Platform Features

Powerful tools to manage and automate your business

Explore the features available across CRM, WhatsApp Business, digital visiting cards, HRMS, payment collection, AI chatbot, calling and performance management.

Features for every part of your business

Use individual modules or connect multiple systems to create a complete business management workflow.

Lead Capture

Create and organize leads with customer details, source, requirements, assigned users and current status.

Sales Pipeline

Track leads through new, contacted, interested, follow-up, converted and closed stages.

WhatsApp Communication

Manage customer conversations, approved templates, webhook events and configured automated responses.

Digital Business Profile

Publish business details, products, catalogs, team members, locations and contact links.

Attendance & Leave

Track employee attendance, leaves, overtime, joining information and work schedules.

Payment Collection

Monitor customer balances, payment promises, collection activity and account history.

AI Chatbot

Support customer conversations using connected business knowledge and configured response workflows.

Call Management

Track calls, recordings, customer responses, transcripts and AI-assisted recommendations.

Performance Dashboards

Monitor employee KPIs, department results, targets and business performance from dashboards.

New Leads Capture and assign enquiries
Follow-ups Schedule customer callbacks
Hot Leads Prioritize important opportunities
Conversion Track sales performance

Manage the complete customer journey

Organize leads, customer conversations, follow-ups, sales opportunities and account history from one connected CRM system.

  • Lead creation, import and assignment
  • Custom lead stages and pipeline tracking
  • Follow-up dates, reminders and customer responses
  • Tasks, meetings and party visits
  • Lead source and conversion reporting
  • User-wise and department-wise dashboards
Customer Inbox View incoming conversations
Templates Manage approved messages
Webhook Logs Track incoming events
Replies Configured customer responses

Connect WhatsApp conversations with your CRM

Authorized businesses can connect their WhatsApp Business account to manage customer communication, approved templates and webhook-based workflows.

  • Business account and phone number configuration
  • Incoming message webhook handling
  • Customer conversation history
  • Approved message template management
  • Delivery and status event logs
  • Configured chatbot and reply workflows
Business Profile Company and owner information
Products Show products and services
Team Members Display department contacts
Locations Share business locations

Create a professional digital business identity

Share your company information through a mobile-ready business profile that customers can open using a link or QR code.

  • Business logo, banner and owner details
  • Products, catalogs and service information
  • Team member and department profiles
  • Business locations and contact actions
  • Certifications, awards and testimonials
  • Social media, website and payment information
Employees Profiles and departments
Attendance Daily work tracking
Overtime Overtime entry management
Payroll Salary and payroll records

Manage employees and workforce operations

Maintain employee records, attendance, leave, overtime, payroll, documents and performance information in one HR management system.

  • Employee profiles and department mapping
  • Attendance, leave and working-day tracking
  • Overtime entry and monthly calculation
  • Payroll and salary information
  • Employee document management
  • Department and employee KPI reports
Customer Ledger Debit and credit entries
Pending Amount Outstanding payment view
Promise Date Payment commitment tracking
Collection Owner Track responsible employee

Track collections and customer balances

Maintain customer transaction history, pending amounts, payment promises and collection activity from one organized payment tracking system.

  • Customer debit and credit ledger
  • Monthly opening and closing balances
  • Pending, advance and clear account status
  • Promise date and payment reminder tracking
  • Collection employee and payment history
  • Customer-wise payment reports
AI Chatbot Business-aware responses
AI Calling Call insights and suggestions
Lead Scoring Identify important leads
Smart Suggestions Recommended next actions

Use AI to support repetitive business work

AI features can help teams respond faster, prioritize important opportunities and understand customer communication more effectively.

  • Business knowledge-based chatbot support
  • Lead score and priority suggestions
  • Follow-up and sales recommendations
  • Call transcript and response analysis
  • Customer response drafting assistance
  • Performance and workflow insights

Access designed around business roles

Business data and features can be controlled according to the user, department, role and connected business account.

Role-Based Access

Provide access according to employee roles, departments and responsibilities.

Business Separation

Keep business information organized according to the connected admin or tenant account.

Activity History

Maintain useful logs and history for customer, lead and operational activities.

Controlled Integrations

Store and use integration credentials only for authorized connected business accounts.

Feature availability

Available features may depend on the selected plan, enabled modules, user permissions and business configuration.

WhatsApp Business functionality depends on Meta permissions, the connected WhatsApp Business account, approved templates and applicable platform policies.

AI chatbot and calling functionality may depend on third-party providers, API access, usage limits and additional setup requirements.

Need help selecting the right features?

Contact our team to discuss your business workflow, departments and required modules before setup.

Request a Demo