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Features

15+ Powerful Modules — One Unified Platform

Every module is deeply integrated. Data flows seamlessly across your sales, marketing, support, finance, and operations — powered by AI at every step.

CRM Modules

Customer Relationship Management

Lead Management

Multi-channel lead capture from web forms, WhatsApp, JustDial, IndiaMart. AI-powered scoring, auto-assignment, nurture campaigns, and duplicate detection.

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Contact Management

360° customer profiles with unified timeline — every call, email, meeting, deal, and ticket in one place. Smart segmentation and social enrichment.

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Sales Pipeline

Visual Kanban boards, AI win probability, weighted revenue forecasting, quote generation, e-signatures, and win/loss analysis.

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Marketing Automation

Drag-and-drop email builder, drip sequences, landing pages, A/B testing, audience segmentation, and UTM tracking.

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Customer Support

Multi-channel ticketing, SLA management, knowledge base, AI chatbot, CSAT surveys, and support analytics dashboards.

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ERP Modules

Enterprise Resource Planning

Invoicing & Billing

GST-compliant invoicing with CGST/SGST/IGST auto-calculation. Razorpay, UPI, and card payment integration. Recurring billing and aging reports.

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Inventory Management

Real-time stock levels, purchase orders, vendor management, barcode scanning, multi-warehouse support, and FIFO/LIFO valuation.

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HR & Payroll

Employee database, biometric attendance, leave management, automated payroll with PF/ESI/TDS, performance reviews, and compliance.

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Project Management

Kanban task boards, Gantt charts, time tracking, milestones, team collaboration, and project-based billing.

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Communication & AI

Smart Communication & Intelligence

Email Integration

Two-way sync with Gmail and Outlook. Templates, smart scheduling, open/click tracking, mass campaigns, and AI email drafting.

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WhatsApp Integration

Official Business API with green-tick verification. Templates, bulk campaigns, chatbot automation, and CRM-linked conversations.

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Document Management

Cloud storage, version control, e-signatures, template library, folder permissions, and auto-linking to CRM records.

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Task & Workflow

Visual drag-and-drop workflow builder, recurring tasks, dependencies, multi-level approval chains, and SLA-driven automation.

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Analytics & MIS

100+ reports, custom dashboard builder, AI-powered insights, anomaly detection, scheduled delivery, and data export.

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AI Assistant

Conversational AI chatbot, predictive analytics, smart response drafting, workflow optimization, and intelligent forecasting.

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See All Features in Action

Book a personalized demo to explore the modules most relevant to your business.

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