360° Lead Profile
Access a unified view of every lead’s communication history, tasks, call recordings, and notes to personalize your approach.
Unified view
Communication history
Call recordings
Personalization
Integrated Dialer with Call Recording
Place calls directly within the CRM, record conversations for training and compliance, and monitor call quality in real time.
Built-in dialer
Quality monitoring
Call recording
Training tools
Automated Lead Distribution
Monitor the delivery, open, and response rates of your WhatsApp campaigns through automated distribution strategies.
Delivery tracking
Open rates
Response analysis
Strategy optimization
Smart Task Scheduling & Reminders
Automate task creation, send reminders via WhatsApp, SMS, and email to ensure timely follow-ups.
Automated tasks
Multi-channel reminders
Timely follow-ups
Never miss a lead
Site Visit Management
Schedule and track site visits, send automated confirmations and reminders for better visitor coordination.
Visit scheduling
Automated confirmations
Tracking system
Reminder automation
Lead Segmentation
Segment your leads dynamically by city, pin code, budget, or campaign to deliver personalized communication and offers.
Dynamic segmentation
Multiple criteria
Tailored approach
Targeted campaigns
WhatsApp 1:1 Chat
Connect with leads instantly, share documents and project details within the CRM for better engagement.
Instant chat
Project details
Integrated chat
Better engagement
Contact Masking
Protect your leads’ privacy by masking phone numbers during calls and digital communications.
Masked contacts
Data security
Privacy protection
Compliance ready
