Workflow automation, SLA enforcement, and AI-assisted forecasting.

Build no-code workflows that trigger on CRM events — a new lead, a status change, an SLA breach, an inbound WhatsApp message — and chain conditions, delays, and actions like sending a message or reassigning an owner.

Every lead carries a status-driven score, and new leads route automatically using round robin, load balancing, or rules based on source, campaign, or location.

First-response and follow-up deadlines are tracked per lead source. A breach escalates to a manager automatically instead of waiting to be noticed.

Alongside your team's Pipeline, Best Case, and Commit numbers, an independent AI-predicted close value flags at-risk deals so managers can look at them before they slip.

Referral partners get their own portal to submit and track referred leads, plus a read-only dashboard of partner-sourced volume and conversion.

Configurable phone/email/name matching can flag, block, or auto-merge duplicate leads, with a dedicated review queue to confirm matches or unmerge a bad one.

File and track support tickets directly from account settings, with chat-style replies and file attachments, instead of an external email thread.

An SLA breach and a manual status change landing in the same minute could fire the same automation twice. Only the first trigger now runs it.