Platform

Feature catalogue

Everything the platform can do

183 implemented capabilities across CRM and HRM, grouped by area.

Implemented ≠ included in every plan. This catalogue lists what the products do. Which capabilities your organization can use is governed by your subscription and entitlements (a plan-level control that is applied server-side).

CRM

98 capabilities

Leads & Pipeline

  • Lead managementlive
  • Pipeline stages & sub-stageslive
  • Assignment & routing ruleslive
  • Lead scoringlive
  • SLA policieslive
  • Smart viewslive
  • Duplicate detection & mergelive
  • Conversion propensity (AI)live

Contacts, Accounts & Deals

  • Accountslive
  • Contactslive
  • Deals / opportunitieslive
  • Activities & taskslive
  • Appointments & booking pageslive
  • Events & registrationslive

Communication

  • Email + templates + opt-outlive
  • WhatsApp messaginglive
  • Shared inboxlive
  • Email capture (inbound)live
  • Live chatlive
  • Knowledge baselive
  • Surveyslive

Marketing

  • Campaigns + segments + attributionlive
  • Drip / nurture sequenceslive
  • Tracking links & landing pageslive
  • A/B testslive
  • Referralslive
  • Couponslive
  • Web formslive

Telephony

  • Click-to-call (Twilio)live
  • Power dialer + queueslive
  • Inbound call / IVR routinglive

Automation & Workflow

  • Workflow enginelive
  • Pipeline blueprintslive
  • Chatbot ruleslive

CPQ & Payments

  • Products & price bookslive
  • Quoteslive
  • Price ruleslive
  • Sales orderslive
  • Vendors & POslive
  • Fee plans + gatewaylive
  • GST invoicinglive

Analytics & Reporting

  • Dashboards & snapshotslive
  • Saved reports + schedulinglive
  • Sales quotas & forecastinglive
  • Visitor trackinglive

AI

  • AI orchestration (BYO provider)live
  • Summaries, next-best-action, draftslive
  • Call scorecardslive

Customization & Data

  • Custom fieldslive
  • Custom objects (no-code)live
  • Tagslive
  • Global searchlive
  • Document librarylive
  • i18n & localizationlive

Integrations & API

  • Connectorslive
  • Meta lead adslive
  • Google Ads synclive
  • Public API + webhookslive
  • Event buslive
  • Marketplacelive
  • Extensibilitylive

Security & Administration

  • Custom RBAC templateslive
  • IP ruleslive
  • SSO (SAML/OIDC) + LDAPlive
  • DPDP / consentlive
  • Data residencylive
  • Audit logginglive
  • Branches & teamslive

Industry packs

  • Education (admissions)live
  • Real estatelive
  • Automotivelive
  • Healthcarelive
  • BFSIlive
  • Retaillive

HRM

85 capabilities

Employee & Organization

  • Employee master & org datalive
  • Departments & designationslive
  • Custom fieldslive
  • Employee groupslive
  • Org chartlive
  • Field-level accesslive
  • Bulk importlive
  • Contractslive

Attendance & Time

  • Check-in/out & derivationlive
  • Regularizationlive
  • Geo / field attendancelive
  • Face recognitionlive
  • Biometric deviceslive
  • Shifts & rosterlive
  • Shift swapslive
  • Timesheets & projectslive

Leave

  • Leave requests & approvallive
  • Balances & accrual enginelive
  • Encashmentlive
  • Comp-offlive
  • Holidays & opt-inlive
  • Custom balanceslive

Payroll & Statutory

  • Payroll runs & payslipslive
  • Payslip calculatorlive
  • Salary structureslive
  • PF / ESI challanslive
  • TDS / Form 16 / PT / gratuity / FnFlive
  • Loans & amortizationlive
  • Earned wage accesslive
  • Bank payoutslive

Recruitment

  • ATS (jobs, pipeline, applications)live
  • Offers + approval + portallive
  • Interview scorecards & schedulinglive
  • Careers site + resume inboxlive
  • Vendors, BGV & referralslive

Onboarding & Offboarding

  • Onboarding journeys & candidate portallive
  • Exit & clearancelive
  • Exit interviewslive
  • Offboarding formslive

Performance & Growth

  • Appraisals + 360 + normalizationlive
  • OKR / goalslive
  • 9-box / probation / talentlive
  • 1-on-1slive

Learning

  • LMS courses & enrollmentslive
  • SCORM playerlive
  • Certifications & expiry alertslive
  • Skill gap / matrixlive

Compensation & Benefits

  • CTC breakup & pay bandslive
  • Salary revisionslive
  • Benefits / FBP declarationslive

Workplace

  • Assets & IT requestslive
  • Expenses & travellive
  • Helpdesk / ticketinglive
  • Documents + e-signaturelive
  • Letters (templates & merge)live
  • Announcementslive
  • Engagement: pulse, surveys, recognitionlive

Analytics, Automation & AI

  • Headcount / attrition analyticslive
  • Report builder & dashboardslive
  • Workflow enginelive
  • Approval chains + SLAlive
  • AI copilots (JD, appraisal, interview)live

Security & Administration

  • SSO (SAML/OIDC) + LDAPlive
  • DPDP: consent, erasure, retentionlive
  • Credential vaultlive
  • Integrations (Google/MS/Tally)live
  • Public API + webhookslive
  • 24 industry vocabulary packslive