AI CRM

Business Automation with AI

AI Business Management & Automation Software

An all-in-one platform designed to manage leads, customers, sales, communication, follow-ups, projects, payments, automation and AI-powered business processes from one centralized system.

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Automate Customer Support

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Intelligent Lead Management

Personalized Customer Engagement

AI-Powered Insights

OMNI-CHANNEL AUTOMATION

Omnichannel Automation

WhatsApp & SMS

Live Chat Integration

Email Integration

Voice Bots

Social Media Integration (Facebook, Instagram, Twitter, LinkedIn)

Website Chatbots

CRM Integration & Tags

Custom Channel

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Natural Language Processing (NLP) Capabilities:

Multilingual Support

Sentiment Analysis

Lead Qualification Bot

Personalized Suggestions

AI-driven Smart Automations

Knowledge Base

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Data Analytics

Ai CRM assist organizations with recognizing expected chances to artificial intelligence smooth out tasks and distinguish exceptions that frustrate the organization’s advancement. Softweb’s AI-driven information investigation administrations are planned to assist organizations with accomplishing prevalent operational artificial intelligence efficiencies and drive new income openings. Our information investigation arrangements convey logical and noteworthy experiences to give you access to what your objective market needs and needs.

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Empower your ideas

01.

Connect Your Business Channels

Integrate your website, social media, WhatsApp, email, and other platforms with the AI CRM to collect and manage all customer interactions in one place.

02.

Capture & Organize Leads

Automatically capture leads from different sources and organize them with smart tags, stages, and notes for easy tracking.

03.

Automate Engagement

Use AI-powered automation to send messages, follow-ups, and responses instantly across multiple channels.

04.

Analyze & Grow

Track performance, customer behavior, and sales insights through advanced analytics to improve conversions and business growth.

AI CRM

Professional, Powerful & Self-Hosted Customer Relationship Management

A modern all-in-one CRM built for companies, freelancers, and service providers to manage customers, sales, projects, and growth — all from one smart platform.

Project Management

Organize projects, link tasks, and keep workflows on track.

Invoices & Estimates

Create professional invoices and estimates with ease.

Support System

Auto-import tickets and deliver faster customer support.

Time Tracking

Track time per task and per staff with individual timers.

Task Collaboration

Add followers to tasks without giving full project access.

Lead Management

Auto-import leads, manage stages, notes, and proposals.

Smart Proposals

Create beautiful proposals that help close deals faster.

Expense Tracking

Track expenses and convert them directly into invoices.

Customer Insights

Understand customer behavior with powerful CRM tools.

Surveys & Retention

Improve loyalty using built-in customizable surveys.

Goal Management

Track sales goals and stay focused on growth.

Communication

Share announcements with teams and customers.

Contracts

Secure future sales with contract management tools.

Custom Fields

Store extra data for customers, leads, and projects.

Online Payments

Accept global payments via PayPal & Stripe.

Highly Configurable

Customize workflows and CRM behavior your way.

Brand Theming

Match the CRM look perfectly with your brand.

Media Management

Organize files with role-based folder access.

Personal Calendars

Individual calendar views based on staff permissions.

Essential Tools

Reports, follow-ups, notes, files & much more.

Advanced Business Solutions

A comprehensive ecosystem for Sales, Support, AI, and Operations.

🚀 Sales & Proposals

• Advanced Proposal Templates & Dynamic Quotes
• Electronic Signature Capture
• Opportunity Pipeline with Drag-and-Drop
• Sales Forecasting & Quota Tracking
• Territory & Commission Management

📜 Contract & Legal

• Contract Lifecycle Management (CLM)
• NDA & Retainer Agreement Tracking
• SLA Monitoring & Renewal Alerts
• Approval Workflows for Documents
• Legal & Sales Template Library

🤖 AI Intelligence

• AI Sentiment Analysis & Summarization
• AI-Driven Lead Qualification
• Automated Follow-up Sequences
• Smart Reply Suggestions for Support
• Predictive Revenue Forecasting

📊 Project Operations

• Gantt Charts & Milestone Tracking
• Resource Allocation & Utilization
• Risk Register & Issue Tracking
• Budgeting & Cost Control Tools
• Internal Chat & Discussion Threads

🎯 Customer Success

• Health Scoring & Risk Alerts
• Self-Service Client Portals
• NPS & CSAT Survey Campaigns
• Multi-channel Ticket Routing
• Knowledge Base & Canned Responses

💰 Finance & Assets

• Subscription & Recurring Billing
• Inventory & Barcode Handling
• Expense & Mileage Tracking
• Purchase Order & Supplier Mgmt
• Multi-currency Payment Processing

Plus: Webhooks, REST API, Single Sign-On (SSO), and 2FA Security.

