Features
Everything you need to capture, engage, convert and serve customers — in one connected platform.
One platform instead of ten tools
CRM, WhatsApp, calling, marketing, billing and operations — connected, so every customer conversation lives in one place.
Pipelines, scoring, round-robin routing and follow-up reminders.
Official API + WhatsApp Web: campaigns, shared inbox, templates.
Multi-step forms, OTP, landing forms — every entry becomes a lead.
Auto call-backs, click-to-call, recordings and call analytics.
Customers see invoices, tickets and documents securely.
Transactional and promotional SMS with DLT templates.
Human-like AI agents that call, qualify and book 24/7.
Drag-and-drop campaigns, drips, tracking and auto-replies.
Meta & Google lead ads land in the CRM in real time.
No-code chatbots for WhatsApp, Instagram and your website.
WhatsApp, Instagram, Messenger and web chat in one team inbox.
Booking pages, reminders, round-robin and Google sync.
Launch a fast website with AI in minutes — no code.
Catalogue, cart, payments and WhatsApp ordering.
Fast billing counter with e-receipts on WhatsApp.
GST invoices, payment links, subscriptions and ledgers.
Beautiful proposals and quotations customers accept online.
Send, track and e-sign contracts with audit trails.
Attendance, leave, payroll and employee self-service.
Gantt, timesheets, budgets and client portals.
SLA-driven ticketing with CSAT and canned replies.
A public help centre and internal wiki in one.
Secure file storage with share links and folders.
Create and share documents without leaving the CRM.
Stock, batches, serials, transfers and pick-pack.
Courier integrations, tracking, COD and own fleet.
Requisitions, RFQs, purchase orders and GRN.
BOMs, work orders, job cards, MRP and QC.
Collect 5-star reviews automatically and reply with AI.
Every touchpoint, payment and conversation on one screen.
Smart business cards with NFC tap and lead capture.
Dashboards, scheduled reports and AI insights.
Write replies, posts, emails and summaries with AI.
Instant Google Meet links on bookings and leads.
Public sign-up pages, batches, payments and attendance.
Plans, renewals, member passes and check-ins.
Android & iOS apps for your whole team.
Every enquiry answered in under 60 seconds
The moment someone fills your form, the platform takes over: a WhatsApp message, an email and a phone call — automatically, day or night.
Everything Loans, NBFCs & Financial Advisors needs to grow faster
Capture loan enquiries from your website and ads, share document checklists on WhatsApp, auto-call applicants and move files from lead to disbursal faster.
Every enquiry, one pipeline
Website eligibility forms, Meta and Google lead ads, DSA links and branch walk-ins flow into one loan pipeline.
Instant WhatsApp checklist
Applicants get an eligibility note, EMI estimate and the exact document list on WhatsApp seconds after they apply.
Auto IVR call-back
IVR connects the applicant to the right loan officer within two minutes, with the call recorded on the file.
Secure document upload
Applicants upload KYC, bank statements and ITRs on a secure link, and the file moves ahead once documents are complete.
Stage-wise loan pipeline
Track every file from lead to login, credit, sanction and disbursal with turnaround alerts at each stage.
EMI & cross-sell reminders
Send EMI due reminders, top-up offers and insurance cross-sell on WhatsApp and SMS to existing borrowers.
From first enquiry to loyal customer
Set it up once in an afternoon. The platform runs it every day after that.
Capture
Every loan enquiry from website, ads, DSAs and branches is captured with its source and amount.
Engage
WhatsApp document checklist, email and an IVR call from a loan officer go out within minutes.
Process
Collect documents online and move the file through login, credit and sanction.
Disburse
Disburse, then automate EMI reminders, top-ups and cross-sell to every borrower.
Your whole business, in your pocket
Android and iOS apps for owners and field teams — reply on WhatsApp, call leads, update deals and get instant alerts wherever you are.
- Push alerts the second a new lead arrives
- One-tap call, WhatsApp and email from every lead
- Shared inbox, tasks, invoices and reports on the go
- Works for owners, sales reps, agents and field staff
Ready to disburse more loans, faster?
See how NBFCs, DSAs and advisors cut lead-to-disbursal time with instant WhatsApp replies and automatic call-backs.
Schedule posts, reply to comments and DMs from one place.