CRM Stack
CRM Stack
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Platform Features

Everything You Need to
Win More Business

One powerful platform covering every stage of your sales process — from first contact to closed deal and beyond.

Lead Management

Capture every lead and never lose track of a single prospect.

  • Add leads manually or import in bulk via CSV
  • Track lead source — website, referral, WhatsApp, ads
  • Assign leads to specific staff members instantly
  • Set priority levels: low, medium, or high
  • Attach notes, documents, and tasks per lead
  • Powerful search and filter by any field
  • Custom fields — define your own data columns
Lead Management
Kanban Pipeline

Kanban Pipeline

See your entire sales process at a glance with a visual, drag-and-drop board.

  • Intuitive drag-and-drop interface
  • Customizable pipeline stages to match your workflow
  • Deal value tracking per stage
  • Real-time status sync across all views
  • Quick-move leads between stages in one click

Follow-up System

Automated reminders so no lead ever goes cold — no matter how busy you are.

  • Schedule calls, emails, WhatsApp messages, and meetings
  • Get real-time reminders for due follow-ups
  • Track missed follow-ups with urgent alerts
  • Mark complete with a single click
  • Full history timeline per lead contact
Follow-up System
WhatsApp Integration

WhatsApp Integration

Close deals where your customers already are — no third-party API required.

  • Click-to-chat directly from any lead record
  • Pre-built message template library
  • Variable substitution — {name}, {business}, and more
  • Opens WhatsApp Web or App seamlessly
  • Track last contact time per lead

Invoice Generator

Get paid faster with professional invoices created in seconds.

  • Generate polished invoices from any lead or deal
  • Add unlimited line items with custom pricing
  • Automatic subtotal, tax, and total calculation
  • Export to PDF for print or email delivery
  • Mark as paid and track outstanding amounts
Invoice Generator
Reports & Analytics

Reports & Analytics

Make data-driven decisions with deep insights into your business performance.

  • Monthly revenue trend charts
  • Lead source conversion analysis
  • Conversion rate tracking over time
  • Staff performance leaderboard
  • Pipeline velocity and bottleneck metrics
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