Everything your sales floor needs, and nothing it doesn't
Built around the four things that actually decide whether a lead converts: how fast it arrives, who it reaches, what happens on the call, and whether the follow-up happens.
The complete list
Every item below is in every paid plan. Plans differ on volume, not on capability.
Lead management
Custom fields and sections, configurable stages, scoring, parking, duplicate detection and merge, bulk actions, saved views and a complete status history per record.
Lead distribution
Round-robin, weighted, territory, product or location-based routing. Daily caps per agent, working-hours awareness and a fallback owner so nothing is ever unassigned.
Sales pipeline
Multiple pipelines with their own stages and probabilities, weighted forecasting, stage-rot alerts, products and line items, and structured win/loss reasons.
Telecalling
Click-to-call, call recordings, disposition codes, an ordered callback queue, and per-agent connect rate, talk time and adherence reporting.
WhatsApp & messaging
Two-way WhatsApp Business with approved templates, delivery and read receipts, plus SMS and email — every message threaded onto the lead.
Tasks & follow-ups
Callbacks, tasks, reminders and appointments with SLA timers. Missed follow-ups surface on the manager’s dashboard rather than disappearing.
Workflow automation
Visual workflows on any trigger: assign, notify, message, create a task, change a stage, wait, branch. Every run is logged step by step for debugging.
Reports & dashboards
A report builder over a safe dataset vocabulary, custom dashboards, scheduled email delivery, comparison and trend modes, and CSV/PDF export.
AI & intelligence
Conversion probability trained on your own closes, call-prep briefs, natural-language pipeline questions, and statistical anomaly detection with recommendations.
Marketing attribution
Meta and Google Ads spend ingestion, cost per lead, cost per conversion and ROAS by source and campaign — plus server-side conversion upload back to the ad platforms.
Roles & data scope
Granular permissions plus a data scope per role: own, team, location or everything. Enforced server-side on every query, not hidden in the UI.
Multi-branch & teams
Locations in a hierarchy, teams with managers, territory routing and roll-up reporting for organisations with more than one office.
Audit trail
Every create, update, delete, login, permission change and export recorded with actor, IP, device and a field-level diff. Searchable and exportable.
Integrations & API
Meta Lead Ads, Google Ads, telephony providers, email, inbound webhooks, an on-site pixel, and a documented REST API with scoped tokens.
Team management
Invite users, assign roles, set daily caps and working hours, track attendance and utilisation, and see per-person productivity against their own team.
How the important parts work
A calling workflow your agents will not fight
The screen a telecaller lives on shows one lead, the history, and the four actions they need. Calls are logged automatically with duration and outcome, so nobody is asked to do data entry after the fact — which is why the data is actually complete.
- Click-to-call from any lead
- Automatic call logging with duration
- Recording playback with permission gating
- Disposition codes per call
- Callback queue ordered by due time
- Missed-callback escalation
- Connect rate and talk time per agent
- Call heatmap by hour of day
WhatsApp as a first-class channel
Not a link that opens WhatsApp Web. A real two-way integration: approved templates, delivery and read receipts, inbound replies routed to the lead owner, and every message on the lead timeline where the next person to call can see it.
- WhatsApp Business API
- Template management and approval state
- Delivery, read and failure receipts
- Inbound message routing
- Media attachments
- Opt-out and suppression handling
- Per-message cost tracking
- Bulk campaigns with audience segments
Reporting that answers the next question
Every number on every chart opens into what produced it. A conversion rate that moved can be cut by source, by agent, by team and by day without leaving the page — and the forecast tells you its own error rate rather than presenting a guess as a fact.
- Report builder with saved reports
- Custom dashboards per role
- Scheduled email delivery
- Period comparison and trend detection
- Forecasting with confidence bands
- Anomaly detection with narratives
- Telecaller scorecards and leaderboards
- CSV and PDF export
Permissions that survive an audit
A role carries both what you may do and which records you may see. The data scope is applied in the database query, so a telecaller scoped to their own records cannot reach a colleague’s lead by editing a URL — the row is not in the result set at all.
- Granular permission catalogue
- Data scope: own, team, location, all
- Server-side enforcement on every query
- Scoped API tokens
- Session and device history
- Failed login tracking
- Complete audit trail with diffs
- Export gated as a separate right
See it with your own leads
A demo takes twenty minutes and we will use your actual process, not a scripted tour.