CRM Platforms
Configurable CRM systems for BPOs, EdTech companies, and sales teams that need lead capture, assignment, follow-up, conversion, payouts, campaigns, and reporting.
Built For
BPOs, outsourced sales teams, admission teams, telecalling agencies, EdTech companies, coaching institutes, consultants, and high-volume sales organizations.
Core Use Case
Turn scattered enquiries into an organized sales process where every lead can be imported, assigned, followed up, converted, approved, paid out, and reported.
Differentiator
Supports client-wise data separation, flexible fields, custom lead stages, public forms, WhatsApp campaign sharing, conversion approval, incentive tracking, and industry-specific setup.
Capabilities
The main parts your team can manage.
Each section is planned around the people using the platform, the tasks they complete, the information they need, and the reports managers rely on.
BPO-based multi-client CRM
01- Manage multiple clients from one CRM while keeping leads, users, campaigns, products, conversions, and reports separate.
- Give central admins full visibility, client admins limited access, and agents only their assigned leads.
- Track calls, idle time, connected calls, notes, follow-ups, conversions, collected amount, wallets, partial payouts, and exports.
EdTech-focused CRM
02- Manage student enquiries by course, interest, category, batch, branch, or department.
- Assign leads to counsellors, track calls and statuses, share webinar or demo registration links, and capture public registrations.
- Record admissions, approve collected amount, track counsellor incentives, and report course-wise, branch-wise, and counsellor-wise performance.
Multi-sector CRM
03- Capture, import, customize, assign, and track leads across services, finance, real estate, healthcare, events, memberships, franchises, and more.
- Manage products, services, programs, categories, campaigns, public forms, conversions, incentives, earnings, and payouts.
- Keep clients, branches, departments, or business units separate while giving management clear dashboards and exports.
Business outcomes
These platforms are designed to support daily business work, not just add a few disconnected features.
Reduce missed follow-ups and improve sales accountability.
Adapt lead management for specific industries without rebuilding from scratch.
Give managers visibility into every lead, call, conversion, payout, and team result.