Capture prospects from any source, assign them to the right agent, detect duplicates before they spread, and work each record through qualification without losing history.

Intake: Create manually, bulk import, or receive via website/API connection. Contact fields drive duplicate matching.
Assign: Managers assign to teams and agents, or bulk reassign. Every change is recorded in assignment history.
Prioritise: Filter by status, source, owner, and follow-up due date. Tasks & follow-ups surface the next action for each agent, continued in Sales & Follow-ups.
Resolve duplicates: Potential matches appear in a review queue. Supervisors merge or dismiss before data quality degrades.

Explore Lead Management

Sales & Follow-ups

Turn every lead into a clear next action.

Agents log calls, schedule follow-ups, apply dispositions, and progress deals, with a timeline that supervisors can coach against.

Log activity: Record calls, notes, and meetings on the lead or deal timeline with timestamps and author.
Schedule follow-up: Create tasks with due dates. Reminders keep the next action visible in the agent workspace.
Apply disposition: Outcomes such as follow up, qualified, or disqualified update lead status according to your lookup configuration.
Progress deal: Opportunities carry plan line items through stages until marked won or lost.

Explore Sales & Follow-ups

Client Management

One client record. The full story.

After conversion, every paid customer lives in a stable workspace, profile, subscriptions, payments, compliance, research, and the complete activity trail.

Convert: Won opportunity creates a customer linked to the original contact identity.
Propose service: Staff propose subscriptions with catalog plans; commercial terms snapshot at sale time.
Track status: Lifecycle states from draft through active, suspended, expired, or cancelled are visible on the customer record.
Monitor expiry: Activation and end dates drive renewal conversations and reporting.

Explore Client Management

Payments

Know where revenue stands.

Record payments, verify receipts, allocate to invoices and services, and report collections, with immutable rows and reference-linked audit trails.

Issue invoice: Draft and issue invoices with PDF documents linked to the customer.
Record payment: Capture payment with mode, reference/UTR, and amount, status pending verification.
Verify: Finance confirms receipt; verified payments become available for allocation.
Allocate: Apply payment to invoice lines and subscriptions; balances update accordingly.

Explore Payments

Reports & Analytics

See the business, not just the pipeline.

One definition per metric across dashboards and exports, funnel, workload, sources, sales, compliance queues, and revenue visibility filtered by role.

Dashboard login: Role-filtered KPI sections surface on the home dashboard after authentication.
Module reports: Deep-dive reports per domain: CRM productivity, collections, onboarding, research delivery.
Source analysis: Lead source conversion shows which channels produce qualified and converted outcomes.
Export: Async jobs generate CSV/PDF files stored as private documents for download.

Explore Reports & Analytics

Additional capabilities

Specialist modules when your operation needs them

Enable Compliance & KYC, Research / Advisory, Workforce, and Customer Portal per installation, without changing the core CRM foundation.

Compliance & KYC

Keep compliance connected to the customer journey.

Onboarding cases coordinate KYC, risk assessment, agreements, and officer review, clearing customers for activation when your plans require it.

Open case: Subscription proposal or manual action creates an onboarding case with checklist items from plan policy.
Collect KYC: Identity documents and profile fields progress through not started → submitted → verified.
Assess risk: Published questionnaires produce scored assessments stored on the customer record.
Sign agreements: Agreements move through sent, OTP verification, and signed states with document evidence.

Explore Compliance & KYC

Research / Advisory

Deliver the right service to the right clients.

Author recommendations, resolve audiences by plan segment and entitlements, publish through approval workflow, and track delivery and acknowledgement, without editing published content in place.

Author: Research analysts create recommendation content in draft with revision tracking.
Review: Approvers review content before publication, optional schedule for release.
Resolve audience: System queries active subscriptions and entitlement codes; ineligible clients are excluded with reason snapshots.
Deliver: Notifications and portal feed deliver to entitled customers; expiry of service affects future eligibility.

Explore Research / Advisory

Workforce

Operations beyond the sales desk.

When enabled, HR, attendance, and payroll run alongside commercial modules, sharing the same employee directory and permission model.

Recruit: Candidates progress through stages; accepted offers convert to employees with user accounts.
Track attendance: Shifts, clock in/out, leave requests, and corrections feed finalized period summaries.
Calculate incentives: Versioned schemes apply to CRM achievement data for the payroll period.
Adjust: Bonuses, deductions, and salary advances layer onto calculated entries.

Explore Workforce

Customer Portal is an optional module, enable it when clients need self-service access. See documentation for provisioning details.

See how modules connect in your context

Book a demo tailored to your roles, modules, and client lifecycle.

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One CRM for the complete client lifecycle

Lead → Sales → Client → Compliance → Payments → Service → Renewal

Lead

Sales

Client

Compliance

Payments

Service

Renewal

See the platform in action

Primary capabilities

Core CRM capabilities

Every lead arrives with context, and leaves with a clear owner.