CATEGORY 01
1-Click Ingestion & Portal Connectors
Eliminate manual lead exports and delays with sub-3.8s automated capture from India's top ad networks and directories.
Direct Connectors:
MagicBricks
Housing.com
99acres
IndiaMART
Justdial
WooCommerce
MagicBricks
Housing.com
99acres
IndiaMART
Justdial
WooCommerce
⚡ Instant Webhook
Google & Meta Ads Ingestion
- Direct webhook connection for Facebook & Instagram lead forms
- Google Search & PMax form instant auto-fetch in < 2 seconds
- Campaign, ad group, and UTM source tracking automatically logged
Realty Portals (MagicBricks, Housing, 99acres)
MagicBricks
Housing.com
99acres
- Automatic buyer lead capture with project budget and preferred BHK size
- Verified contact numbers and locality preference auto-tagging
- Zero manual CSV downloads or copy-paste errors
IndiaMART & Justdial Auto-Capture
IndiaMART
Justdial
- Instant ingestion of B2B buy leads, RFQ tenders, and pan-India inquiries
- Real-time SMS & email webhook parsing for local search buyers
- Automated rep push alerts for urgent RFQs
WooCommerce & Custom Web Forms
WooCommerce
⚡ Custom React / Webhook
- Sync e-commerce orders, checkout inquiries, and customer carts
- Embeddable responsive lead capture forms for WordPress & React
- Secure inbound REST webhooks with sub-100ms response time
⚡ 3.8s SLA
Instant Routing & Deduplication
- Round-robin, territory-based, and rep skill-based auto assignment
- Intelligent phone/email deduplication prevents double-calling
- Instant mobile push notification to the assigned sales rep
CATEGORY 02
Core CRM & Visual Deals Pipeline
The central nerve center for tracking leads, deals in INR, daily customer interactions, and follow-ups.
🎯 INR Kanban
Visual Deals Kanban
- Custom sales stages matching your unique deal qualification process
- Drag-and-drop deal movement with total pipeline value in INR (₹)
- Win probability forecasting and deal decay color-coding
🎯 Complete 360°
Customer 360° Profiles
- Unified customer view: deal history, phone logs, quotations, notes
- Multi-contact account hierarchy for B2B enterprises
- Custom fields for PAN, GSTIN, BHK requirements, and IDs
🎯 Zero Overdue
Daily Tasks & Reminders
- Scheduled follow-ups linked directly to customer deal cards
- Priority badges (High, Medium, Normal) with deadline alerts
- Manager completion audits and team workload visibility
🎯 Retention
Renewal & Expiry Tracker
- Automated contract, AMC, and subscription expiry tracking
- Proactive alerts 30, 60, and 90 days before deal expiration
- Automatic assignment of renewal tasks to account managers
CATEGORY 03
Field Force GPS & Verified Site Audits
Ground-truth accountability for on-ground sales executives, inspectors, and delivery teams.
📍 Sub-Meter GPS
Live GPS Radar
- Real-time live map showing all active on-field team members
- Active, Inactive, and In-Meeting visual status markers
- Battery percentage and network connectivity monitoring
📍 15-Day History
Route Replay & Travel Audits
- Animated timeline playback of exact travel routes taken
- Accurate kilometer calculation for travel allowance claims
- Stop duration logs identifying meeting vs transit times
📍 100m Geofence
Geofenced Attendance Punch
- Punch-in enabled only within approved 100m office/branch radius
- Prevents fake proxy attendance or off-site check-ins
- Biometric and selfie verification option on mobile app
📍 E-Sign & Photo
Verified Site Visits & E-Sign
- Schedule, dispatch, and navigate reps directly to client sites
- Mandatory photo capture with GPS coordinates embedded
- Digital client on-screen signature for proof of visit completion
CATEGORY 04
Android Call Overlays & Communications
Turn every phone call into a closed deal with live caller context and 1-tap WhatsApp follow-ups.
📞 Android Exclusive
Live Android Call Overlay
- Floating screen popup appears the moment a lead or client calls
- Displays lead name, active deal stage, pending quotes, and last notes
- 1-Tap post-call outcome logger: "Interested", "Site Visit", "Callback"
📞 1-Tap WhatsApp
WhatsApp Quick Outreach
- 1-Tap WhatsApp outreach with pre-approved proposal & brochure templates
- Chat conversation history logged into customer deal cards
- Automated quote sharing and payment link messaging
📞 Unified Calendar
Team Calendar & Meetings
- Multi-rep availability views for seamless client meeting handoffs
- Direct meeting link attachments to lead and deal cards
- Automated reminder alerts before scheduled calls & demos
CATEGORY 05
NEX - AI & Automated Workflows
Intelligent algorithms that score leads, flag stalled deals, and automate mundane sales floor tasks.
🤖 NEX - AI Scoring
NEX - AI Lead Scoring
- Dynamic Hot / Warm / Cold grading based on budget, velocity, and engagement
- Identifies high-intent property buyers and wholesale RFQs automatically
- Prioritizes daily calling queues to maximize conversion rates
🤖 Auto-Triggers
Automated Event Workflows
- Event triggers: "Lead Uncontacted > 2 hrs", "Site Visit Completed"
- Multi-step automations: reassign rep, dispatch WhatsApp, notify manager
- Complete execution history logs for transparency and compliance
🤖 Velocity Guard
Pipeline Velocity & Decay Alerts
- Visual alerts for deals that remain stuck in a stage beyond SLA
- Manager escalation for uncontacted portal leads
- Predictive pipeline health metrics and revenue risk forecasting
CATEGORY 06
Customer Accounts, Proposals & POS
Streamline quotes, sales orders, payment ledgers, and salon/restaurant POS operations.
💼 PDF Generator
Proposals & Quotations
- Generate professional branded PDF proposals and quotations in seconds
- Include custom terms, product lines, discounts, and payment milestones
- 1-Click WhatsApp & Email sharing with client acceptance tracking
💼 Real-Time Ledger
Customer Payment Ledgers
- Track received payments, pending balances, and advance deposits
- Support for UPI, Net Banking, Cheque, and Cash logs
- Instant PDF payment receipts generated upon transaction entry
💼 Vertical POS
Salon & Restaurant POS Included
- Full Salon & Spa appointment booking, stylist commission, and package billing
- Restaurant QR contactless ordering, KOT printing, and table management
- Seamlessly integrated into your central Growth Pro & Scale Elite CRM tiers
💼 Multi-Warehouse
Inventory & Stock Tracking
- Real-time stock counts across multiple branch locations and godowns
- Automated low-stock alerts before items run out
- SKU, category, batch, and barcode organization
CATEGORY 07
Security, Multi-Tenancy & Administration
Enterprise data isolation, two-factor authentication, and granular role permissions.
🛡️ Multi-Factor
Two-Factor Authentication (2FA)
- TOTP app-based 2FA compatible with Google & Microsoft Authenticator
- Dynamic QR code setup for swift staff onboarding
- Emergency backup recovery codes for secure admin access
🛡️ Bank Grade
Hardened Multi-Tenant Isolation
- Database-level logical and cryptographic separation of all client records
- 256-bit SSL encryption in transit and AES-256 encryption at rest
- Hosted on high-security, ISO-compliant cloud servers in India
🛡️ Role Control
Granular Roles & Permissions
- Hierarchical roles: Super Admin, Branch Manager, Sales Rep, Field Operative
- Field-level access restrictions: hide contact numbers from junior reps if needed
- Complete audit trail logs every login, edit, and deletion event