CRM & Sales
A single flow from lead to collection.
From the first click to a signed deal, every customer is gathered in one live record — Contact 360. AI auto-scores each prospect and suggests the 'next best action'; a drag-and-drop pipeline moves opportunities stage by stage to close; the WhatsApp inbox, calls, emails, orders, and payments all land on the same timeline. Marketing, sales, and support see one truth — the moment you talk to a customer, their entire history is in front of you. Turn won opportunities into a proposal (Proposals & Deals) and invoice in one click.
What's inside this solution?
Everything works integrated on a single panel, with a single customer record.
In-depth capabilities
Know which prospect is hot
Whether prospects come from a form, WhatsApp, a listing, or a manual entry — they all gather in one inbox, scored and segmented automatically.
- Automatic lead scoring and lifecycle stage
- Hot / unassigned / new / cooling smart segments
- Bulk actions: score, assign owner, send a message
- Source attribution — which channel each prospect came from
One person, one truth
Notes, calls, emails, WhatsApp, orders, and payments merge into a single timeline. The moment you talk to a customer, their entire history is in front of you.
- Unified timeline for all interactions
- Deals, spend, average basket, return statistics
- AI-powered next best action
- From opportunity to invoice — quote to collection flow
Move opportunities to close
With a drag-and-drop Kanban, opportunities advance through stages; value and win probability are clear at all times.
- Discovery → quote → negotiation → won/lost
- Value, win probability, and owner tracking
- Filter by last activity and sales forecast
- Chat on the same screen with the WhatsApp Inbox
How does it work?
Capture
Form, WhatsApp, listing, or manual — prospects gather in a single inbox.
Score & Segment
Lead score and lifecycle stage are assigned automatically; hot prospects stand out.
Advance
The opportunity moves through the pipeline stage by stage; every touch lands in Contact 360.
Close & Collect
Create a quote/invoice from the won opportunity; the post-sale relationship continues in a single record.
Frequently asked questions
Is the CRM a separate tool, or is it part of the platform?
Fully included. The CRM shares the same Contact 360 record with e-commerce, content, and marketing — no separate subscription or integration required.
Is WhatsApp really connected?
Yes. The WhatsApp Inbox links two-way messaging directly to the customer record; the conversation history appears on the timeline.
How does lead scoring work?
An automatic score is generated based on the prospect's behavior and lifecycle stage; you see hot, unassigned, and cooling segments at a glance.
Can I import my existing customer data?
Yes. You can import contacts and merge them with order and payment history on the Contact 360 timeline.
Get started with CRM & Sales
Try it free for 14 days; setup takes minutes. All modules come together on a single panel, with a single customer record.