Automated Pipelines to Track, Score & Convert Lead Inquiries
Ditch messy spreadsheets. Automatically assign new leads to sales agents, calculate deal scores, and trigger follow-up tasks. Complete control over your customer pipeline.
Centralize Your Customer Data
Sync social media chats, web forms, and catalog downloads into a single database.
Smart Lead Routing
Routes leads automatically based on agent availability, region, or product category. Never lose a lead due to administrative delays.
Real-Time Dashboards
Track close rates, pipeline value, ad performance, and average agent reply times in a single unified visual layout.
Security & Backups
Keep client databases safe. Setup regular backups, restrict exports, and configure agent access control policies.
CRM Setup & Custom Integration
Select the integration depth required for your sales team.
CRM Setup & Import
One-time setup fee + CRM subscription fees
- CRM account initialization (Zoho / HubSpot / Odoo)
- Database schema mapping for customer profiles
- Historical client data import & cleaning
- Pipeline stage categorization (New -> Won)
- Basic admin training & walkthrough
- 1 month free bug support
Lead Scoring & Auto-Assign
Includes automated sales workflows & routing
- Everything in Core Setup +
- Auto-assign leads based on team rotation
- Lead scoring logic (behavioral tracking)
- Task auto-generation for sales reps
- Custom email follow-up notification templates
- Custom analytics & performance dashboard
- 3 months free bug support
Sovereign On-Premise CRM
Custom hosting on your VPS (Zero SaaS rent)
- Everything in Automated CRM +
- On-premise open-source ERP/CRM setup (Odoo)
- Bidirectional legacy accounting sync
- Sovereign data residency configuration
- Custom API connectors to local databases
- Priority SLA maintenance contract