CRM modules
9
Automations
∞
Built for you
100%
Black boxes
Zero
Every module.
Nine integrated modules, one bespoke system — engineered around your brand's exact workflows.
KPIs at a glance
30+
Dashboard
Revenue & performance hub
Every metric that matters, in one place. Your revenue, active leads, team performance, and client health — surfaced in real time so decisions are made on data, not gut feel. No spreadsheets. No manual pulls. Just signal.
Revenue Overview
Lead Stats
Team KPIs
Client Retention
Follow-up speed
< 5 min
Leads
Tracking, scoring & assignment
Every lead enters a structured system — tracked, scored by AI, and assigned to the right rep automatically. No lead falls through the cracks. Follow-up reminders fire before deals go cold. The pipeline never stops moving.
Lead Tracking
AI Scoring
Auto-Assignment
Follow-up Alerts
Pipeline stages
Custom
Pipeline
Drag-and-drop deal flow
Visual, intuitive, and built for velocity. Drag deals across stages — prospect, demo, proposal, close. Each stage triggers automated actions: a WhatsApp message, a reminder, a task. The CRM works while your team sleeps.
Drag-Drop Stages
Stage Automations
Deal Forecasting
Rep Workload View
Client data points
50+
Clients
Contracts, notes & renewals
A complete profile for every brand you serve. Services active, contracts signed, internal notes, renewal dates, and communication history — all accessible in seconds. Your team always knows where every client stands.
Service Tracking
Contract Storage
Renewal Alerts
Account Notes
Invoice time
< 60 sec
Payments
Invoices, subscriptions & reports
Invoices generated in one click. Subscriptions tracked automatically. Overdue payments flagged before they become write-offs. A live revenue report that tells you exactly what came in, what's pending, and what's at risk.
Invoice Generation
Subscription Mgmt
Payment Reminders
Revenue Reports
Disputes eliminated
100%
Commissions
Rep tracking & automated payouts
Every deal closed is automatically mapped to the rep who closed it. Commission calculations run in the background. Payout reports generated monthly. No disputes, no manual tracking — just performance rewarded precisely.
Rep Attribution
Commission Calc
Payout Reports
Leaderboard View
Avg. resolution
< 4 hrs
Support
Tickets & issue resolution
Every client issue enters a structured ticket system — categorised by type (POS, website, billing, social), assigned to the right team, and tracked to resolution. SLA timers, escalation rules, and satisfaction tracking built in.
Ticket System
SLA Tracking
Team Assignment
Resolution Logs
Hours saved / month
40+
Automations
WhatsApp, email & smart triggers
Set it once, let it run forever. WhatsApp follow-ups triggered on lead entry. Renewal reminders 30 days out. Payment alerts on overdue invoices. Onboarding sequences on contract sign. The CRM operates 24/7 without a human touch.
WhatsApp Flows
Email Sequences
Smart Triggers
Auto-Notifications
Permission levels
Custom
Team
Roles, permissions & performance
Every team member sees exactly what they need — nothing more, nothing less. Role-based permissions control access to clients, financials, and reports. Performance dashboards show output per rep, per department, per week.
Role Management
Permission Layers
Performance Metrics
Activity Logs