Features

One platform. Every tool your customers will ever touch.

Every module a customer operation needs, sharing one database, one design language, one wallet, and one login.

Starter Templates

Ready-made pipelines, campaigns, SMS, forms, reports, dashboards and checklists so a new workspace works immediately.

Deep dive

A core set installs automatically - no blank screens on day one
Universal templates for any business, plus templates for your industry
"Start from a template" offered wherever you create something
Preview before installing; anything consequential arrives switched off

CRM & Customer 360

The operational heart: contacts, leads, deals, pipelines, and a tabbed Customer 360 workspace.

Deep dive

Custom pipelines with drag-and-drop kanban stages
Lead capture, qualification, and one-click conversion
Tasks, reminders, activities, and notes per record
Customer 360 profile with a unified timeline, identity, events and attributes
Polymorphic tags across contacts, leads, and deals

Sales & Product Catalog

From quote to cash: products, variants, sales orders, payments, and revenue analytics.

Product catalog with categories, variants, and pricing
Sales orders with line items, discounts, tax, and totals
One-click mark-paid and cancel flows
Revenue analytics by product, customer, and period
Top products and top customers, fed straight into the executive dashboard

Customer Data Platform

A true Customer 360 - every interaction unified into one profile and one timeline.

Deep dive

Automatic identity resolution across email and phone
Chronological timeline of events, activities, and tasks
Duplicate detection with side-by-side merge tooling
Workspace-wide event explorer for deep auditing

No-Code Customization Engine

Shape the platform to your business - fields, layouts, logic, and language - without a developer.

Deep dive

10+ custom field types: text, number, currency, date, select, multi-select, checkbox, phone, email, formula, and more
Validation rules - required, min/max, patterns - enforced everywhere
Conditional logic shows or requires fields live as other values change
Field groups and layouts: ordered, collapsible, multi-column sections
Field-level permissions hide sensitive fields by role, enforced on the server
Rename Contacts, Products, and Deals to your vocabulary - reflected across the whole app
CSV/XLSX import and export, including custom fields, with value-change history

Industry Templates

Seventeen installable templates that turn the generic workspace into an industry product - configuration only, fully editable afterwards.

Deep dive

Real estate, medical and dental clinics, private practice, beauty salons, law firms, consulting, education, retail, wholesale, manufacturing, car dealers, repair services, insurance, and SaaS
Each installs custom fields, pipelines, dashboards, reports, saved views, and vocabulary
Versioned upgrades with a preview that preserves your edits
Safe rollback if you change your mind
Everything a template installs appears automatically in reports, filters, and exports

Marketing Automation & Workflow Templates

Visual workflows that respond to everything happening in your workspace - with a starter library.

Deep dive

Trigger → condition → action builder with versioning
Workflow Templates seeded for clinics, sales, e-commerce, and agencies
Dynamic segments that recalculate automatically
SMS campaigns to any segment, with a per-recipient delivery log and execution metrics
Retry handling and full run-by-run logs

SMS & Communications

Send and schedule SMS to contacts and segments, with templates, delivery history, per-message cost and automatic opt-out handling.

Deep dive

Send now or schedule for a future date and time
Reusable templates with placeholders filled from the customer's record
Delivery status and cost for every message, in one searchable history
Opt-outs are captured and suppressed from later sends automatically

Engagement Engine

Membership programs with transparent scoring - designed for repeat-visit businesses.

Deep dive

Multiple membership programs with per-program scoring
Rule builder: triggers, conditions, points, and formulas with a live preview
Ordered tiers with automatic progression and a benefits access matrix
Auditable score ledger with localized reasons and manual adjustments
Engagement tab on every customer profile - score, tier, activity, progress to next tier

Loyalty & Rewards

A complete loyalty engine that turns transactions into relationships.

Deep dive

Points with full ledger and integrity auditing
Tiers with automatic upgrades and custom colors
Rewards, coupons, and redemption tracking
Referral programs with conversion payouts

Support Desk

Tickets and calls with the full customer story attached.

Deep dive

SLA policies with response and resolution timers
Priority queues, assignment, and internal notes
Call logging with recordings and transcripts
Activity feed from first response to resolution

Operations & Cases

Run the work that happens after the sale - multi-stage cases with required fields, documents and approvals at each stage.

