Customer Relationship Management
LiveEvery lead, every deal, every customer — in one place.
Capture enquiries from every channel, track every deal through a clear pipeline, and never miss a follow-up again. A CRM configured to the way your team actually sells, not the way a template assumes.
How it works
What's inside.
Lead Capture
Enquiries from website, WhatsApp, calls, and ads land in one inbox automatically.
Pipeline Management
Every deal visible by stage, owner, and value — no spreadsheet required.
Follow-up Automation
Reminders, tasks, and messages triggered so no lead goes cold.
Contact & Account History
Every call, message, quote, and note on one customer timeline.
Quotes & Invoices
Proposals and invoices generated from the deal, tracked to payment.
Team & Territory Management
Assignment rules, roles, and targets for every salesperson and branch.
Sales Reporting
Conversion, source, and revenue dashboards leadership can act on.
Integrations
Connects with ERP, email, WhatsApp, and your website through documented APIs.
Configurable by design
Adapted to your industry, not the other way around.
Real Estate
Site-visit booking, lead source tracking, and broker pipelines.
Education
Admission enquiries, counselling follow-ups, and conversions.
B2B Services
Proposals, renewals, and account management.
Configured, not just installed.
Pipeline stages, fields, automations, and reports are set up to match how your team really sells. Your existing contacts and deals are migrated, and your team is trained before go-live.
- Pipeline and fields configured to your sales process
- Existing contacts and deals migrated and validated
- Hands-on training for your sales team
- Support contract with guaranteed response times
FAQ
Answers, upfront.
The questions every buyer asks — answered directly.
A standard CRM setup goes live in 1–3 weeks, including configuration, data migration, and team training.
Yes. We migrate data from spreadsheets, other CRMs, and exports — mapped, cleaned, and validated before go-live.
Yes. Won deals, customers, and invoices flow straight into ERP, so sales and operations work from the same data.
Yes. Website forms, WhatsApp, calls, and ad platforms can all feed leads into the CRM automatically.
Yes. Your sales team can update deals, log calls, and see follow-ups from their phones.
See CRM on your workflows.
A personalized demo built around your use case — no generic slide deck.