CRM Features

Lead & Pre-Sales

Smart Lead Management

Capture, organize, track and convert every lead with a response-first CRM system built for growing sales teams.

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Multi-Source Lead Capture

Bring leads from website, ads, Justdial and APIs directly into your CRM without manual entry.

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Lead Source Tracking

Identify exactly where your leads are coming from to optimize your marketing spend and improve conversion rates.

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Real-Time Lead Visibility

Monitor lead status and progress in real-time, ensuring your sales team never misses a beat with instant updates.

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Lead Lifecycle Tracking

Track the entire journey of a lead from initial contact to final closure with detailed stage-by-stage insights.

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Follow-up Reminders

Set automated alerts and reminders for meetings, calls, and emails to ensure consistent engagement with every prospect.

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Lead Activity Timeline

View a chronological history of every interaction, email, and call associated with a lead for complete context.

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Lead Assignment & Ownership

Automatically distribute leads to the right sales representatives based on territory, expertise, or workload.

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Dealers & Agencies CRM

Project Management

Manage multiple real estate projects, phases, and towers with ease, tracking progress and milestones from a single dashboard.

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Inventory Management

Keep a real-time track of unit availability, pricing, and status (Available, Blocked, Sold) across all your projects.

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Site Visit Management

Schedule and track site visits for prospects, capture feedback, and automate follow-ups to increase booking rates.

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Bookings & Transactions

Streamline the booking process with digital forms, payment tracking, and automated document generation for every transaction.

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Channel Partner Management

Manage your broker network efficiently with dedicated portals, commission tracking, and lead attribution.

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Pricing & Cost Sheets

Generate dynamic cost sheets with automated tax calculations, discounts, and payment plans tailored for each customer.

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Collections & Finance

Track installment payments, demand letters, and outstanding balances with automated reminders for timely collections.

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Calling & Communication

High-Speed Calling System

Optimize your outreach with a low-latency, high-performance calling infrastructure designed for high-volume sales teams.

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One-Click Calling

Initiate calls directly from your CRM with a single click, eliminating manual dialing and saving time for your sales team.

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Call Queue & Retry Logic

Automate call sequences and retries for unanswered calls, ensuring your team stays persistent without manual tracking.

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Missed Call Tracking & Recovery

Capture and log all missed calls instantly, with automated alerts to help your team recover opportunities quickly.

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Call Recording & Playback

Record all incoming and outgoing calls for quality monitoring, training, and compliance, with easy playback within the CRM.

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PBX & Telephony Integration

Seamlessly integrate your existing PBX or cloud telephony provider with CRM Solutions for a unified communication experience.

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WhatsApp CRM

WhatsApp CRM & Automation

Integrate WhatsApp directly into your sales workflow for instant communication, automated responses, and lead nurturing.

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Shared WhatsApp Inbox

Allow your entire team to manage WhatsApp conversations from a single, collaborative inbox, ensuring no message is missed.

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Template-Based Messaging

Send pre-approved WhatsApp templates for common inquiries, ensuring brand consistency and saving time for your sales team.

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WhatsApp Campaign Broadcasting

Reach thousands of prospects at once with personalized WhatsApp broadcasts, driving engagement and generating new leads.

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Automated WhatsApp Follow-ups

Schedule automated WhatsApp messages based on lead actions or time intervals to keep prospects engaged.

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WhatsApp Flow Builder

Design interactive chat journeys and automated workflows with a drag-and-drop flow builder.

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WhatsApp Analytics

Track message delivery, read rates, and engagement metrics to measure the effectiveness of your WhatsApp strategy.

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Sales Workflow

Complete Sales Workflow

Streamline your entire sales process from lead acquisition to final conversion with a unified and efficient workflow.

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Customer Management

Maintain a centralized database of all your customers, with detailed profiles, interaction history, and purchase records.

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Product Catalog

Manage your entire product or property portfolio with detailed descriptions, pricing, and availability tracking.

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Proposal Creation

Create professional and visually appealing proposals in minutes, with customizable templates and digital signature support.

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Quotation Workflow

Automate the quotation process with customizable templates, automated tax calculations, and approval workflows.

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Invoice Generation

Generate and send professional invoices to your customers with a single click, with automated payment tracking and reminders.

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Agreement Handling

Manage and track all your legal agreements and contracts in one place, with automated reminders for renewals and expirations.