Deep dive

Define case types with the stages your process actually uses
Stage gates enforce required fields, documents and approvals
Attach documents to the case they belong to
Every stage change recorded - what moved, when and by whom

Forms

Build forms visually, publish them anywhere, and capture leads automatically.

Deep dive

Eleven field types with validation rules
Public hosted pages and embeddable snippets
Auto-create contacts and leads on submission
Per-IP rate limiting against spam

BI, Report Builder & Custom Dashboards

From an executive cockpit to self-service reports your team builds in minutes.

Deep dive

Executive BI dashboard: revenue, pipeline, support, AI, and finance KPIs side by side
Report Builder with nested AND/OR filters, 13 operators, aggregates, and date bucketing
Custom fields are first-class: report, filter, group, and export on them
Custom Dashboards: drag-and-drop widgets on a 12-column grid, savable per team
CSV and Excel export
Dozens of ready-made reports and dashboards seeded in Persian, Arabic, and English

Finance Suite & Financial Center

From invoice to insight: full billing document flow plus one live money command center.

Deep dive

Invoices: create, issue, cancel, refund - with line items, paid/due amounts, and guarded status transitions
Payments: record, confirm, fail, refund - with per-invoice history
Payment links your customers can pay from a public page
Deterministic, print-ready receipts (RTL-safe)
Financial Center: revenue, profitability, cashflow, receivables aging, cost breakdowns, alerts and opportunities
Per-customer financial summary inside Customer 360

Customer Portal

A secure self-service space for your customers - separate from your team's workspace.

Deep dive

Passwordless sign-in with a one-time code or magic link
Invoices with line items, printable receipts, and payment history
Secure pay-by-link pages - customers can pay without an account
Support tickets with comments, plus your published forms
Order history, loyalty and membership status, and notifications
Customers see only their own data - internal notes are never exposed

AI Platform & Assistant

A working AI layer across the product - with cost transparency and human control.

Deep dive

Streaming AI assistant with conversation history
Every AI action that changes data requires your explicit confirmation
The AI speaks your renamed vocabulary and respects your field permissions
Lead scoring, churn risk, customer health, and next-best-action recommendations
AI-powered workflow steps and communications with execution logs
Per-action cost tracking billed from your transparent wallet

Subscription, Wallet & Usage Packages

Fair, transparent pricing mechanics built into the product.

Deep dive

A flat monthly subscription unlocks the platform
A prepaid wallet powers usage-billed actions - top up whenever you choose
Prepaid usage packages bundle credits at a saving; package credit is spent before the wallet
Every charge itemized: date, action, actor, quantity, unit price, total
Live pricing catalog visible in Settings → Billing - no mystery line items

Teamwork & Data Access

Internal chat, teams, and control over who sees which customers - and which fields.

Deep dive

Internal chat with mentions, reactions, pins, attachments and search
Nested teams, with a person in more than one
Per-role visibility: everything, their team's records, or only their own
Sensitive fields and phone numbers masked from those without permission
Workspace-wide search that never widens what somebody may see

Platform: Multi-language, RTL, PWA

The cross-cutting foundation every workspace gets - no upsell, no feature flag.

Persian (default), Arabic, and English - fully translated customer-facing screens
First-class RTL with mirrored icons and RTL-correct charts
Dual-calendar (Jalali or Gregorian) per user
Progressive Web App: installable, fast, dark-mode aware
Every workspace fully isolated with its own data

API, Webhooks & Integrations

Open by design - reach your workspace from everything else you run.

Deep dive

A documented API with scoped keys, an expiry, and a log of every request
HMAC-signed webhooks with automatic retries and a delivery log
WooCommerce sync: customers, orders and products from your online store
Two safe self-testers: run a real read-only request, or send one signed test event

Enterprise-grade security in every workspace

Security isn't an upsell. Every workspace gets the same hardened foundation.

Full workspace isolation on every row of data, enforced on the server
Role-based access control with granular permissions and custom roles
Field-level permissions hide sensitive data by role
httpOnly cookie sessions - tokens never touch the browser
Strict Content-Security-Policy and hardened response headers
AI actions are confirmation-gated - no silent writes
Complete activity trail through the event system

Read the full security overview

Ready to grow with every customer?

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One subscription · Every module included · No feature gates