Our Products
Customer Relationship Management (CRM)
Manage customer interactions and improve relationships with our CRM platform.
Centralized Lead Registration
Capture and store all lead data in one unified dashboard for quick access and streamlined operations
Lead Profile Viewer
View complete lead details including contact info, status, documents, and activity from a dedicated profile page
Lead Status Modification
Update and manage lead statuses (e.g., New, Contacted, In Progress, Closed) to reflect progress in real-time
Approval Workflow System
Implement a multi-level lead approval process requiring manager or admin validation before proceeding
Notes & Reminders System
Add unlimited notes to leads with optional reminders to follow up—ensuring no task is forgotten
Enhanced Notes Creation
Create detailed notes with rich formatting and categorization for better lead management
Document Management with Attachments
Upload and manage files related to leads securely, including proposals, contracts, and identification documents
Activity Timeline Visualization
View a chronological timeline of all actions, updates, and interactions associated with each lead
Leads Tracking Dashboard
Visual dashboard with metrics, filters, and charts to monitor lead stages, performance, and pipeline status
User Invitation System
Invite team members to join the platform and collaborate on lead management tasks with role-based access
User Management Module
Manage users, assign roles, set permissions, and monitor user activity within the lead management system
- Contact Management
- Lead Tracking
- Sales Pipeline
- Task Management
- Email Integration
- Document Management
- Improved Customer Service
- Better Sales Management
- Enhanced Team Collaboration
- Data-Driven Insights
- Automated Workflows
- Mobile Accessibility