work, so review meetings start with answers instead of spreadsheets.
- Revenue and forecast views by team, branch or product
- Sales goals with progress for every person
- Data quality checks that catch duplicates and gaps
Ask your CRM instead of digging through it.
Summarise a customer, find deals that have gone quiet, or draft a reply in your tone. The assistant works from your own records, inside your workspace.
- Plain-language questions about leads, quotes and customers
- Drafted replies and follow-ups you review before sending
- AI analytics and agents for repeatable jobs
A complete toolkit, not a starter kit.
Modules you can switch on as your team grows.