CRM Software

Centralize, Automate, and Scale 
Built for Growing Teams & Smarter Operations 

From lead generation to final invoicing—our CMS gives you a complete business 

control center. With integrated communication tools, automated workflows, and 

flexible user roles, it’s the only platform you need to manage sales, HR, projects, and 

accounts with full visibility. 

Key Features: 

Native WhatsApp & Telegram Integration: Communicate directly with 

your team and clients within the platform, eliminating the need for third-party 

tools. 

Role-Based Dashboards: Assign roles such as Super Admin, Admin, and 

Staff, ensuring appropriate access and control. 

Sales Journey Automation: From lead capture to deal closure, automate your 

sales process for efficiency.

I​ntegrated Email Module: Configure SMTP settings and manage email 

communications effortlessly.​

Comprehensive Project Management: Track tasks, milestones, and 

collaborate effectively with your team. 

Why Choose Our CMS Platform? 

Customizable: Tailor the platform to fit your business processes. 

Scalable: Grow your operations without compromising performance.​

Secure: Built with enterprise-grade security features to protect your data. 

• Native WhatsApp & Telegram Integration 
• Seamlessly connect with your team and customers through dedicated in-app 
• WhatsApp and Telegram channels—built directly into the CMS. 
•  No third-party dependencies or fees​
• Chat-based team coordination for sales and support​
• Track communication threads within lead and client records​
• Real-time notifications & updates for sales and project tasks 
• Manage Your Sales Pipeline from Start to Close 
• End-to-End Sales Journey Automation 

Streamline your sales process with a guided, customizable journey: 

Lead Capture → Assigned →Underwirtting --final deal-->  zunk /close deal Status​

• Internal notes, call logs & follow-up reminders 
• Auto-assigned tasks and lead ownership​
• Instant deal closure notifications to accounts and invoicing team​
• Built-in invoicing, payment status tracking, and hand-off to finance 
• Role-Based Dashboards for Every User 
• Super Admin, Admin & Staff Roles 

Design your internal operations with full role control: 

Super Admin: Complete platform control can create admin for multiple 

organization, user management, settings access​

Admin: Department-level control (Sales, HR, Projects, Finance)​

Staff: Assigned task visibility, role-based access to modules 

• One click permissions & access policies 
• View dashboards tailored to job functions 
• Integrated Email Module with SMTP Support 
• Professional Email Communication from One Place 
• Configure your own SMTP for branded outbound email 
• Send emails directly from CRM records (Leads, Clients, Projects)​
• Track email delivery, opens, and replies​
• Create pre-set email templates for common use cases 

Unified Modules for Every Business Need 

Sales CRM 

Track leads, assign follow-ups, and convert deals​

Integrated communication and activity logging​

KPI reports, lead aging, and conversion tracking 

HR & Payroll 

Employee onboarding, leave management, and attendance tracking 

Payroll automation and role-based permissions​

Employee self-service portal 

Project Management 

Kanban & Gantt charts for task tracking​

Time logs, file sharing, and milestone-based reporting​

Team collaboration tools 

Accounts & Invoicing 

Auto-generate invoices from closed deals​

Link invoices to projects and client records​

Payment tracking, overdue alerts, and finance reports