Core Functionalities
Everything you need to manage your sales pipeline effectively.
Lead Management
Centralized lead database with advanced filtering by Stage, Temperature, and Date. Easily edit, delete, and track prospect history.
Hierarchical Access
Role-based data visibility from Admin to Sales Executive. Automated filtering ensures users only see what their role allows.
Robust Bulk Import
Onboard teams in seconds. Our smart Excel engine handles role mapping, duplicate detection, and automated validation for error-free setup.
Activity Tracking
Log every call, meeting, and email. Set next-step dates and keep a detailed timeline of interactions for every prospect.
Reports & Insights
Visual charts for Leads by Stage, Source, and Temperature. Real-time dashboards provide actionable insights for sales growth.
Secure OTP Flow
Reliable password recovery powered by Brevo SMTP. High-priority delivery of styled HTML OTPs ensures users are never locked out.