A timeline nobody has to type
Form fills, WhatsApp chats, emails, payments and course progress land on the contact by themselves. Your team adds notes, not data entry.
CRM & Pipelines
Know what happened to the lead who called last Tuesday.
A list of every lead, a board of every deal, and a timeline that fills itself from forms, chats and payments.
Instead of: The Excel sheet, the diary, Zoho CRM.
Treatment pipeline
This month · Open value ₹3,84,500
| Contact | Stage | Value |
|---|---|---|
Ayesha M.Cleaning | Enquiry | ₹1,200 |
Kiran PatilImplant consult | Enquiry | ₹45,000 |
Rohan ShahBraces | Consult done | ₹62,000 |
Meera IyerWhitening | Consult done | ₹12,000 |
Sanjay D.RCT + crown | Plan accepted | ₹18,500 |
Vaishali N.Aligners | Completed | ₹95,000 |
In practice
Every lead and what happened to them.
A lead filled your form, chatted on WhatsApp, didn't pay, then came back two weeks later. Today that's three apps and a guess. Here it's one timeline on one contact, in order.
What it does
Boards that match how you sell
Name your own stages (Enquiry, Site visit, Token paid). Drag deals across. See the rupee value of each column.
A short list of who to call today
Leads who opened the brochure, replied on WhatsApp or came back to the pricing page float to the top.
Works well with
WhatsApp Inbox
Put your business number on Meta's official Cloud API. Your whole team replies from one inbox, and the AI covers nights.
- Meta's price, no markup
- One inbox, many people
- Broadcasts that don't get you banned
Automations
Wait, branch, send a message, add a tag, create a task. Workflows that run across every app here.
- One canvas, readable by anyone
- Start from a recipe
- A log of every run
Revenue Analytics
Follow a rupee from the ad click to the lead, the sale and the renewal, per contact.
- From click to payment
- Server-side conversions
- Reports that answer one question each