🚀 Streamline Customer Relationships with AI CRM

An AI-powered CRM transforms the way businesses manage and nurture customer relationships by bringing intelligence, automation, and personalization into one unified system. Instead of manually tracking interactions and data, AI CRM automatically organizes customer information, monitors behavior, and delivers actionable insights in real time. It helps businesses understand their customers better by analyzing preferences, engagement patterns, and buying intent, allowing for more meaningful and personalized communication. From managing leads and tracking sales pipelines to automating follow-ups and customer support, everything becomes faster, smarter, and more efficient. With predictive capabilities, it can even suggest the next best action to improve conversions and retention. This not only enhances productivity but also ensures a seamless customer experience across every touchpoint, helping businesses build stronger relationships and drive long-term growth.

Key Benefits

Centralized Customer Data – All interactions and insights in one place

Automation & Efficiency – Reduces manual work and saves time

Personalized Engagement – Tailored communication for better relationships

Improved Retention & Sales – Stronger connections lead to higher conversions

AI-Powered Business Automation – Complete Feature List

1. AI Dashboard

Complete business overview dashboard
Total Leads
New Leads
Converted Leads
Lost Leads
Total Customers
Total Contacts
Open Projects
Pending Tasks
Upcoming Activities
Invoices & Payments Overview
Estimates Overview
Proposals Overview
Contracts Overview
Expenses Overview
Sales Pipeline Overview
Staff Performance Overview
Monthly Revenue Reports
Lead Conversion Reports
Customer Activity Reports
Quick Action Shortcuts
Customizable Dashboard Widgets

2. Lead Management

Unlimited Lead Management
Add, Edit & Delete Leads
Lead Import via Excel/CSV
Bulk Lead Import
Bulk Lead Update
Lead Export
Lead Status Management
Lead Source Management
Lead Assignment
Automatic Lead Assignment
Multiple Sales Agents
Lead Follow-Up Management
Lead Notes
Lead Attachments
Lead Activity History
Lead Communication History
Lead Reminders
Lead Tags
Lead Custom Fields
Lead Filtering
Advanced Lead Search
Duplicate Lead Detection
Lead Conversion to Customer
Lead Lost/Won Management
Lead Pipeline Management

3. Customer & Contact Management

Unlimited Customers
Customer Profiles
Multiple Contacts per Customer
Customer Groups
Customer Categories
Customer Tags
Customer Notes
Customer Documents
Customer Communication History
Customer Activity Timeline
Customer Custom Fields
Customer Billing Information
Customer Shipping Information
Customer Contacts
Customer Login Portal
Customer Password Management
Customer Follow-Up
Customer Transaction History
Customer Project History
Customer Invoice History
Customer Payment History

4. Sales Pipeline Management

Visual Sales Pipeline
Drag & Drop Pipeline
Multiple Pipelines
Custom Pipeline Stages
Lead Stage Management
Deal Management
Deal Value Tracking
Expected Closing Date
Sales Probability
Sales Agent Assignment
Pipeline Filters
Pipeline Reports
Sales Forecasting
Won/Lost Deal Tracking
Sales Activity Tracking
Follow-Up Scheduling

5. Advanced Lead Manager

Advanced Lead Management
Lead Filtering
Lead Sorting
Bulk Lead Actions
Lead Assignment
Lead Reassignment
Lead Status Management
Lead Source Management
Lead Category Management
Lead Tags
Lead Notes
Lead Follow-Up
Lead Reminder
Lead Activity Tracking
Lead Import
Lead Export
Duplicate Lead Management
Lead Conversion
Lead Pipeline
Custom Lead Fields
Advanced Lead Search

6. Flexible Lead Scoring & Lead Rating

Automatic Lead Scoring
Manual Lead Scoring
Lead Rating
Hot Lead Identification
Warm Lead Identification
Cold Lead Identification
Custom Scoring Rules
Score Based on Lead Source
Score Based on Customer Activity
Score Based on Follow-Up
Score Based on Form Submission
Score Based on Website Activity
Score Based on Communication
Score Based on Deal Value
Priority Lead Identification
Sales Team Lead Prioritization
Lead Score History
Custom Lead Rating System

7. Sales Agent Management

Sales Agent Accounts
Sales Agent Dashboard
Lead Assignment to Sales Agents
Automatic Lead Distribution
Sales Agent Performance Tracking
Sales Target Management
Sales Activity Tracking
Follow-Up Tracking
Deal Tracking
Conversion Tracking
Agent-Wise Revenue Reports
Agent-Wise Lead Reports
Agent-Wise Conversion Reports
Agent-Wise Sales Pipeline
Agent Activity History
Staff Permissions
Role-Based Access
Sales Team Management

8. Facebook Lead Synchronization

Facebook Lead Form Integration
Automatic Lead Synchronization
Lead Form Connection
Multiple Facebook Pages
Multiple Lead Forms
Automatic Lead Creation
Lead Field Mapping
Custom Field Mapping
Lead Source Assignment
Automatic Sales Agent Assignment
Lead Status Assignment
Duplicate Lead Management
Real-Time Lead Synchronization
Lead Sync History
Failed Sync Monitoring

