Everything You Need to Close More Deals

9 powerful modules — designed to work together and give your sales team an unfair advantage.

Smart Lead Management

Capture leads from multiple sources, assign them to team members, and track every stage of the sales journey. No more leads falling through the cracks.

  • Bulk import leads via Excel / CSV
  • Hot, Warm, Cold disposition tracking
  • Smart views & advanced filters
  • Assign leads by user, project, or campaign
  • Duplicate detection & merge
  • Lead history & audit trail
Rajan Kumar — DLF Phase 5
Hot
Priya Sharma — Brigade Gateway
Warm
Vikram Nair — Prestige Oaks
Cold
Anita Reddy — Sobha Crystal
Converted
Mohammed Ali — Godrej Splendour
Hot
Rajan Kumar • Connected
3:42
Today24 calls
Connected18 calls
Talk Time2h 14m

One-Click Calling & WebRTC

Your agents can call leads directly from the CRM — no manual dialing. Connect via PBX click-to-call or use our built-in WebRTC browser phone.

  • PBX & SIP integration (click-to-call)
  • Built-in WebRTC softphone in browser
  • Auto-log every call with duration & outcome
  • Call recording & playback support
  • Real-time talktime & connection rate analytics
  • Agent-wise call performance reports

WhatsApp & SMS Messaging

Engage leads where they are most active. Send personalised WhatsApp messages and SMS directly from the lead profile with saved templates.

  • WhatsApp Business API integration
  • Save & reuse message templates
  • Dynamic variables (name, project, amount)
  • Send SMS via DLT-approved routes
  • Message delivery status tracking
  • Full message history on lead profile
Hi Rajan! Your visit for DLF Phase 5 is confirmed for tomorrow at 11 AM. See you there!
Thanks! Will be there.
Great! Our sales executive Priya will meet you. Contact: 98765 43210
Delivered via WhatsApp Business API
Call — Connected (4m 22s)Discussed site visit. Lead interested in 3BHK.
WhatsApp SentShared brochure and payment plan PDF.
Follow-up ScheduledCall back on 6th May at 3 PM.
Site Visit CompletedVisited DLF Phase 5. Very interested.

Activity & Timeline Logging

Every interaction with a lead is automatically captured and shown in a clean timeline. Your team always knows exactly where each deal stands.

  • Auto-log calls, messages & emails
  • Manual notes with rich text
  • Set follow-up reminders with date & time
  • Full activity timeline per lead
  • Overdue follow-up alerts
  • Activity export for reporting

Analytics & Reports

Real-time dashboards and exportable reports give managers full visibility into team performance, call volume, lead conversion, and revenue pipeline.

  • Live activity dashboard per workspace
  • Hourly & daily call reports
  • Project-wise lead performance reports
  • Agent talktime & productivity reports
  • Lead conversion funnel analytics
  • Export to Excel (.xlsx) anytime
Rajan42 calls
Priya38 calls
Vikram31 calls
Anita27 calls
74%
Connected
12%
Conversion
A
Admin
View, Add, Edit, Delete, Export, Import
M
Manager
View, Add, Edit, Export
T
Team Leader
View, Add, Edit (own team only)
U
User / Agent
View & Add (assigned leads only)

Role-Based Access Control

Control exactly what each team member can see and do. Define granular permissions per role so your data is always protected and workflows stay clean.

  • 4 built-in roles: Admin, Manager, Team Leader, User
  • Custom permission scopes: view, add, edit, delete, export, import
  • Module-level access control
  • Team leaders see only their team's data
  • Agents see only their assigned leads
  • Audit logs for all sensitive actions

Autodial Campaigns

Supercharge outbound calling. Agents get leads served one by one automatically — no manual searching or picking. Just call, log, and move to the next.

  • Create campaigns from any lead filter
  • Agents join campaigns and get leads auto-served
  • Activity outcomes auto-logged per call
  • Campaign progress & stats in real time
  • Pause, resume, or stop campaigns anytime
  • Increase daily call volumes by 3x
Active Campaign
DLF Phase 5 — May Batch
Rajan Kumar
Calling...
48
Done
152
Remaining
3
Agents
Invoice
#INV-2026-0142
Paid
Rajan Kumar — DLF Phase 5 Booking
₹ 2,50,000
₹1,80,000
Received
₹70,000
Outstanding

Billing & Invoicing

Manage the entire money trail — from quotations to final payment receipts — all linked to your leads and customers inside the CRM.

  • Create & send professional invoices
  • Quotations and payment plans
  • Record partial & full payments
  • Automated payment reminders
  • Outstanding balance tracking
  • Tax-ready reports (GST support)

Multi-Tenant Workspaces

Host multiple companies on one platform. Each workspace is completely isolated — separate data, branding, users, and settings. Perfect for agencies and enterprises.

  • Fully isolated workspace per company
  • Custom branding: logo, colours, domain
  • Super-admin portal for all tenants
  • Custom domain mapping support
  • Per-workspace subscription & billing
  • Workspace-level settings & configuration
BuildRight Realty
Active
SkyHomes Developers
Active
Prestige Ventures
Trial
NovaBuild Infra
Active

Ready to See It in Action?

Book a free demo and let our team walk you through every feature tailored to your business.