Features
Everything between the first enquiry and the certificate.
Twelve things the CRM does for a team that lives on the phone. Each one is in the product today, configured from the admin screens rather than by a developer.
01 · Capture
Every enquiry, from every channel, in one list with the answers you asked for.
- One pipeline for every sourceWebsite forms, Meta lead ads and manual entry land in the same list. Stages, colours and the funnel are yours to define.
- Your questions, not oursAdd the fields your business asks — text, select, number, date — and they appear on forms, the leads table and notifications.
- Hosted forms and embed snippetBuild an enquiry form, get a public page and a one-line embed for your site. Every submission becomes a lead with consent recorded.
- Meta lead ads, mappedConnect your Page, pick the lead forms, map each question to a field. Leads arrive by webhook and ad spend syncs for attribution.
02 · Work
The right person gets the lead, knows about it, and every step is on record.
- Automatic assignmentRound-robin new leads across your counsellors, flag repeat enquiries, and reshuffle leads that have gone stale.
- Notifications that reach the teamPush to the companion mobile app, email to the people who opted in, and a daily digest — each switchable per event.
- Roles and audit trailAdmin, support admin and counsellor roles. Every status change, document and screen view is recorded.
- Open to AI assistantsA built-in MCP server lets an assistant like Claude read and update leads with a scoped token you can revoke.
03 · Close and run
Take the payment, issue the paperwork, and see how the business is doing.
- Payment links and receiptsSend a Razorpay payment link from the lead, route it through approval, and issue a numbered GST receipt when it is paid.
- Certificates with QR verificationIssue certificates from your own templates. Each carries a QR code that resolves to a public verification page.
- Dashboard and finance ledgerLeads per day by source, funnel conversion, cost per lead, and a double-entry ledger with closed periods and an audit log.
- White-label, end to endYour product name, logo, colours, sender address and document templates. Runs on your own dashboard subdomain.
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Missing something you need?
Tell us on the call. Fields, stages, forms and templates are configured per customer.