Leads Management

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Pipeline Flows

Customize your lead journey. Drag to reorder stages between New and Closed.

Automations

Simple Automations

Workflow Campaigns

Dashboard Overview

High level insights of your CRM pipeline and lead conversion.

Total Leads
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Active Deals
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Conversions
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Overdue Tasks
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Need attention

Lead Volume Trend

Pipeline Funnel

Lead Sources

Integrations

Configure your lead sources, data mapping, and communication providers.

Lead Sources
Field Mapping
Messaging
Not Connected
Meta Lead Ads
Automatically ingest leads from your Facebook & Instagram campaigns.
Webhook
Zapier / Make
Connect thousands of apps. Use this endpoint for automated lead ingestion.
Free Sync
Google Sheets Sync
Push leads from Meta or any form natively via Google Sheets.
Bulk
Manual CSV Import
Quickly import leads from a spreadsheet by pasting your data.
Web
Website Form
Embed a simple contact form on your site to capture leads directly.

Lead Field Mapping

Drag columns from your last sync into the CRM fields. All other columns are saved as Custom Data.

Preview
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Mapping Preview

Phone Label

Email Label

Contact Information

No Source
Discovered Columns
Sync a lead...

Full Name

Mapping to: -

Drop column

Email Address

Mapping to: -

Drop column

Phone Number

Mapping to: -

Drop column

Messaging Providers

Setup your communication API keys for WhatsApp and Email notifications.

Not Configured
Email (SMTP)
Connect Gmail, SendGrid, or any SMTP provider to send real emails.
Not Configured
WhatsApp (Twilio)
Send official WhatsApp messages. Integration verified and ready.

Activity Feed

A real-time log of all automations, status changes, and incoming leads.

No activity recorded yet.

Team Management

Manage your team members, credentials, and their roles/access permissions in the CRM.

Contacts

Name / Company Email Phone Assigned To Added
No contacts yet. Add your first contact!

Tasks & Follow-ups

Upcoming
No tasks yet. Create your first task!

Account & Settings

Manage your security credentials, profile information, and interface preferences.

Profile & Preferences

Name
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Email Address
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Access Role
Employee
Access Permissions

Security & Password

Application Settings

Enable Click Sound Effects
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Lead Details

Info
Notes
Tasks