9. WhatsApp Chat & Communication Module

WhatsApp Chat Interface
One-to-One Customer Chat
Staff-Based Chat Management
Customer Conversation History
Incoming Message Management
Outgoing Message Management
Media Message Support
Document Sharing
Image Sharing
Video Sharing
Audio Sharing
Contact Sharing
Message Search
Conversation Search
Chat Assignment
Staff Chat Assignment
Customer Chat History
Chat Notifications
Message Templates
Automated Replies
Follow-Up Messages
Bulk Communication Support
WhatsApp-Based Lead Communication

10. WhatsApp Follow-Up Automation

Automated Follow-Up
Scheduled Follow-Up Messages
Multiple Follow-Up Sequences
Lead-Based Follow-Up
Customer-Based Follow-Up
Sales Pipeline Follow-Up
Automatic Follow-Up Scheduling
Follow-Up Delay Settings
Follow-Up Status Tracking
Follow-Up History
Follow-Up Stop Conditions
Personalized Messages
Automated Reminder Messages
Follow-Up Campaign Management

11. Official WhatsApp API Integration

Official WhatsApp Business API Integration
API Connection Management
Multiple Number Support
Message Template Management
Template Synchronization
Template-Based Messaging
Incoming Message Webhooks
Outgoing Message Processing
Delivery Status Tracking
Read Status Tracking
Failed Message Tracking
Media Message Support
Customer Conversation Management
Automated Notifications
Transactional Messaging
Lead Notifications
Customer Notifications
Follow-Up Automation
CRM-Based WhatsApp Communication

12. WhatsApp Chatbot & AI Assistant

WhatsApp Chatbot
Automated Customer Replies
AI-Powered Conversations
ChatGPT-Powered Responses
Lead Capture Through Chat
Customer Information Collection
Automated FAQ Responses
Product Information Responses
Service Information Responses
Lead Qualification
Automated Lead Creation
Automated Lead Assignment
Conversation-Based Lead Scoring
Custom Bot Instructions
Multiple Chatbot Flows
Keyword-Based Automation
Welcome Messages
Away Messages
Automated Follow-Ups
Human Agent Handover
Chat History
AI Conversation History
Customer Data Collection
CRM Integration

13. Webhook Integration Module

Webhook Management
Create Multiple Webhooks
Incoming Webhooks
Outgoing Webhooks
API Event Integration
Lead Creation Webhook
Lead Update Webhook
Customer Creation Webhook
Customer Update Webhook
Message Event Webhook
WhatsApp Message Webhook
Delivery Status Webhook
Payment Event Webhook
Custom Event Webhooks
Webhook URL Management
HTTP Method Configuration
Header Configuration
Authentication Support
Webhook Logs
Webhook Response Monitoring
Failed Webhook Monitoring
Retry Management
Third-Party API Connectivity
Automation Platform Integration

Supported Communication Integrations

Official WhatsApp API Integration
Unofficial WhatsApp API Integration
CRM-to-WhatsApp Automation
WhatsApp-to-CRM Automation
Incoming Message Synchronization
Outgoing Message Synchronization

14. Mail Flow / Email Automation

Email Campaign Management
Automated Email Sending
Email Follow-Up
Scheduled Emails
Email Sequences
Drip Email Campaigns
Lead-Based Email Automation
Customer-Based Email Automation
Email Templates
Personalized Email Content
Email Scheduling
SMTP Configuration
Multiple Email Accounts
Email Tracking
Email Open Tracking
Email Click Tracking
Email Delivery Tracking
Email Failure Tracking
Email Activity History
Automated Notifications
Follow-Up Email Automation
Bulk Email Support
Email Campaign Reports

15. Tasks & Project Management

Task Management
Create Tasks
Assign Tasks
Task Priorities
Task Status
Task Due Dates
Task Reminders
Recurring Tasks
Task Checklists
Task Comments
Task Attachments
Task Followers
Project Management
Unlimited Projects
Project Milestones
Project Tasks
Project Discussions
Project Files
Project Time Tracking
Project Billing
Project Activity History
Customer Project Portal

16. Estimates

Create Estimates
Send Estimates
Estimate Templates
Estimate Numbering
Estimate Status
Estimate Expiry Date
Estimate Approval
Estimate Rejection
Convert Estimate to Invoice
Convert Estimate to Proposal
Customer Estimate History
PDF Estimate Generation
Email Estimate
Custom Fields
Tax Management
Discount Management

17. Invoicing

Create Invoices
Recurring Invoices
Invoice Templates
Invoice Numbering
Invoice Status
Invoice Due Dates
Partial Payments
Multiple Payments
Invoice Reminders
Automatic Payment Notifications
Tax Management
Discounts
Shipping Charges
Custom Invoice Fields
Invoice PDF
Email Invoice
Customer Invoice Portal
Invoice Payment History
Outstanding Invoice Reports
Revenue Reports

