Interactive system specification, architecture flow, and sitemap.
The nerve centre of the CRM. Each lead source connects via a dedicated method, taking only 5–15 minutes to configure. Paste an API key or webhook URL, map the fields, and leads flow automatically.
Every incoming lead passes through an automated intake pipeline, requiring zero manual entry.
Each lead gets a comprehensive profile card. Bulk actions allow users to reassign, tag, or enrol leads into drip sequences. Statuses move from: New → Contacted → Qualified → Proposal → Negotiation → Converted/Lost.
A visual sequence builder for multi-step journeys. Set Triggers (no reply, link clicked), build Steps (Email/SMS/WA), add Delays, and use Conditional Branches.
Qualified leads convert to Deals on a Kanban pipeline (Discovery → Proposal → Demo → Negotiation → Won/Lost). Includes revenue forecasting based on deal probability.