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CRM & Sales

Simple CRM for Your Team

Track leads, manage contacts, and close deals with a pipeline configured exactly for your business — with your terminology and branding.

Sales Pipeline

12 leads

New

+3 more

Contacted

+2 more

Qualified

Closed

What's Included

Visual Pipeline

Drag-and-drop kanban board with custom stages. See every deal at a glance.

Lead Management

Capture and track leads from your chatbot, website, and manual entry.

Contact Database

Centralized contact records with notes, history, and custom tags.

Follow-up Tracking

Set follow-up dates and see which leads need attention today.

Custom Labels

Call a lead a "Student" or "Customer" — your terminology, your workflow.

Pipeline Analytics

Conversion rates, average deal time, and stage-by-stage breakdowns.

Configured for Your Industry

The pipeline stages and terminology adapt to your business type.

Training InstituteStudents (not "Leads")
Inquiry
Counseling
Enrolled
Active
Completed
MSMECustomers (not "Leads")
New Lead
Contacted
Proposal Sent
Negotiation
Closed Won
StartupProspects (not "Leads")
MQL
SQL
Demo Done
Trial
Converted

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