Leads and sales pipeline
Capture from website forms, webhooks, Meta Lead Ads, email or Excel import, with the source kept on every record.
- Duplicate detection and merging, recycle bin with restore
- Configurable pipeline stages, with hand-over between agents and history
- Opportunities in Kanban, with products attached and forecast by period
- Custom fields on any record type
Quotations, contracts and online acceptance
Quotation editor with products and bundles, PDF generated automatically and a public link sent to the client.
- Quotation options and open tracking
- E-signature on quotation and contract
- Internal approval of discounts before sending
- Direct conversion into an order or an invoice
Follow-up sequences and communication
Automatic message series by email, SMS or WhatsApp, triggered after a quotation is sent, an invoice is issued or a review is requested.
- A/B testing on subject and content
- Email campaigns through Brevo, with double opt-in
- IMAP and SMTP inbox, with messages linked to the client record
- WhatsApp Business through the Cloud API, Messenger and Instagram
Clients, partners and portal
Client record with history, documents, invoices, communications and notes on a single screen.
- Multiple contacts per company, partners and suppliers kept separate
- A portal where clients see their quotations, invoices and tickets
- Calls through Zadarma telephony, in the client history
- Consents and data-subject requests managed in the platform
Commissions, targets and reports
Commissions per agent, targets per period and team leaderboards, calculated from recorded sales.
- Reports on leads, conversion, quotations, sales and payments
- Scheduled reports, emailed automatically
- Dashboard configurable per role
- Export to Excel and CSV
Invoicing and payments
Proformas, tax invoices, credit notes and recurring invoices, issued directly from a quotation or an order.
- VAT calculated per line, in AED or any currency
- Invoice data ready for your e-invoicing service provider
- Payment link through Stripe or PayPal, reconciled against the invoice
- Cash register, expenses, budgets and overdue report
Orders, products and inventory
Orders from WooCommerce, PrestaShop, Shopify, Amazon.ae and noon come into the platform automatically.
- Shipping labels through Aramex and Emirates Post, with delivery status
- Picking, delivery confirmation and returns on the same record
- Products with categories, variants, bundles and multiple warehouses
- Purchasing from suppliers, receipts and cost per product
Activities, projects and calendar
Tasks with checklists, comments and time tracking per activity, projects with owners and deadlines.
- Calendar synced with Google Calendar and Outlook Calendar
- Public booking pages, straight into the calendar
- Activities linked to a lead, quotation, invoice or ticket
- Notifications for missed deadlines
Documents, forms and signature
Contracts and documents sent by public link and e-signed, with OTP validation.
- Document templates filled in with client data
- Forms built in the platform, flowing straight into the CRM
- Surveys sent to clients after delivery
- Events with registrations and attendee lists
Support and customer satisfaction
Tickets with tracked response times, quick replies and history per client.
- Knowledge base, internal and client-facing
- Automatic review collection after delivery
- Link between ticket, invoice and order
- The client portal, for opening and tracking tickets
Automations, API and AI assistant
Rules that run when a stage changes, an invoice is issued or a deadline is missed.
- REST API with per-application keys and limited permissions
- Signed webhooks to your own systems
- Connection through Zapier and Make
- AI assistant for drafting and summaries, on your company’s key
Security and administration
Roles and permissions per module and per action, defined for every job in the company.
- Two-factor authentication and management of active sessions
- Audit log: who changed what, and when
- Backups, server checks and signed updates
- 15 interface languages and installation as a phone app