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User Management

Manage Your Team Hierarchy

Transform chaos into successful coordination. Optimize Your Team Structure for Enhanced Performance.

Streamlined collaboration and focused teamwork.
Clear Roles, Clear Goals for smoother workflows and increased productivity.
Simplified task assignment and tracking.
Unlocking data-driven insights, helping you make informed decisions and optimize your business strategies.

Lead Management

Auto Capture and Allocate Leads Easily

Instantly capture, sort, and distribute leads to the right sales reps with powerful lead management automation. Slash your response time and never miss a lead.

Capture leads from different sources like website, social media, and Google campaign.
Integrate with third party portals to capture leads easily.
Auto-distribute the leads to the right person based on Round Robin Algorithm, expertise, and availabilities.
Set capping logic on leads to ensure reps aren't assigned more leads to ensure best sales without compromising on call quality.

Automated Communication

Instant Notification & Omnichannel Support

Identify leads into "Hot," "Warm," or "Cold" and allow your team to prioritize their approach.

Make informed decisions
Optimize your strategies
Watch your leads transform into valuable opportunities

Receive instant notifications on desktop and mobile app and ensure you're always in the loop to take timely actions. Get timely notification for

Tasks
Leads
Follow-ups

Experience true omnichannel support. Connect with customers directly by sharing customized templates via

Call
Voice Msg
Whatsapp
Email

Appointment Management

Schedule Meetings Instantly

Revolutionize customer interaction effortlessly and take control of schedules like never before. Make appointments and manage your calendar within the CRM and eliminate scheduling conflicts.

Easily schedule, reschedule, and cancel appointments
Automated reminders, reducing no-shows
Personalized Interactions with client history and preferences
Optimal resource allocation

Effortlessly arrange and coordinate meetings. Choose from popular platforms like

Google Meet
Zoom
Calendly

Customer Management

Transform Potential Leads into Valued Customers

Converting leads, capturing data, and leveraging it for cross-selling

Complete customer data at one point
Ensuring a comprehensive view of customer preferences, purchase history, and interactions.
Maintain rich data to identify cross-selling prospects, offering complementary services
Help to craft targeted upselling strategies
Predict future customer behaviors, enabling proactive engagement and customized offers
Drive revenue growth and deliver enhanced customer experiences.

Booking Management

Send Customized Quotes and Book Easily

Manage bookings, quotations, and invoicing, all in one convenient location. Enhance operational efficiency, improve customer satisfaction, and optimize business's financial management.

Make bookings instantly
Generate quotations
Automated Invoicing with built-in calculations
Monitor customer from booking to payment
Enable proactive follow-ups and improved cash flow.

Reports & Analytics

Track Your Sales with Precision

Monitor progress and stay updated on the real-time progress of your sales activities.
Recognize emerging trends and patterns within your sales data for strategic decision-making.
Optimize Strategies based on accurate data and performance analysis
Forecast future trends and enabling proactive planning.
Never miss out on potential sales opportunities through organized tracking

Our Dimensions

Industry we serve

Real Estate

Transform your real estate operations with our advanced digital solutions for property professionals. Automate important tasks to increase efficiency and improve the overall client experience.

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Lending

Our digital lending solutions empower financial institutions to offer online loans and streamline their operations. From capturing leads and processing loan applications to disbursing funds, our platform automates the entire process seamlessly.

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Insurance

Our advanced InsurTech solutions help insurance companies to improve the quality of their offerings and maximize their efficiency. Improves customer experience, reduce human interventions, and accelerate decision-making guaranteeing a smooth and effective experience for clients and insurance professionals

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Edutech

Our innovative educational technology solution automates the whole educational process, from attracting potential students and facilitating registration to managing coursework and fostering collaboration, resulting in a streamlined and efficient learning trip for students and educators.

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Our Solutions

Solutions we serve

It help organizations build and maintain strong relationships with their customers, leading to improved customer satisfaction, loyalty, and overall business success.