CRM & Client 360
Manage your all clients, sales pipelines, deals, and proposals from one 360° command center.
A complete client relationship management engine engineered for small businesses and large corporations. Move leads through customized visual deal stages, track every phone call and email, generate commercial proposals in seconds, and give clients their own branded self-service portal.
Pipeline Velocity
3.4x Faster
Automated follow-up reminders
Win Rate Increase
+28%
AI lead intent scoring
Client Retention
99.4%
Centralized account communication
Time Saved on Calls
45 mins/day
Integrated telephony click-to-call
Everything You Need to Power CRM & Client 360
Hardened for reliability, integrated with all other modules, and ready to scale.
360° Client & Account Profile
Keep parent companies, multi-contact hierarchies, past deals, invoices, and notes organized in one searchable dossier.
Visual Kanban Deal Pipeline
Drag-and-drop deals across custom sales stages with automated win/loss stage triggers and revenue forecasting.
Telephony Integration & Call Logs
Click-to-call directly from contact records with automated audio call recording, duration logging, and follow-up alarms.
1-Click Branded Proposals
Generate beautiful, PDF-ready commercial proposals with pricing matrices, deliverable milestones, and payment links.
White-Label Client Portal
Give your clients a secure login to review proposals, approve task deliverables, download invoices, and raise tickets.
Webforms Lead Capture
Embed clean enquiry, consultation, and KYC forms on your website that automatically route leads into the sales pipeline.
How It Works in 3 Simple Steps
Capture Leads Everywhere
Collect inquiries via website forms, live chat, email, or manual import.
Automate Sales Follow-ups
System notifies agents with ring alarms the moment a call or follow-up is due.
Close & Onboard Client
Generate client proposal in 1 click, collect signature, and invite to Client Portal.
Frequently Asked Questions about CRM & Client 360
Can I manage multiple contacts under a single company account?
Yes. Our CRM supports parent-child company hierarchies, allowing you to associate unlimited stakeholders, department heads, and billing contacts under one master account.
How does the telephony integration work?
You can click on any client phone number to initiate calls directly in your browser. All calls are recorded, timed, and saved to the client's timeline automatically.
Can my clients log in to view their own documents?
Yes! Every client can be granted access to the white-labeled Client Portal where they can view proposals, pay invoices, track projects, and submit support tickets.
Start Using CRM & Client 360 Today
Available immediately with full access to all other modules. Zero credit card required to start your free 14-day trial.