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Relationships & Revenue
A complete suite of tools from Lead Generation to Payment Collection containing everything you need to run your business on autopilot.
CRM Dashboard
• Real-time data • Updated 0m ago
Total Leads
8
+3 this week
Collected Revenue
₹0
0 paid invoices
Proposals
8
8 pending response
Customers
4
4 active this month
Lead Pipeline
Status distribution
New
Contacted
Qualified
Proposal
Negotiation
Won
Invoice Status
Payment tracking
Lead Sources
Hot Leads
Raja Sahin
10DOMESTIC PRIME
Shouvik here
BR Enterprise
Today's Activities
All caught up!
No pending activities
Recent Proposals
View All >Complete CRM Suite
Manage your entire business workflow from a single powerful dashboard.
Leads Management
Customer Database
Project Management
Smart Proposals
Invoicing
Payments
Contracts
Account Statements
Calendar
Multi-User Access
Advanced Integrations & Automation
Take your business to the next level with powerful integrations and automated workflows that save you hours every day.
WhatsApp Reminder
Sent invoice #9923 reminder to Client
Payment Received
₹45,000 via Razorpay Gateway
Custom Domain
crm.yourbrand.com is now live
From Message to Qualified Lead
AI analyzes intent, scores leads in real-time, and integrates directly with your CRM.
New Client
typing...
AI Analysis Complete
Processed in 0.4s
Agents That Close Deals
Once saved, AI agents instantly draft Proposals, Invoices, and Contracts based on the chat history.
Qualified Lead
ID: #LD-2024-882
Smart Proposal
AI drafts a proposal highlighting "Custom CRM" features mentioned in chat.
Auto Invoice
Generates invoice #INV-2401 for ₹1,15,000 as discussed.
Legal Contract
Standard service agreement pre-filled with client details.
AI Project Manager
Deal signed? The AI automatically creates the project, generates tasks, and sets milestones.
To Do
3In Progress
1Project Kickoff
Milestones
AutomatedMilestone 1: Prototype
Due: Oct 24th
Milestone 2: Beta Launch
Due: Nov 15th
Automated Completion
When tasks are done, your AI generates the Delivery Certificate and notifies the client.
Project Delivery Certificate
Need Custom AI Agents?
Every business is unique. Hire our expert developers to build custom CRM workflows, specialized agents, and integrations tailored specifically for your needs.