Deal Flow CRMEverything to
close more deals.
48 features in one app, from the first call to the final invoice.
AI that works
for you.
AI calling agent
Answers and makes calls from your own phone, and books meetings.
Bulk AI calling
Upload a list. The AI calls each number and reports back.
Campaign builder
One line about your goal becomes a full call script.
Ask AI by voice
“Add Ramesh, call him tomorrow at 4.” Done, after you confirm.
Meeting notes
Transcripts with names, and point-wise minutes with actions.
AI drafts
WhatsApp and email replies in your customer's language.
Deal notebook
Every call, chat and quote turned into a brief, even as audio.
Card scanner
A photo of a visiting card becomes a lead.
Lead scoring
Hot, warm or cold, with the reasons shown.
40+ languages
Each in a local accent, from English and Spanish to Hindi.
Recordings and transcripts
Every AI call recorded, transcribed and summarised.
Hands over to people
When a caller asks for a person, it books one in.
Never let
a lead slip.
Today's Work
One list each morning: who to call and what to send.
Lead Rescue
Flags what's slipping, with the reason and the next step.
Promise tracking
Commitments made on calls are tracked until kept.
Round-robin
New leads shared fairly across your team.
Auto-reassign
Leads nobody calls in time pass to someone free.
Quiet deal alerts
A nudge when a deal sits too long in a stage.
Sell, quote
and get paid.
Pipelines
Your own stages, values in your currency, lost reasons.
Tax-ready quotes
GST, VAT or sales tax worked out, sent in a tap.
Invoices
Tax invoices from the same deal, as PDF or link.
Recurring billing
Renewals tracked, with reminders before they're due.
Product catalogue
Your price list, ready to add to any quote.
Custom fields
Track what matters to you, and require it before moving on.
Every conversation,
in one place.
WhatsApp inbox
Chats on every lead, through the official WhatsApp Business platform.
Gmail and Outlook
Emails with your leads, logged on their timeline.
Calendar sync
Google and Microsoft calendars, both ways.
Booking links
Clients pick a free slot. Meet or Teams invite included.
Meeting reminders
Email and WhatsApp reminders before every meeting.
Email templates
Reusable messages with the lead's name filled in.
Run the team,
not the busywork.
Automations
When something happens, assign, tag, follow up or notify.
Reports
Sources, win rates, response time, money collected.
Sales targets
Monthly targets for each person and the team.
Team roles
Owner, admin and member, with private mailboxes.
Support tickets
Customer issues tracked next to their deals.
Document requests
A link where clients upload the papers you need.
Connect
everything.
Web forms
Every enquiry arrives as a lead, and someone is told.
Import from any CRM
Excel, CSV, Zoho, HubSpot, Odoo, Pipedrive, Salesforce.
API and webhooks
Send leads in from anywhere, get told when things change.
App connector
Sign-ups in your own app arrive as leads.
Phone app
Add it to your home screen. Works offline, syncs later.
Secure cloud
Encrypted on Google Cloud. Recordings in your own Drive.