Smart CRM Solution

1 · Auto Lead Capture

Every lead, from every channel, in one inbox

15+ pre-built integrations. Sources sync into your CRM live.

Meta Ads32 leads today

Google Ads18 leads today

IndiaMART11 leads today

JustDial7 leads today

Website API9 leads today

META Anjali

GADS Rohit

IM Pranav

JD Sneha

WEB Mehul

Smart CRM · Live InboxLIVE

Anjali Kapoor

🏷 Meta · 2s

NEW

Pranav Jain

🏷 IndiaMART · 9s

NEW

Rohit Verma

🏷 Google · 14s

NEW

Sneha Desai

🏷 JustDial · 22s

NEW

✅ Welcome WA sent✅ Email sent📞 Auto-dial queued

15+ Lead Source Integrations

Meta Ads

FB & IG

Google Ads

Lead Form

IndiaMART

Buy Leads

JustDial

Push API

TradeIndia

Seller

ExportersIndia

Webhook

Sulekha

Pro

99acres

Realty

MagicBricks

Builder

Housing.com

Builder

NoBroker

External

WordPress

CF7

Google Forms

Apps

Google Sheets

Sync

Gmail

Inbox

Pabbly

Workflow

Website API

Any Form

Smart Routing

Auto-assign by source, geography or round-robin

Meta → Priya, Google Ads → Rohan, IndiaMART → Amit, JustDial → Neha.

📥 Source

Meta Ads32 today

Google Ads18 today

IndiaMART11 today

JustDial7 today

⚙️ Routing Rule

if source = Meta → Priya

if source = Google Ads → Rohan

if source = IndiaMART → Amit

if source = JustDial → Neha

META · Anjali → Priya

GADS · Rohit → Rohan

IM · Pranav → Amit

JD · Sneha → Neha

👤 Caller

Priya Sharma32 assigned · On Call

Rohan Mehta18 assigned · Idle

Amit Kumar11 assigned · On Call

Neha Verma7 assigned · Idle

WhatsApp AI Bot

An AI Bot that qualifies leads while you sleep

🤖

Smart CRM AI Bot

online · typing…

Hi Rohit 👋 1, 5 or 10-user plan?

5-user plan please

Demo today 3-6 PM?

Today 4 PM

Booked ✅ Calendar invite sent.

Qualifies. Books. Hands off.

Auto-qualifies budget, requirement, user count
Books appointment on your calendar
Replies in English + Hindi + Hinglish
Pings human caller when intent is high

Cold Calling Engine

Auto-dial. Track. Audit every call.

📞

Auto-Dial 60 sec

One-tap "Tap to call" the moment a lead lands.

📲

Smart Caller-ID

Old client calling? Name, stage, last remark on lock-screen.

➕

Fresh Caller Auto-add

Unknown number? CRM auto-creates NEW lead on first ring.

📋

Full Phone Log

Incoming · Outgoing · Missed — every call in CRM.

⚠️

TAT Violation Alerts

No call in 10 min? Rep pinged. Admin escalation.

🔁

Missed Call Insight

Auto-add lead + auto-WA callback + smart retry.

Real-time Visibility

Live Caller Tracking & Team Monitoring

live

Live Team Status

🎧 On Call · 1💤 Idle · 1● Offline · 2

Gopal (admin)

● On Call · 25m

Harsh (sales)

💤 Idle · 9h 13m

Neetu (sales)

● Offline · 15h

test (sales)

● Offline · 107h

Call Recording

Every call recorded & audited by AI — with rating & transcription

▶

Devendra Pandey · Negotiation · 5m 34s

02:1405:34

⭐ 4/5 AI Rating😀 Positive🏷 Negotiation📝 Auto-transcribed

AI Quality Control

AI listens, rates & suggests next-best-action

🎧AI is listening · 02:14 / 05:34ANALYSING

Detected: Negotiation · price comparison

🎧

Analysed

😀

9 (39%)

Positive

😟

3 (13%)

Negative

🧠

~95%

Accuracy

Devendra Pandey😟 2/5 ★

Brush-off · no real interest.

🎯 AI: Lost · follow up 60d

Vikram Joshi😀 4/5 ★

Strong intent · requested team demo.

🎯 AI: Demo Scheduled

Auto-Dial Engine

Auto-dial every new lead — in 60 seconds, on the rep's phone

09:24 · Sun 31 May📶 69%

Auto-dial · 2 queued

📞

Tap to call · Anjali

Meta lead · queued 9s ago

09:24

📞

Tap to call · Sandeep

Google Ad · queued 12s ago

09:24

✅

Welcome WA + Email sent

Auto-sent · 7s ago

🔔

SmartCRM

Call tracking is enabled · 4 calls today

One tap. Lead context loaded.

