CRM for IT services / Agency

Run your it services / agency business from one screen

Software, web and app development, digital marketing agencies: leads, proposals, deals. Leads, calls, WhatsApp, follow-ups and reports — set up in your own words from day one.

Speaks your language
Order → DealProduct → ServiceCustomer → ClientTelecaller → BDE

Leads from every channel

Website forms, Facebook / Instagram ads, WhatsApp, IndiaMART, Excel import and walk-ins land in one list, de-duplicated and auto-assigned.

Click-to-call and follow-ups

Call clients from the CRM, log the outcome in one click and never miss a follow-up — reminders come to the bde's screen.

WhatsApp built in

Shared WhatsApp inbox, approved templates and broadcast campaigns on your own business number.

Deals and invoices

Book deals with GST invoices, discounts with approval, payment links and refunds.

Targets, incentives and reports

Team targets, payouts, call QA and ready-made reports for owners and managers.

Ready on day one

Website DevelopmentMobile AppCustom SoftwareSEOSocial Media MarketingPerformance AdsCloud / DevOpsIT Support / AMCStaffingLinkedInClutch / UpworkCold Email

Lead fields: Company name · Service needed · Budget · Timeline · Decision maker · Proposal sent on

Try it with sample data in 2 minutes

Free trial, no card. Load example leads and bookings, then remove them when you go live.

Start free trial

Lead Box for other businesses