Pipeline Builder
Smart Pipeline Funnel to Forecast Your Business Growth
A visual funnel that shows where deals leak and helps forecast future revenue.
From lead capture to invoice — Smart CRM Solution unifies 15+ sources, call recording with AI audit, WhatsApp automation, auto-dial, attendance, payroll and GST into one mobile + web app.
From lead capture to invoice — Smart CRM Solution unifies 15+ sources, call recording with AI audit, WhatsApp automation, auto-dial, attendance, payroll and GST into one mobile + web app.
Tap-to-call push the moment lead lands.
Old client name, stage, last remark on lock-screen.
Unknown number → auto-create NEW lead on ring.
Incoming · Outgoing · Missed in CRM.
No call in 10 min? Rep pinged. Admin escalation.
Auto-add lead + auto-WA callback + smart retry.
Apply, approve, balance-track. Auto-deduct.
Deadlines, priorities, reminders.
EOD report auto-collated to manager.
Auto-calc + PDF slip in one click.
A visual funnel that shows where deals leak and helps forecast future revenue.
The moment your phone rings, Smart CRM shows the caller's full lead history, stage and last remark — no searching needed.
Manage every lead from a single screen. View customer details, communication history, follow-up status, source information, notes and assigned executive without switching between multiple pages.
Automatically receive follow-up reminders on mobile and desktop. Stay on top of every customer conversation with timely alerts, overdue reminders, and daily follow-up notifications.
Monitor team productivity with detailed calling reports. Track incoming, outgoing, missed calls, talk time, idle time, active users, and performance trends from one centralized dashboard.
Measure WhatsApp campaign performance with detailed delivery, read, response and engagement analytics. Understand which messages drive customer actions and optimize campaigns using real-time insights.
