Visualize Your Pipeline
Gain complete control over your sales journey with a clear, visual pipeline that helps your team track every opportunity from first contact to final deal closure. The intuitive pipeline view transforms complex sales processes into an organized, easy-to-manage workflow, allowing you to monitor lead progress in real time, move deals seamlessly between stages, and identify bottlenecks before they impact revenue. With drag-and-drop stage management, instant access to customer details, and centralized activity tracking, your sales team can focus on closing more deals instead of managing spreadsheets. Visual dashboards and smart lead organization ensure every opportunity stays visible, prioritized, and actionable—helping your business improve conversion rates and accelerate sales growth with confidence.
Explore Pipeline FeaturesIntelligent Lead Management
Capture, organize, and convert every sales opportunity efficiently with powerful Lead Management. Keep all your leads centralized in one intelligent dashboard where your team can track enquiries, assign follow-ups, monitor interactions, and move prospects through customizable sales stages with ease. The visual Kanban lead board makes it simple to manage lead progress, while features like automated lead import from email or web forms, lead source tracking, notes, reminders, and one-click conversion to customers ensure that no opportunity is ever missed. With smarter lead organization and faster follow-up workflows, your business can improve response times, strengthen customer engagement, and turn more prospects into loyal clients.
Learn more about LeadsCreate Beautiful Proposals
Create stunning, highly professional proposals to impress your potential clients and win more business. Our powerful built-in editor allows you to include rich media such as images, detailed pricing tables, and even YouTube videos to showcase your offerings perfectly. Facilitate seamless negotiations with a built-in commenting system that allows clients to discuss terms directly on the proposal page, driving faster approvals and reducing endless email threads.
View Proposal ToolsQuote to Cash Automation
Streamline your entire sales cycle from quotation to payment with a seamless Quote to Cash process. Create professional quotations in minutes, convert approved quotes into invoices with a single click, and accelerate billing without manual re-entry. Generate branded invoice PDFs, automate recurring billing for subscription or repeat customers, and integrate multiple online payment gateways for faster, secure collections. With real-time payment tracking, centralized customer billing records, and automated quote-to-invoice conversion, your team can reduce delays, eliminate errors, and improve cash flow while delivering a faster, more professional customer experience from proposal to payment.
Explore Billing FeaturesSmart Estimates & Quotes
Generate precise and professional estimates within a minute. Send them directly to your customers and wait for their acceptance. The system offers the ability to auto-convert accepted estimates into ready-to-pay invoices instantly. Your customers can view, download, and accept or decline estimates via a secure web link, entirely bypassing the need for them to log into a portal.
Learn moreOne-Click Invoice Creation
Build professional, great-looking invoices effortlessly. Attach files and send them directly to your clients, including a beautifully formatted PDF. Handle complex billing with ease by applying different taxes based on specific line items. Create recurring invoices that regenerate automatically based on your setup (e.g., every X months), allowing you to set subscription cycles from 1 to 12 months for steady, predictable cash flow.
Read DocumentationRecord & Automate Payments
Record and receive payments in multiple different currencies. Customers can pay you instantly and securely via integrated gateways like PayPal and Stripe. The CRM auto-generates a branded PDF receipt after each recorded payment and sends it to the client, keeping your accounting accurate and your customers informed.
View Payment IntegrationsComprehensive Expense Tracking
Record company expenses systematically to maintain healthy profit margins. Set up recurring expenses that will automatically generate after a specified period (days, weeks, months, or years). You also have the powerful ability to mark specific expenses as billable and assign them directly to customers or ongoing projects, ensuring you never miss reimbursable costs.
Read DocumentationAdvanced Project Management
Manage every project with precision and clarity using our integrated Project Management system, designed to keep teams organized, productive, and fully aligned from start to finish. Create projects, assign tasks to multiple team members, define milestones, track deadlines, and monitor progress in real time through a centralized dashboard built for collaboration. The CRM allows you to log billable hours, track time spent on each task, manage project expenses, and generate invoices directly from project activity—making it ideal for service-based businesses that need seamless project-to-billing workflows. With built-in task discussions, file sharing, Gantt chart visibility, and live activity tracking, your business can deliver projects faster, improve accountability, and maintain complete control over timelines, budgets, and client deliverables.
Explore ProjectsBuilt-In Staff Tasks
Empower your team with a highly collaborative task management engine. Assign tasks to multiple employees simultaneously, add specific task followers for oversight, allow detailed task comments for internal discussions, and support file attachments directly inside the task card. Keep your internal operations running like clockwork.
Learn moreGoals Tracking System
Drive performance by setting up specific organizational or individual goals and tracking their achievements in real time. The system proactively notifies staff members about the failure or achievement of a milestone. Track everything from monthly revenue targets to lead conversion quotas to keep your team motivated and aligned.
