Manage Customer Relationships Sales, and Billing in One Place
Track leads from first contact to conversion, manage customer profiles and sales orders, and handle billing and invoicing: all in one connected workflow.
🤖 AI Insight
Acme Corp has a 94% close probability. Best time to follow up: Tuesday 10 AM.
"From first follow-up to final invoice - every customer interaction in one place."
Powerful CRM Features, Zero Complexity
From first contact to signed contract — every tool your sales team needs, beautifully unified.
Lead Management & Follow-up Tracking
Capture leads and log every call, email, WhatsApp message, and meeting in one timeline, with automatic reminders and escalation for overdue follow-ups.
Automatic Lead Conversion
When a lead converts, a full customer profile is created instantly with the complete follow-up history carried over.
Customer & Account Management
Contact details, billing info, purchase history, linked orders, invoices, and communication history in one profile.
Sales Order Management
Create orders with multiple items or services, apply discounts and taxes, and support partial fulfillment and split shipments.
Billing & Invoice Management
Auto-generate invoices from sales orders or create them manually, with itemized billing, taxes, and due dates.
Built-in Reports
Lead source and conversion reports, sales executive performance, top customers, and outstanding balance reports — exportable to PDF or Excel.
Never Miss a Follow-Up Again
Every call, email, WhatsApp message, and meeting is logged against the lead automatically, with a full history and built-in reminders so nothing slips through.
- Log follow-ups by call, SMS, WhatsApp, email, or meeting in one click
- Full follow-up history shown as a timeline
- Automatic reminders before the next follow-up date
- Escalation alerts when a lead goes untouched
- Lead status updates automatically based on follow-up outcome
- One-click conversion creates a complete customer profile, with all history carried over
Discussed pricing & timeline
Sent proposal PDF
Confirmed meeting slot
Contract review call
One Profile, Your Complete Customer History
Every customer profile brings together contact details, billing information, purchase history, linked orders and invoices, payment history, and communication history in a single view.
- Contact and billing details in one place
- Full purchase history and linked sales orders
- Invoice and payment history at a glance
- Customer categorization (VIP / Wholesale / Retail)
- Communication history across all touchpoints
From Order to Payment, Without the Gaps
Create sales orders with multiple items or services, generate invoices automatically, and keep track of every payment — including the ones that are overdue.
- Create orders with items/services, discounts, taxes, and shipping
- Support for partial fulfillment and split shipments
- Auto-generate invoices directly from sales orders
- Track invoice status: Paid / Partial / Overdue
- Automated reminder emails for overdue invoices
- Orders sync automatically with ERP inventory and billing
The Reports You Actually Need, Built In
From lead conversion to outstanding payments, every report is ready out of the box: filterable and exportable to PDF or Excel.
- Lead Reports: source, status, conversion rate, sales executive performance
- Customer Reports: top customers, purchase history, inactive customers
- Sales Reports: revenue by item/service, monthly trend, sales by customer
- Invoice & Payment Reports: overdue invoices, payment collection, outstanding balance
- Export to PDF or Excel for all reports
Ready to Build a Sales Machine?
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