Features
Every feature, in detail.
The complete toolkit for modern sales teams — built to be flexible, fast, and ridiculously easy to use.
Lead capture
Every lead. Every channel. One pipeline.
Capture from Meta Lead Ads, WhatsApp inbound, web forms, custom webhooks, manual entry, CSV import — all into the same pipeline, attributed to the right source, deduplicated by phone and email.
- Multi-source capture with native integrations
- Auto-enrichment from form fields and webhook payloads
- Smart assignment by source, geography, or workload
- Activity timeline showing every touch from every channel
Messaging
WhatsApp Business, fully integrated.
Approved templates, broadcast campaigns, two-way chat — all attached to the lead record. Your whole team sees the same conversation history, even if the lead changes hands.
- Pre-approved templates with variables and media
- Broadcasts with smart segmentation and opt-out tracking
- Two-way conversations attached to the lead record
- Read receipts, delivery state, and full audit trail
Meta Ads
Facebook & Instagram leads, in seconds.
Connect a Meta Page once and every Lead Generation form on it streams into your pipeline by webhook — no polling, no CSV exports, no Zapier middleman.
- Direct webhook integration with Meta Lead Ads
- Field mapping wizard maps form questions to CRM fields
- Auto-respond with WhatsApp template in under 60 seconds
- Page-level attribution and ROI tracking
Workflows
Rules that work like your best sales op.
Six trigger types, twenty-three action types. Build automations visually — auto-assign by source, fire follow-ups by stage, escalate stale leads to managers, send WhatsApp on milestones.
- Visual workflow builder, no code
- Triggers on lead create, stage change, field update, time-based
- Actions: assign, notify, send WhatsApp, set field, create task
- Branching conditions with AND/OR logic
Analytics
Dashboards that read like a sales playbook.
Real-time pipeline value, conversion funnels, team leaderboards, response-time SLAs, follow-up compliance — all sliceable by branch, source, owner, or any custom field.
- Pipeline value over time, by source and stage
- Conversion funnel showing where leads stick or drop
- Team leaderboard with response-time SLAs
- Follow-up compliance — who's overdue, who's on it
Permissions
Fine-grained without being a headache.
Five preset roles (Owner, Admin, Manager, Staff, Viewer) or build your own. Permissions per stage, per source, per branch — restrict who sees what, who can move what, who can delete what.
- Five preset roles + custom role builder
- Per-stage and per-source permission overrides
- Branch-level data scoping for multi-region teams
- Audit log of every permission change
Customization
Fields that fit your business.
Add text, number, selector, tag, and reference fields without engineering. Make them mandatory, conditional, or industry-specific. Sensitive fields can be gated to specific roles.
- Text, number, selector, tag, reference fields
- Mandatory, conditional, and quick-add field rules
- Sensitive fields gated to specific users
- Industry-specific modules (universities, courses, etc.)
Architecture
Multi-tenant from day one.
Row-level data isolation enforced at the database layer. No tenant can ever query another tenant's data. White-label support via custom domains — your team logs in at crm.yourbrand.com.
- Database-level tenant isolation, not application logic
- Custom domain support via Cloudflare for SaaS
- Per-tenant branding (logo, color, login page)
- Independent rate limits and resource quotas
Mobile
Your CRM in your pocket.
Real iOS + Android apps, not a wrapper. View leads, send WhatsApp, take calls, log activity — everything offline-capable, syncs when you're back online.
- Native iOS + Android (Expo)
- Built-in call dialer with TeleCMI integration
- Push notifications for assignments and replies
- Offline-capable, syncs on reconnect
Security
Built on a security-first foundation.
GDPR and DPDP compliant out of the box. SOC 2 Type II in progress. JWT auth with rotating refresh tokens, bcrypt password hashing, AES-256 encryption at rest.
- GDPR + DPDP compliant
- SOC 2 Type II in progress
- JWT auth, bcrypt hashing, AES-256 at rest
- Daily encrypted backups, point-in-time recovery