Leads & CRM
Pipelines, forms, and automation in one place.
Create pipelines and stages, publish forms, manage leads in table or grid views, run tasks, and automate follow-ups over email, WhatsApp, and SMS — including sign-up and website lead capture.
Trusted by growing Indian businessesGST & Razorpay ready
∞
Custom pipelines
Forms
Build & publish
Auto
Email · WhatsApp · SMS
Tasks
Per rep
Lead generation
Pipelines, stages, and forms.
Lead generation covers all pipelines, pipeline stages, and forms — the same screens as /pipeline and /forms in the product.
- ✓Create and copy pipelines
- ✓Stage rules per pipeline
- ✓Form save, publish, and copy
- ✓Import/export lead templates
Lead management
All leads, tasks, and website capture.
Work deals from /all-leads, assign tasks from /tasks, and ingest website leads from /web-leads and sign-up flows.
- ✓Table and grid lead views
- ✓Lead info updates & Excel import
- ✓My tasks & follow-ups
- ✓Website & sign-up lead capture
Lead automation
Rules, activity, and channel automations.
Automation rules, activity logs, and dedicated email, WhatsApp, and SMS automation screens keep nurture on autopilot.
- ✓Automation rules engine
- ✓Activity log per rule
- ✓Email automation campaigns
- ✓WhatsApp & SMS automation
