Pipeline and dispositions
Stages that match how you actually sell, with a required reason on every close so the lost-reason report is worth reading.
Sales CRM
The enquiry nobody called back is the one that cost you.
Every enquiry captured, assigned to someone by name, and chased on a date — whether it arrived on WhatsApp, through your website, from an ad, or as a missed call.
Why a WhatsApp-first CRM
Your pipeline lives in a messaging app. Your CRM should know that.
Most CRMs treat WhatsApp as a channel to log afterwards, so the real conversation happens on someone's phone and the CRM holds a summary of it written three days later. Here the conversation is the record — and the follow-up, the quote and the close hang off it.
Travel Suite
Day-by-day itineraries, supplier costs kept off the guest's copy, quote share links, and a margin that is calculated rather than guessed.
Custom fields and forms
Capture what your business needs, on the contact and on the lead, and put the same fields on a web form in two clicks.
Activity timeline
Every call, message, note, stage change and reminder against one contact, in order, with who did it.
Call logging
Log the call and its outcome from the mobile app, so a phone conversation leaves the same trace as a WhatsApp one.
Follow-up discipline
Overdue follow-ups surface at the top of the queue and escalate. The most common reason a lead dies is nobody called back.
Industry packs
Configured for your trade on the first screen
A generic CRM asks you to build your own fields, stages and reasons before it is any use, which is why so many are abandoned in month two. Installing a pack does that work for you — and you can change any of it afterwards.
Travel
Enquiry to itinerary to quote, with supplier costs and margin kept off the guest's copy. Destinations, pax counts and travel dates as first-class fields.
Real estate
Property type, budget band, locality and site-visit stages, with the follow-up cadence a broker actually runs.
Education
Course interest, intake, counsellor assignment and the admissions stages, from first enquiry to fee payment.
Healthcare
Appointment enquiries, treatment interest and recall reminders, with the consent record a clinic has to keep.
Insurance
Policy type, renewal dates and the renewal reminders that are the whole business.
Solar
Rooftop size, bill amount, subsidy eligibility and site survey stages.
Consulting
Scope, retainer or project, proposal stages, and follow-ups measured in weeks rather than hours.
Yours isn't listed?
These are the packs built so far, not the limit. A pack is fields, stages, close reasons and templates — not new software — so a trade we have not done yet is usually a few days, and we build it with you during setup at no extra cost.
Tell us what you sellFollow-up, which is the whole job
The most common reason a lead dies is not price and it is not the competition. It is that nobody called back. So reminders are set from inside the chat, overdue ones rise to the top of the queue, and they escalate if they stay overdue — on the phone of the person who owns the lead, not in a report somebody reads on Friday.
Quotes that do not leak your costs
The Travel Suite builds a day-by-day itinerary with supplier costs and your margin attached, then produces a guest-facing share link that contains neither. The family sees the plan and the price; they do not see what the hotel charged you. It is the feature travel agencies ask for first, and it is on the Growth plan.
Out of the office
Field staff install the mobile app from the browser — no store, no approval queue. They get their queue, their reminders, their chats and push notifications, and they can log a phone call and its outcome so a call leaves the same trace as a message.
Start selling on WhatsApp this week
Fourteen days, every feature, no card. Or take fifteen minutes with us first and we will tell you honestly whether it fits your business.
Prefer to just ask something? WhatsApp us on +91 82690 09378 or email [email protected].