Visual Sales Pipeline
Track every sales opportunity from lead to closed deal via an interactive Kanban board.
Customer Relationship Management
Stronger Relationships, Higher Sales
A CRM integrated with WhatsApp and ERP, giving you a 360° view of every customer from first contact to post-sale.
Problems it solves
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Lost deals due to missed follow-ups — automatic alerts and tasks ensure every opportunity is followed up at the right time.
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Customer info scattered across WhatsApp, Excel, and email — a unified customer file aggregating all interactions and transaction history.
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Difficulty measuring sales team performance — detailed reports per rep and per pipeline stage.
Key capabilities
WhatsApp as the Primary Channel
Automated replies, scheduled follow-ups, and customer notifications directly on WhatsApp from the CRM record.
Complete Customer Profile
Every interaction, invoice, order, and complaint in one file per customer — visible to your entire team.
Sales Performance Reports
Close rates, average sales cycle, and rep performance in real-time reports.
Automatic Tasks & Follow-ups
Automatic reminders to reps to follow up on stagnant opportunities before it's too late.
Availability: Included in ERP plans or available as an add-on through Build Your Package.