18. Payment Management

Payment Recording
Online Payment Integration
Multiple Payment Methods
Payment Tracking
Partial Payment
Payment Confirmation
Payment History
Customer Payment History
Invoice Payment Linking
Payment Notifications
Transaction Records
Payment Reports
Outstanding Payment Reports

19. Proposals

Create Proposals
Proposal Templates
Proposal Numbering
Proposal Status
Proposal Expiry
Proposal Approval
Proposal Rejection
Proposal Tracking
PDF Proposal
Email Proposal
Customer Proposal Portal
Convert Proposal to Customer
Proposal Activity History

20. Contracts

Contract Management
Create Contracts
Contract Templates
Contract Start Date
Contract End Date
Contract Value
Contract Status
Contract Expiry Notifications
Contract Renewal Tracking
Customer Contracts
Contract Documents
Contract Notes
Contract Activity History
PDF Contract
Customer Contract Portal

21. Expenses

Expense Management
Add Expenses
Expense Categories
Expense Tracking
Expense Receipts
Expense Attachments
Customer-Related Expenses
Project-Related Expenses
Recurring Expenses
Expense Reports
Staff Expense Management
Monthly Expense Reports
Taxable Expenses

22. Time Tracking

Employee Time Tracking
Project Time Tracking
Task Time Tracking
Manual Time Entries
Timer-Based Tracking
Billable Hours
Non-Billable Hours
Timesheets
Staff Timesheets
Project Timesheets
Time Reports
Invoiceable Time

23. Staff & Employee Management

Staff Accounts
Employee Profiles
Departments
Roles & Permissions
Custom Permissions
Admin Access
Staff Access
Sales Agent Access
Customer Access
Login Management
Activity Tracking
Staff Notifications
Staff Announcements
Staff Dashboard
Employee Task Management
Employee Time Tracking

24. Notifications & Reminders

Email Notifications
System Notifications
Task Reminders
Lead Follow-Up Reminders
Invoice Reminders
Payment Notifications
Contract Expiry Notifications
Estimate Notifications
Proposal Notifications
Customer Notifications
Staff Notifications
Custom Notification Settings

25. Calendar & Scheduling

Calendar Management
Lead Follow-Up Calendar
Customer Meetings
Task Calendar
Project Calendar
Staff Calendar
Events
Reminders
Recurring Events
Meeting Scheduling
Activity Scheduling

26. Customer Portal

Customer Login
Customer Dashboard
Customer Profile
Projects
Tasks
Invoices
Payments
Estimates
Proposals
Contracts
Support Requests
Files & Documents
Communication History
Account Information

27. Support & Ticket Management

Customer Support Tickets
Ticket Creation
Ticket Assignment
Ticket Status
Ticket Priority
Ticket Categories
Staff Assignment
Ticket Replies
Ticket Attachments
Customer Ticket Portal
Ticket Notifications
Ticket History
Support Reports

28. Knowledge Base

Knowledge Base Articles
Categories
Subcategories
Public Articles
Private Articles
Customer Help Center
Searchable Articles
FAQ Management
Article Management
Knowledge Base Permissions

29. Reports & Analytics

Sales Reports
Lead Reports
Lead Conversion Reports
Customer Reports
Revenue Reports
Invoice Reports
Payment Reports
Expense Reports
Staff Performance Reports
Sales Agent Reports
Pipeline Reports
Project Reports
Task Reports
Time Tracking Reports
Proposal Reports
Estimate Reports
Contract Reports
Email Reports
Follow-Up Reports
WhatsApp Communication Reports
Chatbot Reports
Activity Reports
Custom Reporting

30. Custom Fields & Customization

Custom Lead Fields
Custom Customer Fields
Custom Contact Fields
Custom Invoice Fields
Custom Estimate Fields
Custom Proposal Fields
Custom Contract Fields
Custom Task Fields
Custom Project Fields
Custom Forms
Custom Statuses
Custom Categories
Custom Tags
Custom Pipeline Stages
Custom Email Templates
Custom Notifications

31. Automation & Workflow

Automated Lead Assignment
Automated Lead Status Updates
Automated Follow-Ups
Automated Email
Automated WhatsApp Messages
Automated Customer Notifications
Automated Task Creation
Automated Reminders
Pipeline Automation
Lead Scoring Automation
Webhook Automation
API-Based Automation
Event-Based Automation
CRM Workflow Automation

32. API & Developer Integration

REST API
API Authentication
API-Based Lead Creation
API-Based Customer Creation
API-Based Contact Management
API-Based Task Management
API-Based Invoice Management
API-Based Communication
Webhook Integration
External Application Integration
Custom API Integration
Automation Platform Integration

