Every operational tool your team needs, on one record
Adopt one module or scale the entire suite. They share contacts, employees, deals and invoices natively — so the CRM already knows what the helpdesk saw and payroll already knows who was present.
Visual pipelines, quotations and automations
Drag deals across custom stages, build branded quotes inline, and let automations reach into every other module the moment a deal moves.
- See every deal's real position at a glance
- Branded quotes without leaving the deal
- Trigger workflows on any record change
Plan the route, capture the receipt, approve in a tap
Field reps plan itineraries, log visits against CRM accounts, and snap expense receipts — approvals run through policy checks and land as structured lines for finance.
- Fewer miles between field visits
Workflows and checklists on any record
Attach tasks, approvals and checklists to a deal, a ticket, an employee or a tour. A won deal can spin up a whole onboarding workflow without anyone lifting a finger.
Explore Task Management
Attendance, leave and multi-branch payroll
Biometric and geofenced check-in, live leave balances, and payroll runs per branch and currency — every hour worked flows straight into finance.
- Accurate check-in for distributed teams
- One run, many currencies and jurisdictions
- The full employee lifecycle in one record
Ask your data. Draft the reply. Move on.
A copilot that summarises leads, drafts follow-up emails and answers plain-language questions grounded in live data from every module — not a generic chatbot.
- Ask your data in plain language
Support that sees the whole customer
Tickets, complaints and SLA workflows sit on the same record as the deal and the WhatsApp thread — so an agent opens a ticket already knowing the account's value and history.
- Nothing breaches without someone knowing
A shared inbox that captures every lead
Send on the official WhatsApp Business Cloud API, assign threads across the team with SLA, and watch every new number become a CRM contact automatically.
- Team-wide conversations, auto lead capture
Broadcasts that send from your own SES
Build segments from live CRM data, compose once, and dispatch through AWS SES with deliverability and open-rate reporting back on the contact record.
Explore Email Marketing
Plan, schedule and reply from one calendar
Compose once and queue across every connected channel, then handle comments and DMs in a shared engagement inbox that links back to the CRM contact.
Explore Social Automation
Not sure where to start?
Most teams begin with CRM + WhatsApp, then add HRMS. Turn modules on any time — the data is already connected.
Replace the stack. Keep the data.
Deploy your modular AI operations suite on one database in five minutes.
