All-in-One Sales CRM with
Easy Accounting
A complete CRM designed for sales teams, agencies, and businesses. A combination of the right tools to manage your customer queries, WhatsApp chats, in-browser phone calls, and have your bookkeeping seamlessly intact.
Tariq Mahmood • Enterprise Client
Annual Service Contract & Licensing
Fatima Noor • Digital Marketing Package
Via Meta Lead Ads • Agent: Karachi Branch
Cloud Phone Line: Active
+92 21 3456 7890 (Company Caller ID)
Access from Anywhere
Access from office or home, smartphone & laptop; supports multiple branch locations.
Maintenance Free
No local server installation and no maintenance. Automated cloud backups & 99.9% uptime.
WhatsApp & SMS Integration
Official WhatsApp Business API, automated lead creation on incoming chat, and instant receipt alerts.
Two-Factor Security
Your logins and financial records are secured with OTP verification and role-based permissions (RBAC).
Customer Query & Lead Management
- Complete customer query management: Track customer inquiries from initial contact to closed deal.
- Work and follow-up on customer queries: Scheduled follow-up reminders with automatic notifications.
- Lead status & conversion reports: Real-time pipeline funnels for sales managers and owners.
- View customer history on lead creation: Instant view of past interactions, orders, and previous quotes.
- Measure staff performance: Compare handle times, conversion rates, and revenue generated per sales agent.
- Comments, notepad and call recordings: Keep comprehensive audit trails for every customer interaction.
Kanban Query Pipeline
Drag & Drop ReadyRashid Al-Hassan
Enterprise Digital Retainer • 12 Mo
PKR 4,800,000
Noman Siddiqui
Custom Platform License & SLA
Deposit: PKR 650,000
In-Browser Cloud Calling & Official WhatsApp Messaging
- In-browser WebRTC quick dialer: Call leads directly from CRM without physical PBX deskphones.
- Single company Caller ID: Outbound calls from all agents display your registered company phone line.
- Live call transfer architecture: Seamlessly transfer active callers to another branch or team agent.
- Automatic call recording & duration logs: Audio recordings attached to customer profile for quality control.
- Official WhatsApp Business API: 24-hr free text window, Meta template messaging, and automated lead creation.
Easy to Use Accounting & Cash Book
- No more dedicated accountant required: Intuitive interface built specifically for business teams.
- Record sales, refunds, receipts & expenses: Keep track of invoices, client payments, vendor payables, and operational bills.
- All transactions go through double-check: Role-based approval prevents unauthorized adjustments or errors.
- Live account balances: Instantly check cash in hand, bank accounts, vendor payables, and customer receivables.
- Issue & print payment receipts on the go: Elegant printed receipts with instant QR verification.
Receipt #REC-8821 • Tariq Al-Mansoor
Cash Deposit • Client Project Contract
Vendor Payment • Cloud Infrastructure & Servers
Bank Transfer • Inv #6Q29LK
Service Retainer • Marketing & Creative Agency
Cheque • Agreement #MC-109
Professional Client Quotes & Branded Invoices
- Track milestones, deliverables & payment terms: Eliminate project delays and missed billing schedules.
- Add products, custom services, taxes & discounts: Complete proposal builder with automated cost calculations.
- Dynamic tiered & volume pricing: Auto-calculate rates based on user quantity, billing cycles, and package options.
- Print or share in PDF with customers: Branded with your company logo, terms, and bank accounts.
- Ideal for corporate clients & agencies: Deliver modern proposals and contracts in seconds.
User Access Control
Secure access with roles and granular permissions
Elegant Statements
Print or PDF account statements & receipts
Data Privacy
Customer data is isolated, protected and kept private
Smart Search
Search by order, invoice ID, client name, phone & email
Get Notifications
Get real-time alerts on important customer events
Customer Database
One-click download of customer data for marketing
Plans & Pricing
Flexible and competitive pricing to keep your business running smoothly.
Interactive Plan Builder
Pick your exact requirements below. Live price updates automatically based on users, branches, and features.
$4/user/mo
Main branch included in base
Official WhatsApp Business APIActive
Automated lead generation from WhatsApp, 24-hr chat window & instant notifications.
Facebook / Instagram Lead Ads IngestionActive
Auto-pull leads directly from Meta ads and distribute to agents in real time.
In-Browser WebRTC Cloud Phone LineActive Line
Dedicated company caller ID, browser dialer, recording & live transfers.
Select Outbound Calling Minutes:🔥 15% Volume Discount Applied!
Calculated Plan Total
Billed annually at $796.8/yr (Saves $199)
💡 Official WhatsApp Business API & in-browser WebRTC calling are supported directly with instant activation.
Elegant Statements and Receipts
Access account statements and payment receipts on the go. Easily print or save as PDF directly from your browser.
Customer: Tariq Mahmood
Amount Received: PKR 500,000
Payment Mode: RAAST Online Transfer
Contract Ref: Enterprise Growth Tier
Company: Apex Global Enterprises
Total Invoiced: PKR 1,450,000
Total Paid: PKR 1,200,000
Balance Due: PKR 250,000 (Due)
Intelligent Business Insights & Reports
An overview of key reports & analytics available in our CRM platform.
Cash & Banks
- Daily Cash Book
- Available Cash Balance
- Detailed Bank Transactions
Payment Recovery
- Receivables & Payables
- Customer Balance Tracking
- One Click Financial Status
Sales & Profits
- Sales Report & Trends
- Staff Profit Earnings
- Company Profit & Loss
Customers & Queries
- Active Leads Follow-up
- Date Wise Leads Breakdown
- Customers Assigned by Staff
Location Based Attendance from Smartphone
- No dedicated biometric device required: Uses staff member's own smartphone with GPS/QR verification.
- Multi-location and branch support: Manage Karachi, Lahore, Islamabad or overseas branch check-ins centrally.
- No installation needed: Staff simply scans the daily QR code inside the office to check in.
- Daily & monthly staff attendance reports: Real-time presence logs for management.
Smart Check-In / Check-Out
Verified within office GPS geofence. Eliminates expensive biometric machines.
Frequently Asked Questions
Everything you need to know about our business CRM, accounting tools, and telephony setup.