33. Security & Access Control

Role-Based Permissions
Staff Permissions
Customer Permissions
Module-Level Permissions
Data Access Control
Login Security
Session Management
Activity Logs
User Activity Tracking
Admin Controls
File Access Control
Customer Data Protection

34. File & Document Management

File Upload
Document Management
Customer Documents
Lead Documents
Project Documents
Contract Documents
Invoice Attachments
Estimate Attachments
Proposal Attachments
Task Attachments
File Categories
File Sharing
Secure File Access

35. Mobile-Friendly CRM

Responsive CRM Interface
Mobile Browser Support
Mobile-Friendly Dashboard
Mobile Lead Management
Mobile Customer Management
Mobile Task Management
Mobile Communication
Mobile Sales Pipeline
Mobile Notifications
Mobile Reports

36. Complete Communication Automation Suite

Channels & Integrations

Official WhatsApp API
Unofficial WhatsApp API
Email
Webhooks
Facebook Lead Forms
AI Chatbot
CRM API
Custom API Integrations

Communication Automation

Automated Lead Response
Automated Follow-Up
Sales Follow-Up
Customer Follow-Up
Email Follow-Up
WhatsApp Follow-Up
AI-Based Customer Replies
Lead Qualification
Lead Assignment
Lead Scoring
Sales Notifications
Customer Notifications

37. AI-Powered CRM Features

AI Customer Conversations
AI Lead Qualification
AI Lead Scoring
AI Sales Assistance
AI Follow-Up Assistance
AI Response Generation
AI Chatbot
AI FAQ Assistant
AI-Powered Customer Support
AI-Based Lead Prioritization
AI Communication Automation
AI Sales Pipeline Assistance
AI-Powered Business Automation

Complete Auomation Package

This software can be positioned as an All-in-One AI Business Automation Platform containing:

CRM Dashboard
Lead Management
Customer Management
Contact Management
Sales Pipeline
Sales Agent Management
Advanced Lead Manager
Lead Scoring & Lead Rating
Facebook Lead Synchronization
WhatsApp Chat & Communication
WhatsApp Follow-Up Automation
Official WhatsApp API Integration
Unofficial WhatsApp API Integration
WhatsApp Chatbot
AI Chatbot
Webhook Integration
Mail Flow & Email Automation
Task Management
Project Management
Estimates
Invoices
Payments
Proposals
Contracts
Expenses
Time Tracking
Staff Management
Calendar & Scheduling
Notifications & Reminders
Customer Portal
Support Tickets
Knowledge Base
Reports & Analytics
Custom Fields
Workflow Automation
API Integration
Security & Permissions
File & Document Management
Mobile-Friendly CRM
AI Business Automation

Premium Add-On Modules & Advanced CRM Features

AI Tele Calling & Voice Agent Module

AI Voice Calling
AI Sales Calling
AI Lead Follow-Up Calls
Automated Outbound Calls
AI-Based Lead Qualification
AI Appointment Booking
AI Customer Follow-Up
AI Voice Agent
Automated Call Campaigns
Call Scheduling
Call Retry Management
Call Status Tracking
Call Duration Tracking
Call History
Call Recording
Call Transcription
AI Call Summary
AI Conversation Analysis
Call Outcome Tracking
Interested / Not Interested Classification
Automatic Lead Status Update
Automatic Follow-Up After Call
Call Activity Timeline
Agent Call Reports
Call Performance Dashboard

Advanced Calling & Softphone Module

CRM-Based Softphone
Browser Calling
Incoming Calls
Outgoing Calls
Click-to-Call
Call from Lead Profile
Call from Customer Profile
Call from Contact List
Call History
Incoming Call Logs
Outgoing Call Logs
Call Duration
Missed Call Notifications
Busy Call Notifications
No-Answer Notifications
Call Notes
Call Remarks
Call Recording
Call Activity Timeline
Staff Call Permissions
Sales Agent Call Management
Individual Staff Calling
Call-Based Lead Activity

Advanced CRM calling modules commonly combine softphone functionality, call logs, recordings, staff permissions, call notifications and communication history.

SMS Marketing & Automation Module

SMS Sending
Bulk SMS
Individual SMS
Two-Way SMS
Automated SMS
Scheduled SMS
SMS Campaigns
SMS Follow-Up
Lead-Based SMS
Customer-Based SMS
Sales Pipeline SMS
SMS Templates
Personalized SMS
SMS Delivery Tracking
Failed SMS Tracking
Incoming SMS
Outgoing SMS
SMS Conversation History
SMS Activity Logs
SMS Campaign Reports
Automatic SMS Notifications

Omnichannel Communication Inbox

Manage multiple communication channels from one CRM inbox.

