Lead and customer modules Capture, assign, qualify, update, and track customers through clear lifecycle states.
02
Pipeline board Visual stage tracking for sales, admissions, support, or service workflows.
Task and follow-up system Reminders, assignments, due dates, notes, and escalation triggers.
Role and permission control Admin, manager, agent, and viewer access configured by responsibility.
Reports and dashboards Conversion, team activity, source performance, and customer insights.
Automation and AI layer Lead scoring, next actions, auto alerts, templates, and workflow triggers.
Lead and customer modules Capture, assign, qualify, update, and track customers through clear lifecycle states.
02
Pipeline board Visual stage tracking for sales, admissions, support, or service workflows.
Task and follow-up system Reminders, assignments, due dates, notes, and escalation triggers.
Role and permission control Admin, manager, agent, and viewer access configured by responsibility.
Reports and dashboards Conversion, team activity, source performance, and customer insights.
Automation and AI layer Lead scoring, next actions, auto alerts, templates, and workflow triggers.