From lead capture to post-sale delivery — Smart CRM ships with all 12 modules in every plan. No upsells, no upgrades, no hidden costs.
Direct, real-time sync from every major platform — no manual exports, no missed leads.
All leads from 15+ sources land in one inbox. Smart CRM pulls in real-time from every major lead platform you use.
Right lead → Right rep, automatically. Our smart rules engine routes every incoming lead to the best-fit employee in under 1 second.
Auto WhatsApp + Email, Auto Dialer, SLA enforcement, and 3-channel reminders.
Both channels fire in parallel within 0.8 sec of lead capture.
Lead arrives → agent's phone rings instantly. Tap "Accept" to connect.
15-minute SLA, automatically enforced.
Three channels — Email, system pop-up & mobile push.
Visual pipeline, bulk WhatsApp campaigns, and AI-driven inventory matching.
Drag, drop, close. Visualise your entire sales process — track every lead through custom stages.
Bulk send personalised campaigns to thousands and let auto bot flows handle replies 24×7.
Capture customer needs once. Smart CRM cross-references against live inventory and surfaces best-fit options instantly.
From "deal won" to "fully delivered" — and team conversations alongside.
Post-sale delivery fully tracked. The deal isn't done at "Won".
API for bulk · Personal for warmth. Both threads logged against the lead.
WhatsApp-style team chat — inside the CRM. Skip the chaos of switching apps.
15+ direct integrations. Connect in minutes — no heavy setup required.
Workflows tuned to how your business actually sells and delivers.
Builders, brokers & channel partners
Educators, institutes & online programs
Loans, insurance, mutual funds & advisory