CRM, business automation, Sophia AI, WhatsApp workflows, mobile sales activity and reporting—designed to work together.
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Manage leads, customers, deals, tasks, notes, field visits and sales activity in one connected timeline. Assign ownership, set next steps and know what needs attention.
Ask Sophia to record new leads and sales, retrieve reports, update statuses and follow up with agents. Every supported action stays connected to the right business record.
Sophia helps agents capture work, summarise activity, identify follow-up gaps and act on the next priority. Managers can ask for reports and initiate supported agent follow-ups.
Support GPS check-ins, approved route and distance reporting, business call and SMS activity, customer updates and field sales records—with device permissions and organisation controls.