Deal Flow CRM
The CRM
Every lead.
Every lead.
One place.
Leads, calls, chats, quotes and follow-ups together, with a list each morning of what to do.
Lead Rescue
Today's Work
AI calling agent
AI answers missed calls
Bulk AI calling
AI campaign builder
AI books meetings
Call recordings
Call transcripts
Call summaries
Lead scoring
Ask AI by voice
AI WhatsApp drafts
Lead summary
Deal notebook
Meeting notes
Card scanner
WhatsApp inbox
Gmail and Outlook
Calendar sync
Booking links
Meeting reminders
40+ languages
GST quotes
Invoices
Recurring billing
Product catalogue
Pipelines
Custom fields
Multi-currency
Round-robin leads
Auto-reassign leads
Quiet deal alerts
Promise tracking
Sales targets
Reports
Automations
Web forms
API and webhooks
App connector
Import from any CRM
Document requests
Support tickets
Team roles
Works offline
Phone app
Email templates
Data in India
Know what
to do today.
Today's Work puts every follow-up, new enquiry and renewal in one list, most urgent first.
- Lead Rescue flags what's slipping, and why
- Promises made on calls are tracked
- Phone alerts when a deal goes quiet
RG
Call Ramesh GuptaPromised a price by 11 am · overdue
CallSR
New enquiry: Sunita RaoWebsite form · 12 min ago
NewKT
Kapoor TradersQuote sent 6 days ago, no reply
QuietVJ
Vikram JoshiRenewal due in 9 days
RenewalQuotes in
one tap.
GST quotes and invoices from your price list, sent on WhatsApp or email.
- CGST and SGST, or IGST, from the client's state
- Recurring billing with renewal reminders
- Mark the deal won when it's accepted
Quotation Q-0142Rajesh Kulkarni · Pune
SentKitchen design consultation₹15,000
Site measurement visit₹2,500
3D layout drawings₹7,500
CGST 9% + SGST 9%₹4,500
Total₹29,500
Every chat,
one timeline.
WhatsApp, Gmail, Outlook, calls and meetings on each lead.
- AI drafts replies in Hindi, Hinglish or English
- Booking links with Meet or Teams invites
- Meeting notes with minutes and actions
WhatsApp · 9:20 am“Quote mil gaya, Saturday theek hai.”
Email · 9:05 amQuotation Q-0142 for your kitchen
AI call · yesterdayWants a site visit on Saturday
Meeting · Saturday 11 amReminder sent
Rules that do
the routine.
Assign, tag, follow up and notify, automatically.
- Round-robin for new leads
- Untouched leads pass to someone free
- Or just tell Ask AI what you want
New lead from FacebookAssign to Priya · call within 1 hour
OnMoved to ProposalFollow up in 48 hours
OnDeal wonTag customer · send welcome email
On