Channels

WhatsApp
Facebook Messenger
Instagram Messages
Telegram
SMS
Email
Website Chat

Features

Unified Inbox
Conversation Assignment
Staff Chat Assignment
Conversation Search
Customer Identification
Lead Identification
Conversation History
Unread Message Management
Internal Staff Notes
Chat Tags
Conversation Status
Automatic Lead Creation
Channel-Based Lead Source
Conversation Activity Logs
Customer Communication Timeline

Modern CRM add-ons are increasingly combining WhatsApp, Messenger, Instagram, Telegram and website chat into a single inbox with CRM-linked conversations.

Advanced WhatsApp Flow Builder

Create interactive customer journeys directly inside WhatsApp.

Drag-and-Drop Flow Builder
Multi-Step Conversation Flows
Interactive Buttons
List Menus
Customer Information Collection
Lead Capture Forms
Appointment Forms
Feedback Forms
Survey Forms
Product Inquiry Forms
Conditional Logic
Automated Replies
Automatic Lead Creation
Automatic Lead Assignment
Automatic CRM Field Update
Webhook Trigger
Flow Submission History
Flow Analytics
Dynamic Variables
Personalized Responses
Flow-Based Automation

Interactive WhatsApp flows can be used for lead capture, surveys, appointment requests, feedback and data collection without sending users to an external form.

WhatsApp Marketing Campaign Module

WhatsApp Campaigns
Contact-Based Campaigns
Lead-Based Campaigns
Customer Campaigns
Template Campaigns
Scheduled Campaigns
Personalized Campaigns
Campaign Variables
Media Campaigns
Image Messages
Video Messages
Document Messages
Campaign Scheduling
Campaign Status
Delivery Tracking
Read Tracking
Failed Message Tracking
Campaign Reports
Response Tracking
Click Tracking
Campaign History

WhatsApp Template Manager

Template Management
Template Categories
Template Synchronization
Template Status
Approved Template Management
Rejected Template Tracking
Template Variables
Dynamic Customer Fields
Header Configuration
Body Configuration
Footer Configuration
Interactive Buttons
Template Preview
Template Search
Template Filtering
Campaign Template Selection

Official API-focused CRM modules commonly include template management, campaigns, real-time chat, media messages, status tracking and multiple-number support.

WhatsApp AI Conversation Assistant

AI-Powered WhatsApp Replies
AI Reply Suggestions
Automatic Customer Responses
AI Lead Qualification
AI Lead Classification
AI Conversation Summary
AI Customer Intent Detection
AI FAQ Responses
AI Product Information
AI Sales Assistance
AI Follow-Up Suggestions
AI Message Generation
Human Agent Handover
AI Conversation History
Custom AI Instructions

Advanced Lead Communication Manager

Email Communication
SMS Communication
WhatsApp Communication
Voice Calling
AI Calling
Video Meeting
Communication Timeline
Incoming Communication
Outgoing Communication
Call Logs
SMS Logs
Email Logs
WhatsApp Logs
Meeting History
Communication Notes
Follow-Up History
Staff Communication History
Lead Communication Dashboard

Video Meeting & Online Appointment Module

Online Meeting Scheduling
Video Meetings
Audio Meetings
Appointment Scheduling
Staff Availability
Customer Availability
Meeting Calendar
Meeting Invitations
Meeting Reminders
Email Meeting Notifications
WhatsApp Meeting Notifications
Meeting Links
Meeting History
Appointment Status
Meeting Notes
Meeting Recordings
Follow-Up After Meeting

Advanced Lead Follow-Up Manager

Follow-Up Sequences
Multi-Step Follow-Up
Email Follow-Up
WhatsApp Follow-Up
SMS Follow-Up
Call Follow-Up
AI Call Follow-Up
Scheduled Follow-Ups
Automatic Follow-Ups
Follow-Up Conditions
Follow-Up Delays
Follow-Up Stop Conditions
Follow-Up Templates
Personalized Follow-Ups
Follow-Up History
Missed Follow-Up Alerts
Follow-Up Dashboard
Staff Follow-Up Reports

Advanced Lead Remarks & Activity Module

Lead Remarks
Follow-Up Remarks
Call Remarks
Meeting Remarks
Sales Notes
Internal Notes
Customer Notes
Activity Timeline
Staff Activity
Communication Activity
Lead Status History
Lead Assignment History
Lead Ownership History
Remark Search
Remark History
Activity Export

Lead Duplicate Detection & Data Cleaning

Duplicate Lead Detection
Duplicate Customer Detection
Duplicate Contact Detection
Phone Number Matching
Email Matching
Name Matching
Duplicate Merge
Bulk Duplicate Detection
Data Cleaning
Invalid Data Detection
Missing Data Identification
Lead Data Validation
Customer Data Validation
Duplicate Reports

Advanced Lead Distribution Engine

Automatically distribute leads to the right sales team member.

