User Management
Company Owner Registration: Owners register their company and set up initial configurations.
Employee Accounts: Create and manage employee accounts with role-based permissions.
Lead Management
Lead Capture: Capture leads from various sources (website forms, manual entry, integrations).
Lead Assignment: Automatically or manually assign leads to employees.
Lead Status Tracking: Track lead statuses (new, contacted, deals) .
Appointment Scheduling
Calendar Integration: Sync with our Calendar.
Contact Management
Contact Database: Centralized storage for contact details.
Deal Management
Deal Value and Forecasting: Enter deal values and generate sales forecasts.