Everything a CRM should do. Switched on only where you need it.
This is the full list — every capability we can build into your system. You will not use all of it, and that is the point: we turn on what your workflow needs and leave the rest off, so the software stays yours to navigate.
Built to your process · Editable by your team · Nothing you pay per-feature
What the platform covers, area by area
Each area is a group of features that work together. Most builds draw from three or four of them — which ones depends entirely on your business.
Sales & Leads
Capture every enquiry, route it to the right person, and never let a follow-up slip.
- Lead capture forms
- Lead scoring
- Duplicate detection
- Assignment rules
- Pipeline stages
- Deal forecasting
- Quotation builder
- Follow-up reminders
Replaces a lead spreadsheet and three WhatsApp groups
Automation
Assignment, escalation, reminders and approvals that run on rules, not memory.
- Workflow builder
- Trigger actions
- Scheduled jobs
- Auto-assignment
- Escalation rules
- Approval chains
- Recurring tasks
Replaces the reminders nobody sets and the chases nobody makes
Communication
WhatsApp, email, SMS and calls against one contact, with the whole thread in one place.
- WhatsApp messaging
- WhatsApp campaigns
- Email templates
- SMS alerts
- Call logging
- Conversation timeline
- Meeting scheduling
Replaces a personal phone and an inbox nobody else can see
AI
Front-desk answers, call summaries, lead scoring and extraction — where a model genuinely helps.
- AI chatbot
- Smart replies
- Intent scoring
- Call summaries
- Merge suggestions
Replaces the after-hours enquiry that waited until morning
People & HR
Attendance, leave, payroll and performance for the team running the whole thing.
- Employee directory
- Attendance tracking
- Geo-fenced check-in
- Leave management
- Shift rosters
- Payroll processing
- Performance reviews
Replaces a muster register and a payroll sheet
Finance
Invoicing, collection, expenses and Tally sync — the money side, connected to the sales side.
- Invoice generation
- GST-compliant billing
- Online collection
- Payment reminders
- Expense claims
- Vendor payouts
- Tally sync
Replaces re-typing every invoice into the accounts software
Analytics
Dashboards per role and reports your leadership actually opens, scheduled to their inbox.
- Custom dashboards
- Report builder
- Scheduled reports
- Excel & CSV export
- Target vs achievement
- Activity heatmap
Replaces the Monday report someone rebuilds by hand
Platform
Roles, permissions, audit logs, multi-branch and the API — the foundation under all of it.
- Role-based access
- Granular permissions
- Multi-company
- Multi-branch
- Audit logs
- Custom fields
- Mobile app
- REST API & webhooks
Replaces everyone seeing everything, with no record of who changed what
A feature you don't use is clutter, not value
Most CRMs charge you for the whole list so you can use a tenth of it. We treat the list differently.
Switched on to fit
We enable the features your workflow needs and leave the rest off. The screen your team sees has what they use, not a menu of everything.
Shaped to your process
Every feature here is configured, not just toggled — the fields, stages and rules match how you already work, in your own vocabulary.
Yours to change
The parts that should be editable — templates, thresholds, timings — sit in an admin screen your team controls, not behind a support ticket.
No per-feature fee
It is one build, not a pricing tier. Switching a feature on later is a configuration, not an upsell to a higher plan.
All 55 features, in one place
No search, no reveal — the complete map, so you can scan for what your business needs and note what it does not.
Sales & Leads
08Lead capture forms
Web, portal and ad leads land straight in the queue
Lead scoring
Rank enquiries by budget, source and engagement
Duplicate detection
Catches the same person arriving from two sources
Assignment rules
Route by territory, product, language or load
Pipeline stages
Stages named the way your team actually speaks
Deal forecasting
Weighted projections by stage and close date
Quotation builder
Branded quotes with approval before they go out
Follow-up reminders
Nothing sits untouched past its promised date
Automation
07Workflow builder
If this happens, do that — without a developer
Trigger actions
Fire on stage change, form fill or payment
Scheduled jobs
Nightly syncs, digests and cleanup runs
Auto-assignment
Round-robin or rule-based owner allocation
Escalation rules
Breach an SLA and it moves up automatically
Approval chains
Discounts and refunds need the right sign-off
Recurring tasks
Renewals and service visits regenerate on schedule
Communication
07WhatsApp messaging
Two-way chat on the official Business API
WhatsApp campaigns
Approved template broadcasts with delivery reports
Email templates
Merge-field emails sent from your own domain
SMS alerts
Transactional and OTP messages via your gateway
Call logging
IVR and mobile calls attached to the right record
Conversation timeline
Every message and call against one contact
Meeting scheduling
Google Meet or Zoom links generated on booking
AI
05AI chatbot
Answers common questions and qualifies after hours
Smart replies
Suggested responses drafted from past conversations
Intent scoring
Flags which enquiries are actually ready to buy
Call summaries
Transcribes calls and writes the follow-up note
Merge suggestions
Proposes which duplicate records to combine
People & HR
07Employee directory
Records, documents and reporting lines in one place
Attendance tracking
Web, mobile or biometric punch-in
Geo-fenced check-in
Field staff mark attendance only at the site
Leave management
Balances, approvals and holiday calendars
Shift rosters
Rotating shifts with overtime calculation
Payroll processing
Salary runs with PF, ESI and TDS handled
Performance reviews
Targets, appraisal cycles and rating history
Finance
07Invoice generation
Convert a won deal into an invoice in one click
GST-compliant billing
Correct tax splits, HSN codes and e-invoicing
Online collection
Payment links through Razorpay, Stripe or PayU
Payment reminders
Escalating nudges until the invoice clears
Expense claims
Staff submit, managers approve, finance reimburses
Vendor payouts
Track what you owe suppliers and subcontractors
Tally sync
Ledgers move across without re-entry
Analytics
06Custom dashboards
A different home screen for each role
Report builder
Build a report without raising a ticket
Scheduled reports
Monday numbers in the MD's inbox automatically
Excel & CSV export
Any view exports with filters intact
Target vs achievement
Live progress against monthly and yearly goals
Activity heatmap
See who is actually working the pipeline
Platform
08Role-based access
Each role sees only what it should
Granular permissions
Field-level control, down to who can edit price
Multi-company
Separate books and branding under one login
Multi-branch
Branch-wise data with a consolidated view on top
Audit logs
Who changed what, when — permanently recorded
Custom fields
Add the fields your business needs, any time
Mobile app
Native Android and iOS for field teams
REST API & webhooks
Your own developers can build on top of it
Tell us the six features you'd actually use
Most teams need a fraction of this list, plus one or two things that are not on it at all. Tell us what they are, and we will scope a build around them.
- Only the features your workflow needs, switched on
- Configured to your process, not just toggled
- The editable parts, in your team's hands
- One build — no per-feature pricing tiers