Lead Lifecycle Management
Harness the power of lead generation tools and strategies to attract and nurture potential customers. Effortlessly manage leads through customizable pipeline stages on a Kanban board, ensuring seamless transitions and preventing opportunities from slipping through the cracks.
Integrated Communication
Efficiently communicate with leads and customers with personalized emails, SMS, and WhatsApp messages from a centralized dashboard, ensuring consistent and convenient communication.
Task Assignment and Calendar
Assign tasks to team members for better teamwork and track day-to-day activities, appointments, and deadlines with a user-friendly calendar.
Entities
Centralize the management of contacts and organizations, allowing for easy access, updates, and relationship tracking from a single platform.
Tagging System
Create and manage tags to categorize and organize leads, opportunities, and contacts based on specific criteria, enhancing searchability and segmentation.
Custom Lead Forms
Create and manage custom forms to capture and store relevant data specific to your business needs, ensuring accurate and comprehensive customer information.