Capabilities across the whole platform
Every feature here is generally available or in open beta. All modules share contacts, employees, deals, and records natively with zero webhook lag.
CRM & Deal Pipelines
Visual multi-stage sales funnels, quotation revisions, and deal stage analytics.
Visual Pipeline Kanban
See every deal's real position at a glance
Unlimited custom stages, drag-to-advance, weighted forecast totals and stage-conversion analytics per pipeline.
Quotation & Document Builder
Branded quotes without leaving the deal
Reusable templates, line-item catalogs, approval routing and one-click PDF — quotes count against a monthly quota.
No-Code Automations
Trigger workflows on any record change
If-this-then-that rules across modules: a stage change fires a WhatsApp template, a won deal creates an onboarding task.
HRMS & Workforce Ops
Geo-tagged attendance check-ins, multi-tier leave policies, shift rosters, and payroll.
Biometric & Geo Attendance
Accurate check-in for distributed teams
Device biometrics, geofenced mobile check-in, shift rules and exception flags that feed straight into payroll.
Multi-Branch Payroll
One run, many currencies and jurisdictions
Per-branch salary structures, auto-generated slips, and a single consolidated cost view for finance.
Leave, Assets & Appraisals
The full employee lifecycle in one record
Self-serve leave with live balances, asset assignment & return tracking, and structured appraisal cycles.
WhatsApp Business Cloud
Shared team inboxes, automated template broadcasts, and immediate lead routing.
WhatsApp Shared Inbox
Team-wide conversations, auto lead capture
Cloud API sending, assignment & SLA, template broadcasts, and every new number saved as a CRM contact.
AI Studio & Copilot
AI marketing image generation, copy optimization, and automated workflow triggers.
AI Copilot & @AI Chat
Ask your data in plain language
Lead summaries, drafted follow-up emails, and an @AI mention in any note that answers from live module data.
Tour & Expense Approvals
Travel advance requests, expense claim verification, and multi-tier manager approvals.
Tour Route Optimisation
Fewer miles between field visits
Suggests visit order and timing from itinerary constraints. In open beta for Tour & Expense customers.
Helpdesk & Support
Multi-channel ticket queues, SLA escalation rules, and customer satisfaction tracking.
SLA Workflows & Escalation
Nothing breaches without someone knowing
SLA timers per priority, escalation rules and a unified customer view across CRM, WhatsApp and email.
See it running on your data
Start a 14-day free trial and turn on the features your team is evaluating.
