CRM & Sales Pipeline

CRM module covering lead, opportunity, quote, order and invoice on one pipeline. Tightly integrated with the ERP, no rekeying needed.

Yes. Native Meta Lead Ads and Google Ads conversion APIs, every paid lead arrives with full ad context.

Can it auto-capture leads from Meta and Google Ads?

Yes, when paired with our WhatsApp Automation module, every conversation lands on the customer timeline.

Does it support WhatsApp two-way messaging?

Yes. Gmail, Outlook, generic IMAP, full two-way sync with auto-association to contacts.

Will it sync with my existing email?

Lead → opportunity → quote → order → invoice, one funnel, one source of truth

Respond to every lead within 5 minutes, leads contacted in 5min are 9x more likely to convert

Increase win rate 15–30% with structured pipeline and AI suggestions

Cut quote-to-cash cycle 50% with native ERP integration

Reduce churn 20%+ with health-score-driven CS workflows

Multi-channel lead capture web, FB, IG, WhatsApp, walk-in

Auto-assignment by territory, product, language, round-robin

Lead scoring with custom rules + AI

Source tracking and ROI attribution

Drag-drop kanban pipeline, multiple pipelines per team

Stage probability, forecast amount, weighted forecast

Activities: calls, emails, meetings with auto-log