All Features

Everything Your Sales Team Needs to Win

A complete platform to capture, track, nurture, and convert leads — built for teams that never settle for second place.

Module 01

Lead Management

Your entire lead database — organized, scored, and actionable. Never lose track of a single opportunity.

  • Rich lead profiles with photos, contact details, and history
  • Lead source tracking (Facebook, Google, WhatsApp, Referral, etc.)
  • Custom lead stages and statuses per project
  • AI-powered lead scoring (coming soon)
  • Budget and timeline tracking per lead
  • Notes, attachments, and activity timeline
  • Bulk import via CSV or API
🎯 Lead Management
👤
Rahul Sharma — Hot Lead
Facebook Ads • Budget: ₹45L • Score: 92
HOT
👤
Priya Patel — Warm Lead
Google Ads • Budget: ₹28L • Score: 74
WARM
👤
Amit Kumar — New Lead
WhatsApp • Budget: ₹32L • Score: 58
NEW
Today's Leads+12 new
72 of 100 daily target
Module 02

Follow-up Management

Eliminate missed follow-ups forever. Smart scheduling, automated reminders, and full history at your fingertips.

  • Schedule calls, emails, WhatsApp messages, and meetings
  • Automated follow-up sequences and drip campaigns
  • Daily task view with priority ordering
  • Full follow-up history per lead
  • Team-wide follow-up calendar
  • Missed follow-up alerts and escalations
🔔 Follow-up Manager
TODAY'S SCHEDULE — July 14
📞
Call — Rahul Sharma
10:30 AM • Site visit confirmation
Done
💬
WhatsApp — Priya Patel
12:00 PM • Send brochure + pricing
Pending
⚠️
Overdue — Amit Kumar
Yesterday 3:00 PM • Proposal follow-up
Overdue
8
Completed
5
Pending
2
Overdue
Module 03

WhatsApp Campaigns

Reach your leads where they are most active. Send bulk campaigns, track delivery, and automate follow-up messages via WhatsApp.

  • Bulk WhatsApp message campaigns to segmented lead lists
  • Message template library with personalization
  • Delivery and read receipt tracking
  • AI-powered message suggestions (coming soon)
  • Two-way WhatsApp conversation inbox
  • Automated follow-up sequences via WhatsApp
  • Campaign performance analytics
💬 WhatsApp Campaign
CAMPAIGN: JULY OFFER
Hi {name}, 👋 We have an exclusive offer for you this July! Book a site visit before July 20 and get special pricing. Tap to know more: [link]
✓✓ 287 Delivered 👁 194 Read 🔗 68 Clicked
92%
Delivery Rate
67%
Open Rate
24%
Click Rate
Module 04

Sales Pipeline

Visual Kanban board that gives your team absolute clarity on every deal. Custom stages, drag-and-drop, and real-time collaboration.

  • Drag-and-drop Kanban board with custom stages
  • Deal value and probability tracking per stage
  • Conversion rate analytics by stage
  • Lost deal tracking with reason capture
  • Revenue forecasting based on pipeline
  • Multiple pipelines per project
📊 Sales Pipeline
New
42 leads₹18.2L
Contacted
35 leads₹15.8L
Interested
24 leads₹11.2L
Site Visit
16 leads₹7.4L
Won
9 leads₹4.1L
Total Pipeline Value ₹56.7L
Module 05

Analytics & Reports

Deep, real-time insights that drive smarter decisions. Know what's working, fix what's not, and grow faster.

  • Lead conversion rate by source, stage, and salesperson
  • Team performance dashboards with daily/weekly/monthly views
  • Revenue forecasting and goal tracking
  • Source performance — Facebook vs Google vs WhatsApp
  • Follow-up effectiveness reports
  • Lost lead analysis with reason breakdown
  • Export reports to PDF or Excel
📈 Analytics
LEAD SOURCE PERFORMANCE
WhatsApp38%
Facebook Ads28%
Google Ads20%
Referral14%
36%
Conv. Rate
4.2d
Avg. Close
₹4.8L
Rev/Month
Everything Included

Every Feature, Every Plan

🎯
Lead Profiles
Rich profiles with full history and activity timeline.
📁
Project Management
Organize leads and assets by project or property.
📅
Event Scheduling
Schedule demos, site visits, and meetings with reminders.
👥
Team Assignment
Assign leads to team members with load balancing.
🔐
Roles & Permissions
Granular access control for every team member.
📧
Email Integration
Send and track emails directly from within Smart Sales.
🔔
Push Notifications
Real-time alerts for new leads, follow-ups, and events.
🌐
Multi-Company
Manage multiple companies from one Smart Sales account.
📱
Mobile App
Full CRM in your pocket for iOS and Android.
🔌
API Access
Integrate Smart Sales with your existing tools via API.
💳
Subscription Management
Manage plans, billing, and usage from one dashboard.
🤖
AI Features
AI Lead Scoring, AI Follow-up, AI WhatsApp — coming soon.
💬