Lead and customer modules
Capture, assign, qualify, update, and track customers through clear lifecycle states.
02
Pipeline board
Visual stage tracking for sales, admissions, support, or service workflows.
Task and follow-up system
Reminders, assignments, due dates, notes, and escalation triggers.
Role and permission control
Admin, manager, agent, and viewer access configured by responsibility.
Reports and dashboards
Conversion, team activity, source performance, and customer insights.
Automation and AI layer
Lead scoring, next actions, auto alerts, templates, and workflow triggers.
Lead and customer modules
Capture, assign, qualify, update, and track customers through clear lifecycle states.
02
Pipeline board
Visual stage tracking for sales, admissions, support, or service workflows.
Task and follow-up system
Reminders, assignments, due dates, notes, and escalation triggers.
Role and permission control
Admin, manager, agent, and viewer access configured by responsibility.
Reports and dashboards
Conversion, team activity, source performance, and customer insights.
Automation and AI layer
Lead scoring, next actions, auto alerts, templates, and workflow triggers.