Custom Dashboards
Personalized KPI Views
Personalized KPI views show only relevant metrics for each role, helping users focus on priorities, track goals clearly, and make faster decisions daily confidently.
Real-Time Performance Insights
Real-time performance insights deliver live data updates, enabling teams to respond instantly, identify issues early, optimize strategies quickly, and improve overall business outcomes continuously.
User-Specific Widgets
User-specific widgets let individuals customize dashboards to match workflows, display relevant information, reduce clutter, boost productivity, and create a focused working experience daily efficiently.
Visual Charts & Analytics
Visual charts and analytics transform complex data into clear visuals, helping users spot trends, measure performance easily, and gain actionable insights faster reliably consistently.
Custom Forms
Drag-and-Drop Form Builder
Drag-and-drop form builder enables users to create forms easily without coding, reducing setup time, improving flexibility, and capturing accurate lead information faster efficiently.
Field-Level Customization
Field-level customization allows businesses to tailor each form field based on requirements, ensuring precise data capture, better segmentation, and higher-quality lead information.
Conditional Logic Support
Conditional logic support dynamically shows or hides fields based on responses, creating smarter forms, improving user experience, and collecting more relevant data.
Multi-Step Form Options
Multi-step form options break long forms into simple steps, reducing user friction, increasing completion rates, and delivering a smoother data collection experience.
Landing Pages
Conversion-Optimized Template
Conversion-optimized templates are designed to attract visitors, guide actions, and increase lead conversions through strategic layouts, compelling visuals, and clear calls-to-action
Mobile-Responsive Layouts
Mobile-responsive layouts ensure landing pages perform perfectly across devices, delivering seamless user experiences, faster loading times, and higher engagement from mobile audiences.
Integrated Form Capture
Integrated form capture seamlessly collects lead information directly from landing pages, reduces drop-offs, streamlines data flow, and enables faster lead follow-ups.
A/B Testing Capability
A/B testing capability allows businesses to compare page variations, optimize content performance, improve conversion rates, and make data-driven marketing decisions confidently.
Flexible Pipeline & Sub-Stages
Customizable Sales Stages
Customizable sales stages allow businesses to design pipelines matching their sales process, ensuring better visibility, smoother deal movement, and improved conversion efficiency.
Progress Tracking
Progress tracking provides clear visibility into lead movement across stages, helping teams identify bottlenecks, measure performance, and forecast sales outcomes accurately.
Stage-Wise Action
Stage-wise actions enable teams to trigger specific tasks, reminders, or communications at each pipeline stage, ensuring consistent follow-ups and faster deal closures.
Automated Movement Triggers
Automated movement triggers shift leads between stages based on predefined actions, reducing manual work, improving accuracy, and maintaining seamless pipeline flow.
Automations
Auto Lead Assignment
Auto lead assignment instantly routes incoming leads to the right team members, reducing response time, improving accountability, and increasing conversion opportunities consistently for businesses.
Workflow Triggers Based on Actions
Workflow triggers based on actions automatically execute tasks when activities occur, streamlining processes, eliminating delays, and ensuring timely responses across teams efficiently reliably consistently.
Auto Follow-Up Reminders
Auto follow-up reminders notify teams at the right time, preventing missed opportunities, improving consistency, strengthening relationships, and boosting overall sales productivity daily effectively organization-wide.
Behavioral Automation (Opens, Clicks, Calls)
Behavioral automation tracks opens, clicks, and calls to trigger personalized actions, enabling smarter engagement, timely follow-ups, and higher conversion rates across sales marketing teams.
Comprehensive Lead Timeline
Full Activity History
Full activity history displays every interaction chronologically, giving teams complete visibility into lead journeys, past actions, decisions, and engagement patterns clearly for better tracking.
Communication Log
Communication log centralizes calls, emails, messages, and notes, helping teams understand conversations, maintain context, improve follow-ups, and build stronger relationships consistently with every lead.
Status Updates
Status updates keep teams informed about lead progress in real time, ensuring alignment, faster decisions, accountability, and smooth collaboration across sales processes organization-wide daily.
