Intelligent CRM
Unifies leads, deals, contacts, communications, and projects in a single database. Features automated lead scoring, objection analysis, unified omnichannel inbox, and predictive sales forecasting.
Key Capabilities
Comprehensive Lead to Customer lifecycle conversion (NEW → WON).
AI-driven lead scoring mapping utility bills and operational parameters.
Omni Inbox consolidating customer emails, WhatsApp chats, and call logs.
Predictive sales forecasting with weighted pipeline analysis.
Full CRM audit logs capturing user actions for enterprise security compliance.
Frequently Asked Questions
Does the CRM support custom fields?
Yes, the lead and customer models contain flexible custom fields for custom business attributes.
How is lead scoring calculated?
Calculated based on contact completeness, target account size, historical response rates, and activity recency.
Does the CRM sync with external email clients?
Yes, email synchronization links customer threads directly to contacts, deals, and projects inside the dashboard.
Can we track customer referral metrics?
Yes, CRM manages customer referral records, tracks reward distributions, and applies discount credits on deals.
What custom filters can we apply to lead pipelines?
You can filter pipelines by custom deal tags, lead source campaigns, geographic locations, and assigned account owners.