Dashboard
A central view that shows real-time sales and customer service performance, including leads, opportunities, activities, and support status, helping teams monitor progress and make better decisions.
CRM Dashboard Provides a complete real-time overview of sales and customer service performance, helping teams track activities, monitor progress, and understand overall business health in one place, including tickets and leads for full visibility of customer interactions.
Customer 360° Provides a unified view of every customer’s touchpoints by consolidating all interactions, transactions, purchases, and support history into one complete profile for each customer, helping teams better understand and serve them.
Sales Lane
Sales Lane
Manages the full sales journey from lead capture to deal closure, helping the team track opportunities, follow up with customers, and convert prospects into confirmed sales in a structured and organized workflow.
Leads Management Captures and organizes potential customers, tracks their source and activity, and helps sales teams follow up effectively until they are qualified and converted into opportunities.
Opportunities Track deals as they move through your sales pipeline, from initial interest to final conversion, giving full visibility over progress and helping teams focus on closing sales effectively.
Kanban Board A visual way to manage sales opportunities by moving deals through different stages of the pipeline, helping teams track progress, prioritize tasks, and stay organized.
Campaigns Create and manage marketing campaigns to reach target customers, track performance, and measure engagement to improve sales results and customer acquisition.
Sales Forecast Predicts future sales based on pipeline data, historical performance, and current opportunities, helping teams plan revenue, set targets, and make informed business decisions.
Service Lane
Service Lane
Manages post-sales customer service activities, including support requests, issue tracking, and resolution workflows, ensuring customers receive timely and effective assistance.
Service Tickets Manages customer support requests through structured tickets, allowing teams to track issues, assign responsibilities, and ensure timely resolution of customer problems.
Service Contracts Manages customer service agreements by defining coverage, duration, and terms of support, helping ensure consistent service delivery based on agreed commitments.
Knowledge Base A centralized library of articles and documentation that helps customers and support teams quickly find answers, solutions, and product guidance.
Customer Satisfaction Provides a survey dashboard and analytics to measure customer feedback, track satisfaction levels, and identify areas for service improvement.
Reports & Analytics
Reports & Analytics (CRM Reports)
A comprehensive CRM reporting suite that provides deep visibility into sales, marketing, and support performance. It includes Lead Pipeline Analysis to track lead flow by source, status, rating, and sales representative, Opportunity Funnel Reporting to evaluate pipeline stages, win rates, and deal values, Campaign ROI Analysis to compare marketing spend against leads and conversions, Ticket Aging Reports to monitor open support cases and overdue issues, and SLA Compliance Reporting to measure service adherence by policy, priority, and performance trends.
Sales Lane Reports
Lead Pipeline Report
Opportunity Funnel Report
Campaign ROI Report
Sales Service Reports
Ticket Aging Report
SLA Compliance Report
CRM Import / Export
Leads
Contacts
Knowledge Base
Configurations
Manage all customer and prospect contact details in one place, including names, phone numbers, emails, and communication history, making it easy to stay connected and track interactions.
Pipelines Configure sales pipelines and define each stage of the sales process, allowing you to track deals clearly from start to close and align your team around a structured workflow.
SLA Policies Define service level agreements based on priority levels, setting clear response and resolution times to ensure consistent and timely customer support.
Contact Persons Manage multiple contact persons for each customer, including their roles, contact details, and communication preferences, ensuring clear and organized interactions.
Activities Track all customer interactions including calls, emails, meetings, tasks, and notes in one place, ensuring full visibility of communication history and follow-ups.
KB Categories Organize knowledge base articles into structured categories to make information easier to find, manage, and maintain for both customers and support teams.
Customer Satisfaction Provides survey dashboards and analytics to measure customer feedback, track satisfaction levels, and identify service improvement opportunities.
WhatsApp Chat Integrates customer conversations directly into the CRM through WhatsApp, allowing teams to communicate, track messages, and maintain full conversation history in one unified customer profile.
Summary : A complete customer management system that combines sales, customer service, and marketing in one place. It helps you track leads, manage deals, run campaigns, support customers, and analyze performance—all with a clear view of every customer interaction to improve relationships and grow your business.