Simplify Your Business with Smart CRM Management

Manage your customers, leads, invoices, projects, and tasks—all from one unified platform. Keep track of recurring invoices and expenses, capture leads from your website or social media, and automate follow-ups effortlessly. Gain real-time insights, streamline team collaboration, and make smarter business decisions faster.

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🌐 How Leads Come to Your CRM

Capture potential clients automatically from multiple channels, and track them in one unified CRM dashboard.

Social Media

Import leads from Facebook, Instagram, LinkedIn posts and ads. Assign leads automatically to your team, and track engagement for better follow-ups.

Website Forms

Embed unlimited web-to-lead forms on your website. Leads are automatically captured into the CRM with all details, ready for follow-up and assignment.

Paid Ads

Capture and track leads from Google Ads, Facebook Ads, or other campaigns. Monitor which campaigns generate the most clients.

Email Campaigns

Automatically track responses and inquiries from newsletters and email campaigns directly in the CRM for faster follow-ups.

Referrals

Manage leads coming from referrals by clients, partners, or employees. Track source and maintain strong relationship history.

Events & Webinars

Automatically import leads from event registrations, webinars, and workshops to keep your sales pipeline full.

💼 Lead Management

Assign leads to staff, track sources, set reminders, and organize with drag-and-drop stages.

1️⃣ Lead Capture

Capture leads automatically from website forms and landing pages.
Import leads from social media campaigns (Facebook, LinkedIn, Instagram).
Collect leads from email campaigns efficiently.
Add referral or partner leads manually with ease.

2️⃣ Lead Assignment & Tracking

Assign leads to staff automatically or manually.
Track lead sources to identify high-performing channels.
Set reminders for follow-ups and meetings.
Track lead status through different pipeline stages.

3️⃣ Lead Organization & Analytics

Drag-and-drop pipeline for easy lead management.
Monitor conversion rates and pipeline performance.
Use tags and filters to quickly sort and prioritize leads.
Export leads for offline processing or reports.

📈 Leads, Estimates & Proposals

Turn potential clients into customers efficiently with our CRM tools. Track, manage, and convert leads with ease.

1️⃣ Leads Pipeline

Visual drag-and-drop pipeline to manage leads effortlessly.
Track stages: New → Contacted → Proposal Sent → Negotiation → Won/Lost.
Quickly reassign leads to team members as needed.
Automatic follow-up reminders to never miss opportunities.
Color-coded lead status for instant visual insights.
Kanban-style board for detailed and high-level tracking.

3️⃣ Estimates

Generate professional estimates within minutes.
Add notes and attach files for context and clarity.
Set validity periods and automatic follow-up reminders.
Auto-convert accepted estimates into invoices instantly.
Multi-currency support for global clients.

2️⃣ Web to Lead Forms

Capture leads directly from your website automatically.
Create unlimited lead forms with custom fields for every campaign.
Auto-import leads into CRM with no manual entry.
Automatically assign leads to staff based on rules and priorities.
Receive notifications for every new lead submission.
Track lead source performance to identify top converting channels.

4️⃣ Proposals

Build visually appealing proposals quickly and professionally.
Send proposals directly to leads or clients from the CRM.
Track views and status (accepted, declined) for each proposal.
Auto-send thank-you or follow-up emails to keep clients engaged.
Proposal overdue reminders ensure timely follow-ups.

5️⃣ Analytics & Tracking

See how many leads convert into customers in real-time.
Identify which proposals win more deals and why.
Evaluate team performance for follow-ups and lead management.

✅ Client Approval & Confirmation

Streamline your proposal approval process with real-time tracking, automated updates, and effortless client confirmations — all from within your CRM.

1️⃣ Proposal & Approval Flow

Clients approve proposals online with one click.
CRM automatically updates project status to “Confirmed”.
Instant notifications sent to sales and project teams.
Auto-generated confirmation email shared with client.

2️⃣ Internal Review & Workflow

Multi-level approval chain (Sales → Manager → Client).
Clients can add comments or request proposal changes.
Version control keeps history of all proposal revisions.
Activity timeline logs every action for transparency.

3️⃣ Automation & Analytics

Approved proposals automatically trigger project task creation.
Integrates with billing to generate invoices post-approval.
Analytics on approval rates, response times, and pending approvals.
Clients can approve directly from mobile or portal.

👥 Customer Onboarding

Convert leads into customers, add multiple contacts, assign permissions, and sync data.

1️⃣ Customer Profiles

Create and manage multiple customer profiles with detailed info.
Assign roles and permissions to staff per customer.
Add multiple contact persons under one customer.
Verify customer information and maintain clean records.
Automatically generate welcome documents or agreements.
Send automated onboarding emails or notifications.
Schedule initial meetings or calls with customers.
Assign account managers or support staff to new customers.
Track onboarding progress and completion status.
Sync customer data across all CRM modules for real-time updates.

2️⃣ Access & Security

Separate client and admin login areas for privacy.
Secure communication through built-in client portal.
Track full communication and transaction history.

3️⃣ Smart Tools & Analytics

Use filters and tags to find customers easily.
View reports and analytics for customer performance.
Import/export data effortlessly.
Monitor linked projects, tasks, and ongoing activities.

📊 Projects, Milestones & Tasks

Manage projects, track time, set milestones, and organize tasks efficiently with our CRM project management tools.

1️⃣ Time Tracking

Track hours spent on each project by staff members.
Monitor individual and team productivity in real-time.
Generate reports for accurate billing and project evaluation.

2️⃣ Gantt Chart Integration

Visualize project timelines with interactive Gantt charts.
Drag-and-drop tasks to adjust schedules easily.
Link tasks and milestones for clear project overview.

