CRM & Lead Management by Industry

Keep supporter, volunteer and citizen contacts in one place, assign follow-ups to field workers, and track every request to closure.

Capture admission enquiries from every source, run counselling workflows, process applications and send fee reminders from one CRM.

Pull leads from ads and portals into one pipeline, coordinate site visits, send brochures automatically and track every agent's follow-up.

Manage patient queries and streamline appointment scheduling, without manual coordination between the front desk and departments.

Capture enquiries from ads and your website, follow up through one inbox for SMS, WhatsApp and email, and see which campaigns bring buyers.

Stay on top of policy renewals, automate premium reminders and track every loan enquiry from first contact to closure.

Organise holiday package enquiries, share customised itineraries automatically and follow up with every traveller on time.

Track dealer and buyer enquiries, assign them by territory, and give field sales teams a mobile app for visits, notes and calls.

Capture demo requests and sign-ups, score leads by engagement, and route them to sales automatically through APIs and webhooks.

Manage registration, sponsor and exhibitor enquiries in one pipeline, and follow up through one inbox for SMS, WhatsApp and email.

Log every shipper enquiry, route it to the right branch, and follow up on rates and trial shipments until the account is onboarded.

Record every walk-in, portal and campaign enquiry, share them across the sales floor, and follow each buyer from on-road price to test ride, booking and delivery.

Follow every package sale from quotation to advance, balance and departure, and give your team a reminder for each call that is due.