Customer and prospect information is scattered across Google Drive, Notion, and Slack, creating costly context switching.
Important leads get lost in spreadsheets, disconnected inboxes, and untracked WhatsApp threads. Deals slip away unnoticed.
Managers struggle to track individual rep velocity, daily follow-ups, and actual pipeline hygiene in real-time.
Creating weekly sales forecasts manually consumes 8+ rep hours every month. Data is often stale before it reaches executives.
Authentic CRM brings everything together in one centralized, intelligent operating system.
Customer and prospect information is scattered across Google Drive, Notion, and Slack, creating costly context switching.
Track prospect signals, deal warmth, and move them through your sales pipeline effortlessly.
Track rep quotas, individual activity velocity, call volumes, and win-rate pacing in real-time.
Manage client onboarding milestones, project leads, deliverables, and billing activities.
Customer and prospect information is scattered across Google Drive, Notion, and Slack, creating costly context switching.
Control access rights, field visibility, export permissions, and audit logs with custom role templates.
Send SMS, two-way sync Gmail & Outlook, and log calls directly within each customer record.
Store proposals, NDAs, and Master Service Agreements with built-in audit trails.
Log, task, note, SMS, email, and file live on this lead, not in a private chat. Older work stays on the timeline. Press a tab to switch the work inside.
Timeline · All / Note / Log / Task / SMS / Email / File
একাধিক কনসার্ন পারসন যোগ করা যায়। জন্মতারিখ বার্থডে তালিকায় কাজে লাগে। More than one concern person can be added. A birthday feeds the birthday list.
সেভ অ্যাজ কাস্টমার। একই জায়গায় চুক্তির নাম, মূল্য ও ডকুমেন্ট।Save as customer. Add the contract name, price, and documents in the same step.
লিডের ভিতরের পাতা। প্রতিষ্ঠান বা ব্যক্তি, ফোন, হোয়াটসঅ্যাপ, ইমেইল, দেশ থেকে জোন পর্যন্ত ঠিকানা। সোর্স, স্টেজ, প্রাধান্য। কোন প্রজেক্ট, কোন কর্মী। This is the inside of a lead. Organization or individual, phone, WhatsApp, email, and the address down to zone. Source, stage, priority. Which project, which employee.