Touchpoint Tracking
Touchpoint tracking records every interaction across channels, helping teams analyze engagement, optimize journeys, personalize communication, and improve overall customer experience throughout the entire lifecycle.
Notification System
Instant Alerts
Instant alerts notify users immediately about lead actions, updates, or changes, ensuring quick responses, reduced delays, and better decision-making across teams organization-wide daily performance.
App Push Notifications
App push notifications deliver real-time updates directly to mobile devices, keeping teams informed, responsive, and connected even while working remotely across sales operations seamlessly.
Desktop Notifications
Desktop notifications provide on-screen reminders and updates, helping users stay focused, track activities, and respond quickly without switching platforms during daily work routines efficiently.
Critical Event Reminders
Critical event reminders highlight urgent actions, deadlines, or lead movements, ensuring nothing important is missed and priorities are handled promptly by sales teams always.
Follow-Up Task System
Task Assignments
Task assignments allow managers to allocate responsibilities clearly, ensuring accountability, timely execution, smoother collaboration, and consistent follow-ups across sales teams daily effectively.
Due-Date Tracking
Due-date tracking helps teams monitor deadlines, avoid missed follow-ups, prioritize work efficiently, and maintain steady progress throughout the sales cycle consistently.
Multi-User Task Management
Multi-user task management enables multiple team members to collaborate on tasks, track progress collectively, share responsibilities, and complete activities faster efficiently.
Priority Tagging
Priority tagging helps teams categorize tasks by urgency, focus on critical actions first, improve time management, and maximize productivity across workflows consistently.
Custom Roles Creation
Role-Based Permissions
Role-based permissions ensure users access only relevant features and data, improving security, accountability, and operational efficiency across teams while preventing unauthorized access always.
Team Hierarchy Setup
Team hierarchy setup defines reporting structures clearly, streamlines collaboration, improves visibility, and ensures smoother communication across departments and leadership levels organization-wide.
Access Control Management
Access control management allows administrators to regulate data visibility and system access, protecting sensitive information while enabling teams to work efficiently.
Custom Privilege Settings
Custom privilege settings let businesses fine-tune user permissions, ensuring flexibility, security, and precise control over actions performed within the CRM system.
Multi-Branch Handling
Separate Branch Dashboards
Separate branch dashboards provide individual performance views for each location, enabling managers to monitor activities, track progress, and make localized decisions efficiently.
Branch-Level Reports
Branch-level reports deliver detailed insights into each branch's performance, helping leadership compare results, identify gaps, and optimize strategies effectively.
Role-Specific Access
Role-specific access ensures employees view only relevant branch data, maintaining security, clarity, and operational efficiency while supporting structured workflows across teams.
Unified Centralized View
Unified centralized view combines data from all branches into one dashboard, enabling leadership to track overall performance and make strategic decisions confidently.
Lead Import
Bulk Import via CSV/Excel
Bulk import via CSV or Excel enables fast lead uploads, reduces manual entry, saves time, and accelerates onboarding for sales teams efficiently daily operations.
Field Mapping Options
Field mapping options align imported data with CRM fields, ensuring accuracy, consistency, smoother integration, and error-free lead records across systems during initial data imports.
Data Validation Checks
Data validation checks identify missing, incorrect, or inconsistent entries, maintaining clean databases, reliable reporting, and higher-quality leads for teams across all sales operations daily.
Duplicate Prevention System
Duplicate prevention system detects repeated entries automatically, avoids lead conflicts, improves data integrity, and ensures teams work with accurate records across sales pipelines consistently.
Custom Reports
Drag-and-Drop Report Builder
Drag-and-drop report builder enables users to create custom reports easily, without technical skills, saving time and delivering actionable insights faster across teams.
Visual Charts & Tables
Visual charts and tables present data clearly, helping teams analyze performance, compare metrics, identify trends, and make confident data-driven decisions quickly.
Downloadable Report Formats
Downloadable report formats allow users to export reports in multiple formats, making sharing, presentations, and offline analysis simple and efficient.
Scheduled Report Delivery
Scheduled report delivery automatically sends reports at predefined intervals, ensuring stakeholders stay informed with timely insights without manual effort.