The CRM that runs every channel.

The moment a customer submits a Meta lead form, the CRM auto-sends a template broadcast on WhatsApp with their name and product interest already filled in. Same for Google ads and any other lead source you've connected. By the time the customer switches back to their phone, you're already in their inbox.

The AI starts qualifying as soon as the customer replies. Asking the right follow-up questions, capturing budget and timeline, routing hot leads straight to a sales rep, and parking the rest in the right segment for nurture sequences. The result is a shorter qualification cycle and warmer hand-offs to your sales team.

Every conversation lives inside a real sales pipeline. The opportunities table holds deals, stages, owners, and expected close dates. Move a deal to the next stage and the CRM logs the change, notifies the owner, queues the right follow-up, and surfaces it in the next daily digest.

The AI auto-populates custom attributes from the conversation, so you don't fill in 'budget' and 'timeline' manually. Filter and export to CSV when you want to slice it differently. The chat that opened the deal stays one tap away.

Every new conversation gets a lead record with source attribution: Meta ad, Google ad, organic WhatsApp link, or referral. The conversation panel shows ad click timestamps and WhatsApp ad metadata, so you can trace exactly which campaign opened the chat.

Embed a website widget to capture leads from your own site, and the CRM auto-sends a template broadcast the moment a Meta lead form gets submitted. You see which channel actually drives pipeline. The CSV export breaks revenue down by source when you need it.

Before the customer ever types, the CRM logs which pages they visited, how long they spent on each, the campaign that brought them, and any earlier sessions on the same device. That trail sits in the conversation panel from the very first message, so your team can size up intent before opening the chat.

Send marketing broadcasts to a segment. Schedule them for a specific date and hour, or run them daily or weekly on a cron schedule. Upload a CSV phone list when you need to push to a new audience.

Optimised Blast picks the send time per contact based on when they actually read, so open rates hold up. The CRM enforces WhatsApp messaging windows so you don't get throttled, and unsubscribe lists sync across channels automatically so you stay onside with PDPA and the WhatsApp quality rating.

Customers say things like 'I'll think about it tomorrow' or 'help me check this' all day, and in a busy shift it's easy to forget. The AI detects these moments and either creates a follow-up reminder for the right teammate or chases the customer directly if you've enabled that.

Beyond those one-off cases, build named sequences: 'lead quiet for 48 hours' triggers one message, 'appointment not confirmed' triggers another. Build the sequence once and the CRM runs it for every lead across every channel.

Each channel has its own workflow settings. Configure how conversations get handled, routed, resolved, and escalated per channel. WhatsApp can use round-robin while email routes by language. AI behaviour, assignment logic, follow-up cadence, and escalation thresholds all live under one set of rules per channel.

Inside those settings, build named multi-step rules where one event fires a chain. A new booking sends the customer a confirmation, notifies the assigned therapist, schedules a reminder 24 hours out, and updates the deal stage in the pipeline. The whole workflow lives in one place, so anyone on your team can read it and change it later without unpicking custom code or remembering which Zapier zap does what.

Turn every conversation into a trackable ticket with clear ownership, priority, and status. Round-robin auto-assignment distributes workload across the team, and AI auto-prioritisation pushes urgent issues to the top of the queue before anyone has to ask.

Each ticket carries the full context with it: customer profile, prior conversations, internal notes, and any actions taken so far. When ownership changes hands or a senior steps in, no one re-asks the customer for their order number.

Every new conversation gets assigned the moment it arrives. Pick by language, region, channel, business hours, or simple round-robin within the right team.

Push notifications fire when a conversation lands in your queue, and the round-robin counter holds even when half the team is offline, so distribution stays balanced over the week instead of dumping on whoever happens to be online. No more 'who's picking this one up?' in the team chat.

Whenever a customer rates 2 stars or lower, the team lead gets pinged automatically with an internal note explaining what happened. Low scores trigger escalation before they turn into public complaints or refund requests, so the lead actually has time to make it right.

Skip the SQL and the report builder. Type 'show me customers whose subscription renews next month' or 'which agent has the fastest reply time this week?' and the CRM answers in plain English, with the rows pulled and ready to act on.

Drill into a specific number, segment a list for a follow-up campaign, build a saved view, or just check what's been keeping your team busy. The CRM understands your data and what you actually mean when you ask.

MCP lets the bot reach into your other systems to do real work. Check inventory in Shopify before promising a customer. Pull the patient's last appointment from your booking system before answering a reschedule. Update a Xero invoice when an order changes. Confirm tomorrow's slot in Calendly before booking. The AI picks the right tool based on the customer's question, calls it, and answers from live data.

Configure MCP servers per inbox with OAuth, scoped to only the tools that channel actually needs. Each call is logged in the conversation panel, so you can see why the bot answered the way it did and audit every action it took on your behalf.

Shopify and Odoo for orders. Xero for invoices. Stripe for payments. Microsoft 365 for calendars and mail. The CRM ships with 100+ open integrations to systems that publish a usable API.

When the integration you want doesn't exist yet, the webhooks and REST API give your team enough rope to wire it up themselves without rebuilding your stack to get the CRM to play nice.

Daily performance snapshots land in your WhatsApp inbox at 7am, summarising what your team handled yesterday: open conversations, response times, deals moved, the categories of enquiries that came in, and which ad sources brought them.

AI category analysis surfaces what customers are actually asking for most often, so you can prioritise stocking that product, training that team member, tuning the bot for that intent, or planning your next promotion. Channel attribution shows which campaigns bring qualified pipeline so your ad budget goes to channels that actually convert.

Agents handle conversations from their phones with the mobile app. Set a personal signature and toggle it per conversation when you want to drop the corporate sign-off.

Sort the inbox by last incoming message so customer replies surface above system activity. Push notifications keep you in the loop without forcing you to open the app every five minutes.