Leads & Pipeline
Capture to conversion, your way.
- Lead management
- Pipeline stages & sub-stages
- Assignment & routing rules
- Lead scoring
- SLA policies
- Smart views
- Duplicate detection & merge
- Conversion propensity (AI)
Contacts, Accounts & Deals
The relationships behind every deal.
- Accounts
- Contacts
- Deals / opportunities
- Activities & tasks
- Appointments & booking pages
- Events & registrations
Communication
Reach people on every channel.
- Email + templates + opt-out
- WhatsApp messaging
- Shared inbox
- Email capture (inbound)
- Live chat
- Knowledge base
- Surveys
Marketing
Campaigns and nurture that convert.
- Campaigns + segments + attribution
- Drip / nurture sequences
- Tracking links & landing pages
- A/B tests
- Referrals
- Coupons
- Web forms
Telephony
Call from the browser.
- Click-to-call (Twilio)
- Power dialer + queues
- Inbound call / IVR routing
Automation & Workflow
Let the system do the busywork.
- Workflow engine
- Pipeline blueprints
- Chatbot rules
CPQ & Payments
Quote, order and collect.
- Products & price books
- Quotes
- Price rules
- Sales orders
- Vendors & POs
- Fee plans + gateway
- GST invoicing
Analytics & Reporting
See what is working.
- Dashboards & snapshots
- Saved reports + scheduling
- Sales quotas & forecasting
- Visitor tracking
AI
A copilot across the funnel.
- AI orchestration (BYO provider)
- Summaries, next-best-action, drafts
- Call scorecards
Customization & Data
Model your world.
- Custom fields
- Custom objects (no-code)
- Tags
- Global search
- Document library
- i18n & localization
Integrations & API
Connect the stack.
- Connectors
- Meta lead ads
- Google Ads sync
- Public API + webhooks
- Event bus
- Marketplace
- Extensibility
Security & Administration
Enterprise-grade control.
- Custom RBAC templates
- IP rules
- SSO (SAML/OIDC) + LDAP
- DPDP / consent
- Data residency
- Audit logging
- Branches & teams
Industry packs
Purpose-built for your sector.
- Education (admissions)
- Real estate
- Automotive
- Healthcare
- BFSI
- Retail
All capabilities shown are implemented in the product. Availability within a specific plan is determined by your subscription — see pricing.