One platform. Every stage of the customer journey.
Capture, converse, convert, collect and keep — on a single data model.
- Inbox: Writes every WhatsApp and web chat to the contact; reads tags and owner to route it.
- Pipelines: Creates deals on the contact with value and stage; stage changes trigger workflows.
- Workflows: Reads any field or tag to decide; writes tags, owners, lead quality and messages back.
- Forms: Creates or updates the contact on submit and records which form it came from.
- Sites: Pages capture leads through forms and chat; visits feed the timeline.
- Calendar: Bookings, show-ups and no-shows land on the contact and can trigger reminders.
- Email: Reads segments to send campaigns; writes opens and clicks back to the timeline.
- Revenue: Payments recorded against the contact’s deals roll up into income and profit.
- Courses: Grants access by contact; progress, certificates and community activity sync back.
Hover or tab through a module to see what it reads from and writes to the contact.
The five stages, one system
Each stage hands the same contact to the next — no exports, no zaps.
Stage 1 · Capture
Every lead lands in one place
Forms, pages, chat and ad forms all create the same contact record — tagged with where it came from.
- Forms
- Landing pages
- Chat widget
- Meta Lead Ads
- Google Sheets sync
- URL shortener & pixels
Stage 2 · Converse
Replies in seconds, not hours
One shared inbox for WhatsApp and web chat, with saved replies and an AI agent that takes the first message.
- Unified inbox
- WhatsApp Sender + Cloud API
- Quick replies
- AI bot
Stage 3 · Convert
Nothing slips between stages
Move deals across stages, book meetings without back-and-forth and never miss a follow-up.
- Pipelines
- Deals
- Follow-ups
- Calendar
- AI agents
Stage 4 · Collect
Know what you actually earned
Take payments through Razorpay, sell products with checkout pages and see profit — not just revenue.
- Payments
- Digital products
- Shop
- Revenue
- Expenses
Stage 5 · Keep
Customers who come back
Nurture with email, deliver courses and give members a community they return to.
- Courses
- Community
- Certificates
- Leaderboard
One contact, one timeline
Open any contact and see everything that happened, in order — from the first form to the latest payment. Toggle channels to focus; hover an event to see where it came from.
Rohan Kapoor
Lead · Hot · Owner: Neha
Submitted “Free consultation” form
Mon 9:02 AM
Source: sunriseclinic.in/consult · utm_source=instagram
Read welcome message
Mon 9:03 AM
Source: Workflow · Instant reply to new leads
Asked about pricing — answered by AI
Mon 9:04 AM
Source: AI agent · Clinic FAQ brain
Booked Tue 3:00 PM with Dr. Priya
Mon 9:06 AM
Source: Booking page /book/first-consult
Clicked “What to bring” email
Mon 6:30 PM
Source: Campaign · Pre-visit checklist
Paid ₹12,000 via Razorpay
Thu 11:15 AM
Source: Payment link on deal “Treatment plan”
Every module reads and writes the same record
That’s the difference between a platform and a bundle.
Layer 1
Channels
WhatsApp · Web chat · Forms · Email · Meta Lead Ads
Layer 2
Contact database
Contacts · Tags · Custom fields · Timeline
Layer 3
Automation engine
Triggers · Conditions · 26 actions
Layer 4
Analytics
Revenue · Delivery · Bookings · Courses
Building something custom? See API & developers
Everyone sees exactly what they should
Per-module permissions change what each person can open. Switch roles to see the sidebar change.
Owner: Sees everything, including revenue and settings.
Live in under an hour
Most teams move over in one sitting. Want us to do it with you? Book a paid 1-on-1 setup call.
- 1. Import 15 min
Upload a CSV or connect Google Sheets and map your fields.
- 2. Connect 10 min
Link WhatsApp, your website forms, Meta Lead Ads and Razorpay.
- 3. Automate 20 min
Turn on an instant-reply workflow and a booking reminder.
All of it, on every plan
See how the pieces fit for your team.
A 20-minute walkthrough built around your business.