Round-Robin Lead Assignment
Agent-Based Assignment
Location-Based Assignment
Product-Based Assignment
Lead Source-Based Assignment
Team-Based Assignment
Working-Hour Assignment
Availability-Based Assignment
Lead Capacity Management
Automatic Reassignment
Backup Agent Assignment
Lead Distribution Rules
Assignment History
Assignment Reports

Advanced Sales Commission Module

Sales Commission Rules
Agent Commission
Team Commission
Product-Based Commission
Deal-Based Commission
Revenue-Based Commission
Percentage Commission
Fixed Commission
Monthly Commission
Quarterly Commission
Annual Commission
Commission Calculation
Commission Reports
Agent Performance
Sales Ranking
Target vs Achievement

Sales Target & Performance Module

Sales Targets
Individual Targets
Team Targets
Monthly Targets
Quarterly Targets
Annual Targets
Revenue Targets
Lead Conversion Targets
Call Targets
Follow-Up Targets
Appointment Targets
Target Achievement
Performance Dashboard
Agent Ranking
Sales Leaderboard
Target Reports

Google Lead & Business Data Integration

Google Lead Data Integration
Lead Search
Business Data Collection
Lead Import
Contact Information Collection
Business Name
Business Category
Website
Phone Number
Location
Email Data Where Available
Bulk Lead Collection
Lead Export
CRM Lead Import
Duplicate Detection
Lead Source Tracking

Advanced Email Inbox

Send Email
Receive Email
Two-Way Email
CRM Email Inbox
Lead Email History
Customer Email History
Staff Email Accounts
SMTP Configuration
IMAP Configuration
Email Attachments
Email Search
Email Threads
Email Templates
Email Signatures
Email Notifications
Email Activity Timeline

Advanced Email-to-CRM Automation

Automatically convert incoming emails into CRM activities.

Email-to-Lead
Email-to-Customer
Email-to-Ticket
Automatic Lead Creation
Automatic Customer Matching
Email Thread Tracking
Automatic Assignment
Email-Based Follow-Up
Email Attachments
Email Activity Logging
Email Notifications
Email Rules
Keyword-Based Automation

Customer Feedback & Review Module

Customer Feedback Forms
Customer Satisfaction Surveys
Rating System
NPS Surveys
Customer Reviews
Feedback Collection
Automated Feedback Requests
Post-Sale Feedback
Post-Support Feedback
Feedback Reports
Customer Satisfaction Dashboard
Negative Feedback Alerts
Follow-Up on Negative Feedback

Advanced Form & Lead Capture Module

Drag-and-Drop Form Builder
Website Lead Forms
Contact Forms
Inquiry Forms
Registration Forms
Appointment Forms
Survey Forms
Feedback Forms
Conditional Fields
Custom Fields
Required Fields
Automatic Lead Creation
Automatic Lead Assignment
Automatic Notifications
WhatsApp Notification
Email Notification
Webhook Trigger
Form Analytics
Submission History
CSV Export

Advanced Document Management

Document Categories
Customer Documents
Lead Documents
Staff Documents
Project Documents
Contract Documents
Secure File Sharing
Document Expiry
Document Versioning
Document Approval
Document Comments
Document Search
Document Download History
Document Activity Logs

E-Signature & Digital Approval Module

Digital Document Approval
Electronic Signatures
Customer Signature
Staff Signature
Signature Requests
Signature Status
Approval Workflow
Document Tracking
Signed Document Storage
Signature History
Automatic Notifications
Email Signature Requests
WhatsApp Signature Notifications

Advanced Product & Service Management

Product Management
Service Management
Product Categories
Product Pricing
Service Pricing
Product Description
Product Images
Product Codes
Stock Information
Product Tax
Product Discount
Product-Based Quotes
Product-Based Invoices
Product-Based Sales Reports
Product Sales Tracking

Inventory Management Module

Inventory Management
Stock Management
Stock In
Stock Out
Stock Adjustment
Product Stock Levels
Low Stock Alerts
Warehouse Management
Stock History
Inventory Reports
Product Movement
Purchase Tracking
Sales-Based Stock Reduction
Inventory Notifications

Purchase & Vendor Management

Vendor Management
Supplier Management
Purchase Orders
Purchase Tracking
Vendor Contacts
Vendor Invoices
Vendor Payments
Purchase Items
Purchase History
Vendor Documents
Vendor Reports
Outstanding Vendor Payments

Advanced Expense & Financial Dashboard

Revenue Dashboard
Expense Dashboard
Profit Overview
Payment Overview
Outstanding Payments
Invoice Aging
Expense Categories
Monthly Financial Reports
Yearly Financial Reports
Customer Revenue
Product Revenue
Sales Agent Revenue
Financial Charts
Exportable Reports

Advanced Reporting & Analytics

Custom Report Builder
Drag-and-Drop Reports
Lead Reports
Sales Reports
Customer Reports
Agent Reports
Call Reports
WhatsApp Reports
SMS Reports
Email Reports
Campaign Reports
Follow-Up Reports
Revenue Reports
Conversion Reports
Pipeline Reports
Activity Reports
Performance Reports
Custom Filters
Scheduled Reports
PDF Export
Excel/CSV Export

Two-Factor Authentication & Advanced Security

Two-Factor Authentication
OTP Login
Email OTP
SMS OTP
Authenticator App
Login Activity
Failed Login Tracking
Session Management
Password Policies
IP Restrictions
Staff Security
Admin Security
Security Notifications
Login History
Device Activity Tracking

Multi-channel two-factor authentication is also available as a specialized CRM add-on category in the current marketplace.

