Simply convert the potential leads to deals or opportunities in one click. You can involve multiple team members to close a possible deal.

You can set up an automated email, SMS, or Whatsapp Trigger with custom message content based on the required criteria.

Manage your deals in an intelligent way with the expected closure date, the estimated value of closure, the probability of closure, and many more custom stages & statuses.

Easily create and manage pipeline for the next 12 months with the estimated sales/ income projection for every month to make an efficient business decision.

Create Multiple Proposals and Proforma invoices for every deal and you can also create a new deal for the existing client by involving multiple contacts in that company.

You can have a completely different set of stages and statuses for deals which will help you in smooth tracking of the deal till its closure.

Simply Convert a Deal or Lead directly to the Client upon confirmation in One-Click. Send Onboarding mail sequence to clients automatically.

Create and Manage Support Tickets, Proposals, PI, Invoices, or any other custom modules to manage the clients in an efficient way.

With an Advanced AMC Management Function for Clients, the system will send an automated upfront reminder to your clients.