CRM & Sales

Every conversation, order and invoice on one customer timeline — so a salesperson can see unpaid invoices and open tickets before walking into a renewal.

A pipeline you can defend in a board meeting

Deal health scored from real activity rather than a rep's optimism, and a forecast built from the same records finance closes the month on. Because CRM shares the data model with accounting and support, nothing has to be cross-checked.

What's included

• Unified customer timeline – Calls, email, WhatsApp, meetings, orders and invoices in one thread.
• Multi-channel lead capture – Website, WhatsApp, marketplaces and campaigns, de-duplicated and scored.
• Pipeline and forecasting – Weighted, committed and best-case views with stall detection.
• Quotations and proposals – Product rules, approved discount bands and a live stock check on the quote.
• Field sales – Beat plans, geo-verified visits and offline order capture for distribution teams.
• Helpdesk and ticketing – Support agents see order history, warranty status and open invoices.

Built for how selling actually works

• Messaging as a first-class channel – Official WhatsApp Business API, SMS and the local leader per market, with a shared team inbox.
• Works offline – Field reps capture orders where the network does not reach and sync when it does.
• 30 languages – Your market-facing teams do not have to work in English.
• Dealer and distributor portal – Secondary sales visibility you do not have to chase for.

Where the AI helps

• Ask which accounts are quietly shrinking and Omni AI compares order frequency, ticket volume and payment behaviour together.
• Sales Follow-up Agent re-engages deals that have gone quiet and books the next call.
• WhatsApp Receptionist qualifies inbound leads and checks live availability before a human is involved.
• Meeting Scribe files the call summary and action items against the right deal automatically.