Read DocumentationDetailed Global Calendar
Maintain a crystal-clear view of your entire business timeline. The comprehensive calendar aggregates all your company events, invoice expiry dates, contract expirations, estimate validities, and task finish dates into one unified, color-coded visual schedule. Never miss a deadline or follow-up again.
Read DocumentationInternal Company Newsfeed
Foster a strong company culture and ensure transparent internal communication. The company newsfeed acts as an internal social wall where management can share great company events, upload important documents, and facilitate easy, engaging communication among all employees.
Read DocumentationHelpdesk Ticketing Support
Deliver faster, smarter customer service with our integrated Helpdesk Support system, designed to centralize every customer query into one efficient ticketing platform. Manage support requests through organized ticket pipelines, assign issues to the right team members, set priorities, track response status, and ensure no customer concern is ever overlooked. Powerful helpdesk features include automated ticket responses, private staff notes, ticket attachments, predefined reply templates, knowledge base link insertion, and customizable ticket statuses for streamlined resolution workflows. Customers can submit and monitor tickets directly through the client portal, while your support team gains full visibility into issue history for quicker, more personalized assistance.
Explore Helpdesk ToolsCustomer Knowledge Base
Empower your clients to find answers instantly. Add rich knowledge base articles using a powerful text editor to build a comprehensive self-service portal. It includes a built-in “Did you find this article useful?” voting system in the clients area, allowing you to track article effectiveness and improve text based on real user feedback.
Learn moreSurveys & Feedback Reports
Create targeted surveys to impress your customers and gather critical business intelligence. Add specific questions to understand client satisfaction and improve your company's productivity. You have the ability to send these surveys to leads, customers, staff members, or manually created mailing lists. Generate powerful visual survey reports to analyze the data effortlessly.
Read DocumentationOmnichannel Chat Hub
Unify every customer conversation into one intelligent communication hub. Engage customers seamlessly across multiple channels from a single dashboard. Connect live chat, email, social messaging, website inquiries, and customer support conversations into one centralized interface so your team can respond faster, track every interaction, and maintain complete conversation history without switching platforms. With real-time messaging, automated routing, instant notifications, chatbot integration, shared inbox visibility, and conversation-to-ticket conversion, you empower your sales and support teams to deliver faster, more personalized responses.
Explore Chat ToolsAI-Powered Call Intelligence & Transcription
Transform every business call into actionable customer intelligence with our advanced AI / Call Transcription Integration module. This powerful open-source enhancement enables native Android call recording directly from staff devices and Seamless PBX integration (e.g., 3CX, Grandstream) for call records. It automatically sends recorded calls to the CRM for AI-powered processing and multilingual transcription into English—regardless of the original spoken language. The system intelligently generates call summaries, extracts key discussion points, and stores complete transcripts inside both client and staff profiles, creating a searchable history of every conversation in one centralized place. With smart AI analysis, businesses can review communication quality, monitor sales discussions, generate follow-up insights, and convert voice conversations into structured CRM data.
Contract Management & E-Signatures
Accelerate approvals and close deals faster with secure digital Contract Signatures. Generate professional contracts using reusable templates to lock in current and future sales, send them directly to clients for online review via the built-in sending feature, and collect legally binding electronic signatures without manual paperwork. The system tracks signature audit trails, creates PDF documents instantly, and includes automated customer reminders before a contract's expiration date.
Learn more about ContractsSeamless Third-Party Integration
Connect the CRM with the tools your business already depends on. Unify operations across sales, finance, communication, and marketing platforms. We support integration with leading accounting software such as Zoho Books, Wafeq, Xero, and QuickBooks—allowing automatic synchronization of invoices, payments, and expenses for accurate, real-time financial management. Beyond accounting, connect with Facebook, Google services, email platforms, payment gateways, WhatsApp tools, and hundreds of third-party applications through APIs and automation platforms like Zapier and Integrately.
Explore IntegrationsAdvanced Sales & Business Reports
Make smarter business decisions with advanced, real-time reporting. Gain immediate visibility into revenue performance, sales trends, and team productivity. Track invoices, total income, estimates, lead conversions, and customer growth through clear, data-driven visual charts. Customizable views allow management to analyze performance by period, customer, staff member, and lead source. Includes specific knowledge base article reports to track utility and generate insights for text improvements.
View Sample ReportsCustom Fields Extensibility
Mold the CRM to perfectly fit your unique business operations. Create Additional Custom Fields for most of the important features within the system. You can effortlessly add industry-specific data fields to client profiles, leads, and even embed these custom variables directly into your generated PDF invoices and estimates for maximum flexibility.
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