Sales operating system
Dashboard
Lead Source Health
Channel-wise lead volume and CRM routing status.
Next Best Actions
| Lead | Source | Stage | Owner | Next Action | Value |
|---|
Quick Lead Capture
Select conversation
WhatsApp Cloud API inbox blueprint
Chat Rules
24-hour windowFree replies after customer message.
TemplatesRequired after 24 hours or for campaigns.
Opt-outStop/unsubscribe must be stored.
Integration Flow
1Connect official account/API.
2Receive webhook or scheduled sync.
3Dedupe by phone, email, social ID.
4Assign by branch, product, city, source.
5Create task and audit log.
Custom Role Tree
Reporting structure and data permissions for CRM users.
Add Role
Create User
Change Password
Users
| Name | Role | Status |
|---|