3️⃣ Milestones & Recurring Tasks

Set project milestones to track critical progress points.
Create recurring tasks automatically to save time.
Assign tasks to multiple staff members with notifications.

👥 Staff & Departments

Organize your team, define roles, and streamline collaboration effortlessly.

Roles & Permissions

Assign roles to staff members.
Control access to features and sensitive data.
Override permissions per staff if required.

Staff Tasks & Reminders

Assign tasks to multiple employees.
Set automatic reminders for deadlines.
Create recurring tasks for regular activities.

Company Newsfeed

Share documents and updates easily.
Enable smooth internal communication.
Announce events or important notices.

Personal To-Do

Each staff member can track personal tasks.
Set reminders and priorities.
Keep performance metrics visible for self-monitoring.

💰 Invoices & Payments

Manage invoices, recurring payments, and online transactions efficiently and securely from a single dashboard.

1️⃣ Invoices

Create and manage invoices in multiple currencies for local and international clients.
Apply taxes automatically, including item-wise and custom tax rates.
Track invoice due dates, paid/unpaid status, and overdue reminders.
Attach files and notes for each invoice for better organization.

2️⃣ Recurring Invoices & Expenses

Automate recurring invoices to clients without manual effort.
Record recurring expenses and maintain accurate financial records.
Schedule recurring payments for daily, weekly, monthly, or yearly intervals.
Get automatic notifications for upcoming recurring invoices or payments.

3️⃣ Online Payments

Accept payments via PayPal, Stripe, PayU Money, Authorize.net, and more.
Support for multi-country payment gateways for global clients.
Secure, encrypted transactions to protect client financial data.
Track successful payments and auto-update invoices in real-time.

💰 Expenses & Accounting

Log expenses, manage recurring costs, and generate finance reports effortlessly.

1️⃣ Expense Logging

Record daily business expenses quickly.
Categorize expenses for accurate tracking.
Schedule recurring costs for subscriptions, rent, and utilities.

2️⃣ Accounting & Reports

Generate invoices and link them to expenses.
View monthly, quarterly, and annual finance reports.
Analyze expense trends to optimize spending.

3️⃣ Payment & Integration

Integrate with payment gateways like PayPal, Stripe, and banking APIs.
Ensure secure transactions and encrypted financial data.
Export finance reports in PDF or Excel for audits.

📜 Contracts & Documents

Digitally store, send, and renew contracts with automated reminders and tracking.

1️⃣ Contract Management

Create and manage digital contracts effortlessly.
Send contracts directly to clients via email.
Set automated renewal and follow-up reminders.

2️⃣ Document Tracking

Store important documents securely in the CRM.
Export contracts or related documents in PDF or Excel.
Track document views, approvals, and signatures in real-time.

3️⃣ Automation & Alerts

Receive notifications for upcoming contract expiries.
Automate recurring document requests or renewals.
Ensure all files are encrypted and access-controlled.

🎫 Tickets & Support

Manage client issues, assign tickets, and respond quickly through the built-in portal.

1️⃣ Ticket Creation & Assignment

Create tickets for client issues or requests instantly.
Assign tickets to specific staff members or teams.
Categorize tickets by priority, type, or department.

2️⃣ Ticket Tracking & Status

Track ticket progress from open to resolved.
Set response time targets and reminders.
Monitor team performance and resolution times.

3️⃣ Communication & Portal

Communicate with clients directly inside each ticket.
Receive notifications for updates or replies.
Keep all communications secure and private.

📊 Reports & Goals

Track sales, revenue, expenses, and goal progress with visual charts and performance metrics.

1️⃣ Sales & Revenue Reports

Monitor overall sales and revenue trends.
Generate detailed invoices and finance reports.
Track expenses, profits, and recurring costs easily.

2️⃣ Goals & Performance Tracking

Set team and individual goals for sales and productivity.
Visualize progress using charts and performance dashboards.
Receive notifications for goal milestones or delays.

3️⃣ Analytics & Insights

Analyze sales conversion rates and customer trends.
Track monthly and quarterly performance.
Identify bottlenecks and improvement areas for your team.

⚙️ Automation & Security

Automate workflows, secure sensitive data, and configure email templates effortlessly.

1️⃣ Workflow Automation

Automate repetitive tasks and approvals for efficiency.
Configure email templates for invoices, reminders, and follow-ups.
Set recurring tasks and notifications automatically.

2️⃣ Data Security

Protect sensitive data with encryption and access control.
Assign user roles and permissions to ensure confidentiality.
Monitor login activity and system access for safety.

3️⃣ System Configuration

Customize CRM settings and preferences easily.
Enable auto-backup to secure your data continuously.
Track workflow efficiency and security logs.

🔧 AMC & Maintenance

Schedule AMC reminders, track service visits, and maintain long-term maintenance logs.

1️⃣ AMC Scheduling

Set automated reminders for AMC renewals and service visits.
Notify clients and staff ahead of scheduled maintenance.
Configure recurring AMC tasks for multiple elevators or units.

2️⃣ Service Tracking

Record every service visit with engineer notes and checklists.
Attach photos, reports, and inspection details for reference.
Assign service tasks to technicians and monitor completion status.

3️⃣ Maintenance Logs

Keep long-term records of maintenance activities for audits.
Analyze patterns to predict elevator maintenance needs.
Ensure compliance with safety standards and regulations.

💸 Pricing Plans

Choose a plan that fits your business needs. Scale effortlessly with our CRM tools.

Basic

₹1,499/mo

Customer Management
Invoicing & Payments
Basic Reporting
Email Support

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Pro

₹3,999/mo

Everything in Basic
Leads & Proposals
Advanced Reporting & Analytics
Automation Tools
Priority Support