Role-Based Access Control
Organize Your Team. Secure Your Data. Empower Everyone — Appropriately.
Superadmin
Full System Control
Access to all modules, settings, and user management
Add/remove users, assign roles, and control team permissions
Full visibility into every lead, campaign, and performance metric
Ideal for business owners, founders, or top-level managers
Agent
Hands-On with Leads, Minimal Distraction
Access to assigned leads and basic lead management features
Can update lead status, add notes, and communicate with leads
Limited view of campaign settings and no access to system configuration
Ideal for sales agents, telecallers, or client-facing executives
Marketing Team
Campaign Creators
- Can create, launch, and track email/SMS campaigns
- Access to analytics, segmentation, A/B testing tools
- No access to critical user settings, lead ownership transfer, or billing
- Ideal for marketers, outreach teams, or campaign managers
Automated Lead Capturing
No More Manual Work . Just Hot, Actionable Leads
Capture Leads Automatically from Any Source
- Website contact forms
- Chatbots and popups
- Lead generation ads (Meta, Google)
- Embedded forms and surveys.
Instant Assignment &
Tagging
Auto Campaign Tagging
Rule-based Agent Assignment
Rule-based Team Assignment
Automated Follow-up Workflow
Lead Intelligence from the First Touch
Source data (campaign, form, referrer)
Location and browser/device info
Timestamped interaction history
Engagement score (if configured)
Real-Time Notifications
Never Miss a Lead. Never Miss a Beat.
Instant Notifications that Drive Instant Action
- New lead submissions
- Lead assignment or status changes
- Follow-up reminders
- Missed lead alerts
- Team response time breaches
Real-Time Performance
Reports
Lead conversion rates
Response time by agent or team
Lead source performance
Funnel drop-off points
Daily/weekly/monthly stats
Scheduled Reporting, Your Way
- Daily at a specific time
- Weekly summaries to stakeholders
- Monthly performance snapshots
- Daily at a particular time
- Instantly when needed
Subscription-Based Access
Flexible plans for Every Growth Stage
Feature Access Based on Subscription Level
- Access control by role and subscription
- Scalable limits on leads, users, and automations
- On-demand feature unlock with instant plan upgrade refine all points in one line
Hassle-Free Upgrades & Cancellations
- Immediate access to upgraded features
- Prorated billing adjustments
- Cancel anytime — your data stays safe
- Transparent pricing with no hidden fees
- Seamless plan switching without downtime
Automated Billing &
Invoicing
Monthly & annual billing options
Auto-renewals with email reminders
Downloadable invoices from your dashboard
Secure payment gateway integrations (Stripe, Razorpay, etc.)
Lead Assignment & Tracking
Route, Track, and Close Leads Smarter
Smart Lead Distribution
Role-based logic (e.g., marketing, sales)
Geography or region
Lead source/channel
Availability or workload
Transparent Ownership
Agents instantly get notified of new leads
Admins can reassign leads with one click
Activity logs show full assignment history
- Admins can reassign leads with one click
Real-Time Tracking Dashboard
Visual status indicators: New, In ,Won, Lost
Timeline of every touchpoint .
Instant updates when a lead is moved .
- Seamless team notifications on lead activity
Secure Authentication
Protect Your Leads, Users & Data With Industry-Leading Security
Enterprise-Grade Login Security
Encrypted Credentials: All passwords and tokens are hashed using industry-standard algorithms.
HTTPS Everywhere: Every interaction is protected with SSL encryption, securing data in transit.
Session Management: Smart session expiration and logout options to prevent unauthorized access.
Multi-Factor Authentication (MFA)
OTP via email or SMS
OTP app-based authentication (Google Authenticator, Authy)
Admin-enforced or user-enabled option
App-based OTP (Google Authenticator, Authy)
Flexible Options: Admin-enforced or User-enabled
Role-Based
Login
Access
Agents and team members access leads assigned to them
Role-based controls ensure security
Isolated environments prevent data leakage
Managers access team performance
Clients access only their data
Superadmins access everything