Advanced REST API Module

API Keys
API Authentication
Lead API
Customer API
Contact API
Staff API
Task API
Project API
Invoice API
Payment API
Product API
Communication API
WhatsApp API
Webhook API
API Logs
API Access Control
API Documentation
External Software Integration

Advanced Webhook Automation

Incoming Webhooks
Outgoing Webhooks
Lead Webhooks
Customer Webhooks
Invoice Webhooks
Payment Webhooks
WhatsApp Webhooks
Call Webhooks
Form Webhooks
Subscription Event Webhooks
Custom Events
Webhook Authentication
Custom Headers
Webhook Logs
Failed Webhook Logs
Automatic Retry
External Automation Integration

Advanced Workflow Automation

Workflow Builder
Trigger-Based Automation
Conditional Automation
Multi-Step Automation
Lead Automation
Customer Automation
Sales Automation
Task Automation
Email Automation
WhatsApp Automation
SMS Automation
Call Automation
Notification Automation
Automatic Assignment
Automatic Status Update
Automatic Task Creation
Automatic Follow-Up
Automatic Lead Scoring
Webhook Trigger
API Trigger

CRM Mobile Application

Android App
iOS App
Mobile Dashboard
Mobile Leads
Mobile Customers
Mobile Contacts
Mobile Sales Pipeline
Mobile Tasks
Mobile Projects
Mobile Invoices
Mobile Communication
Mobile WhatsApp
Mobile Notifications
Mobile Calling
Mobile Reports
Mobile Activity History

Advanced Customer Support & Ticket Automation

Automated Ticket Assignment
Ticket Priority
Ticket Categories
SLA Management
Ticket Escalation
Automatic Ticket Notifications
Email-to-Ticket
WhatsApp-to-Ticket
Customer Portal Tickets
Ticket Templates
Internal Ticket Notes
Ticket Attachments
Ticket History
Support Reports
Agent Performance
Response Time Reports

Customer Onboarding Module

Customer Onboarding Checklist
Automated Welcome Process
Customer Information Collection
Document Collection
Task Assignment
Onboarding Stages
Onboarding Progress
Automated Reminders
Staff Assignment
Customer Notifications
Onboarding Activity History
Completion Tracking

Advanced Notification Automation

Email Notifications
SMS Notifications
WhatsApp Notifications
Browser Notifications
Lead Notifications
Sales Notifications
Payment Notifications
Invoice Notifications
Task Notifications
Appointment Notifications
Follow-Up Notifications
Call Notifications
Contract Notifications
Custom Notification Rules
Trigger-Based Notifications

Advanced Backup & Restore

Automatic Database Backup
Scheduled Backup
Manual Backup
File Backup
Database Backup
Backup History
Backup Download
Restore Backup
Backup Notifications
Backup Retention
Automated Backup Schedule

Custom Development & Enterprise Integration

For businesses requiring specialized functionality.

Custom CRM Modules
Custom Dashboard
Custom Workflow
Custom Reports
Custom API
Custom Database Integration
Custom Payment Gateway
Custom WhatsApp Integration
Custom Email Integration
Custom SMS Integration
Custom Calling Integration
Custom AI Integration
Custom Website Integration
Custom Mobile Application
Third-Party Software Integration
Custom Business Logic
Custom Automation
Custom Fields
Custom Notifications

Recommended Premium Add-On Categories

AI & Automation

AI Tele Calling
AI Sales Assistant
AI Customer Support
AI Lead Qualification
AI Lead Scoring
AI Conversation Analysis
AI WhatsApp Assistant
AI Email Assistant
Workflow Automation

Communication

Official WhatsApp API
WhatsApp Flow Builder
WhatsApp Marketing
WhatsApp AI
SMS Marketing
Email Inbox
Email Automation
Omnichannel Inbox
Softphone
Video Meetings

Sales

Advanced Lead Manager
Lead Distribution
Sales Commission
Sales Targets
Sales Performance
Advanced Follow-Up
Call Management
Appointment Booking

Marketing

WhatsApp Campaigns
SMS Campaigns
Email Campaigns
Lead Capture Forms
Google Lead Integration
Customer Feedback
Review Management

Business Operations

Inventory
Products & Services
Purchase Management
Vendor Management
Advanced Expenses
Financial Dashboard
Document Management
E-Signature

Enterprise & Integration

Advanced REST API
Webhook Automation
Custom Integrations
Advanced Security
Two-Factor Authentication
Mobile Application
Custom Development