Analytics

Client Revenue & Analytics Dashboard

Centralized admin view to track total revenue, monitor inbound lead sources, and manage client payment lifecycles.

Communication

WhatsApp Business API Integration

Seamlessly manage Meta API tokens, configure Phone IDs, and deploy automated message templates directly within the CRM.

Sales

Strict Sales Pipeline Compliance

Enforce mandatory workflow protocols by blocking pipeline progression until authorized PDF proposals are securely uploaded.

Productivity

Collaborative Task Management

Boost team productivity with automated email triggers, role-based task assignments, and internal communication threads.

Sales

Automated Lead Follow-up System

Ensure zero lead leakage with smart scheduling, automated WhatsApp/Email reminders, and strategic multi-channel drip sequences.

Finance

Unified Billing & Subscription Management

Automate recurring invoices, track real-time payment statuses, and streamline financial reconciliation with integrated multi-currency support.