The Android push notification shows lead name, source, last remark — and dials when tapped. No app opening. No copy-paste.

"Tap to call" Android push for every queued lead
Caller-ID overlay shows source & previous notes
Auto-skip if no answer · auto-retry after delay
Round-robin distribution across reps
Power-dial mode: dial → talk → log → next, one screen

SLA & Compliance

TAT Violation Alerts at 10 minutes

No call within your TAT window? Rep pinged. Still no call? Admin escalated. No lead slips.

Rule violations & admin escalation

Set once: "No call in 10 min → ping rep. No call in 30 min → escalate admin. Stage stuck 3 days → flag leadership."

Missed-follow-up & "no call in 10 min" alerts
TAT escalation to admin with full lead context
Stage-stuck alerts (e.g. Negotiation 3+ days)
Daily violation digest emailed to leadership
Rules customisable per stage, source, team

09:32 · Sun 31 May📶 68%

⚠️ Lead CRM Violations

🚨

TAT VIOLATION (admin)

Lead in Negotiation 3d 4h

09:32

⚠️

Missed follow-up

Anjali overdue 18 min

09:30

⚠️

No call in 10 min

Harsh · 3 new leads · 0 dials

09:14

📧

Admin digest sent

3 violations today · Slack + Email

Pipeline Builder

A visual funnel that shows where deals leak

1,344

Total

₹1.0L

Open

Win Rate

Avg Cycle

New lead1,074

100%

₹50K

Contacted155

75%

₹50K

Qualified62

55%

₹0

Negotiation31

40%

₹0

Proposal22

25%

₹0

✅ Won

5% win

❌ Lost

95% of closed

167

Caller Dashboard

Every call. Counted. Categorised. Compared.

📞 TOTAL

397

208 unique

📥 INCOMING

5 unique

📤 OUTGOING

360

206 unique

❌ MISSED

18 unique

🎧 TALK

6h 21m

recorded

⏱ AVG

1m 19s

non-zero

👥 ACTIVE

callers

💤 IDLE

17h 38m

work − talk

HR & Team

Attendance, leaves, tasks, salary — all in one place

My attendance

Team report

📍 Location trail

🕐 Check in

🕐 Check out

Present

6.6h

Avg Hours

Absent

Leave Bal

DateInOutLocation

2026-05-2906:16 PM—📍 Vivek Vihar

2026-05-1812:30 PM—📍 Vivek Vihar

2026-05-1404:04 PM06:01 PM📍 Vivek Vihar

✅ GPS-stamped · device fingerprinted

GPS Attendance + Team Matrix

Mobile GPS check-in + device fingerprint
Team matrix: days present, hours, absent
Detailed log + location trail
Auto-link → salary calculation

🏝️

Leave Management

Apply, approve, balance-track. Auto-deduct.

📋

Task Assignment

Deadlines, priorities, reminders.

📝

Daily Submission

EOD report auto-collated to manager.

💰

Salary Generation

Auto-calc + PDF slip in one click.

Accounts & GST

GST invoicing, GSTR-1 & quotes — inside the CRM

GSTIN 07AABCS1234C1Z5

TAX INVOICE

INV/2026/0142

SmartCRM Pro — Annual (5 users)1 × 60,000₹60,000

WhatsApp AI Bot Add-on1 × 12,000₹12,000

Setup & Training1 × 5,000₹5,000

CGST + SGST @ 9%₹13,860

Total₹90,860

HSN 998313 · Filed in GSTR-1

Quotation → Invoice → GSTR-1, in 3 clicks

Quotation with line items & discounts
GST invoice (CGST/SGST/IGST) auto-HSN
GSTR-1 export — JSON for the portal
Payment capture: cash, UPI, bank, partial
Customer ledger & ageing report

AI Copilot — Ask CRM

Don't read dashboards. Just ask.

✨

Ask CRMPowered by Gemini7 / 50 today

Hi Gopal! Ask me anything:
• How many new leads today?
• Top performer?

Top performer this week?

📊 Harsh leads with 184 calls · 4h 12m. Demos: 23.

⭐ Highlights⏰ Follow-ups🔥 Hot leads

Type your question…✨ Send

Plain-English answers, CRM-deep insight

"How many new leads today?"
"Which leads are out of TAT?"
"Employee-wise performance"
"Top performer this week?"
50 Q/day · Hindi-English

Lead CRM + Call Recording + WhatsApp Automation + AI