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Appointment Scheduling

Allow your prospects to schedule appointments directly from your website or emails, with automated calendar sync and reminders.

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Sales Pipeline

Sales Pipeline & Deal Control

Gain complete control over your sales funnel with a visual pipeline that tracks every deal from prospect to closed-won.

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Visual Drag-and-Drop Pipeline

Manage your deals with a modern Kanban-style interface, allowing you to move prospects through stages with a simple drag-and-drop.

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Stage-Wise Conversion Tracking

Analyze how leads move through each stage of your pipeline to identify bottlenecks and optimize your sales process.

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Deal Approval Workflow

Implement structured approval processes for discounts, contracts, and special terms to maintain control over your sales operations.

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Revenue Visibility

Track your projected revenue, weighted forecasts, and actual sales performance with real-time dashboards and reports.

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Payment

Payment Collection System

Track due payments, send reminders, generate receipts, and monitor outstanding balances from one centralized collection dashboard.

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Partial & Full Payment Handling

Easily manage multi-stage payments, down payments, and partial settlements with automated balance tracking.

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Support & Service

Support Ticket System

Manage customer inquiries and issues efficiently with a centralized ticket system that tracks every request from creation to resolution.

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Multi-Channel Support

Provide support across multiple channels including email, chat, and social media, all from a unified support inbox.

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Knowledge Base & FAQ Hub

Build a self-service knowledge base and FAQ hub to help customers find answers to common questions quickly and reduce support volume.

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SLA Management

Define and monitor Service Level Agreements (SLAs) to ensure timely responses and resolutions for every customer request.

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Automated Ticket Routing

Automatically route support tickets to the right agent or department based on predefined rules and priorities.

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Customer Feedback & NPS

Collect and analyze customer feedback and Net Promoter Scores (NPS) to measure satisfaction and identify areas for improvement.

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Service Level Reporting

Track your support team's performance with detailed reports on ticket volume, resolution times, and customer satisfaction.

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Support Analytics

Gain deeper insights into your support operations with advanced analytics and visualizations that help you identify trends and patterns.

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Admin, Analytics & Platform

Multi-Tenant SaaS Platform

A scalable architecture that supports multiple organizations on a single infrastructure with complete data isolation.

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Role-Based Access Control

Define granular permissions and access levels for different team roles to ensure data security and operational efficiency.

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Audit, Analytics & Integrations Hub

A centralized hub for tracking system activity, deep-diving into business analytics, and managing 3rd-party integrations.

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Ready to see these features in action?

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CRM Features

Lead & Pre-Sales

Smart Lead Management

Multi-Source Lead Capture

Lead Source Tracking

Real-Time Lead Visibility

Lead Lifecycle Tracking

Follow-up Reminders

Lead Activity Timeline

Lead Assignment & Ownership

Dealers & Agencies CRM

Project Management

Inventory Management

Site Visit Management

Bookings & Transactions

Channel Partner Management

Pricing & Cost Sheets

Collections & Finance

Calling & Communication

High-Speed Calling System

One-Click Calling

Call Queue & Retry Logic

Missed Call Tracking & Recovery

Call Recording & Playback

PBX & Telephony Integration

WhatsApp CRM

WhatsApp CRM & Automation

Shared WhatsApp Inbox

Template-Based Messaging

WhatsApp Campaign Broadcasting

Automated WhatsApp Follow-ups

WhatsApp Flow Builder

WhatsApp Analytics

Sales Workflow

Complete Sales Workflow

Customer Management

Product Catalog

Proposal Creation

Quotation Workflow

Invoice Generation

Agreement Handling

Appointment Scheduling

Sales Pipeline

Sales Pipeline & Deal Control

Visual Drag-and-Drop Pipeline

Stage-Wise Conversion Tracking

Deal Approval Workflow

Revenue Visibility

Payment

Payment Collection System

Partial & Full Payment Handling

Support & Service

Support Ticket System

Multi-Channel Support

Knowledge Base & FAQ Hub

SLA Management

Automated Ticket Routing

Customer Feedback & NPS

Service Level Reporting

Support Analytics

Admin, Analytics & Platform

Multi-Tenant SaaS Platform

Role-Based Access Control

Audit, Analytics & Integrations Hub

Ready to see these features in action?

CRM Solutions AI

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