Modules at a glance
CRM
Manage pipelines for revenue and cash: boards for opportunities and work, structured workflows for bookings and collections, plus tightly related WhatsApp conversations.
Pipeline work
- CRM dashboard and boards; tags for segmentation.
- Activities timeline for transparency across teams.
- My boards for assigned ownership.
Workflows
- Booking workflow for predictable handling from intent to confirmation.
- Collection workflow to operationalize follow-ups on receivables.
Messaging
- WhatsApp messaging, read markers, typing indicators, and Zoom reminder sends—aligned with customer engagement processes.
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