Stop losing prospective deals in disorganized chat threads. Capture leads automatically from WhatsApp, Facebook, Google Ads, and your website into an interactive Kanban sales funnel.
⚡ Visual Kanban Board • Automated Sales Rep Assignment • 1-Click Quote-to-Invoice
Empower your field reps and inside sales team with real-time deal tracking and communication tools.
Connect website contact forms, WhatsApp Business API, Meta Lead Ads, and Indiamart / TradeIndia leads directly into your central CRM inbox in real time.
Drag and drop deals across customized sales stages: New Inquiries, Qualified, Demo Scheduled, Quotation Sent, Contract Negotiation, and Won.
Send automated greeting messages, catalog brochures, quotation PDFs, and payment links with official Meta green-tick verified WhatsApp templates.
Track team activity logs, daily call minutes, deal conversion win rates, and target achievement leaderboards in real-time executive charts.
From the moment a lead lands to recurring revenue realization.
Lead is captured from ad campaigns and assigned to the available sales rep based on territory rules.
Rep logs call notes, schedules demo appointments, and sets automated WhatsApp follow-up reminders.
Generate a branded PDF quote with custom discounts. Client approves directly via SMS or WhatsApp.
Deal status moves to 'Won', triggering instant GST invoice creation and inventory reserve allocation.
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