08 · Operations

CRM & Sales Management Platform

Custom customer relationship management software for managing leads, customers, and sales activities.

Starting from

LKR 1,250,000

Implementation

6–10 weeks

Core scope

13 features

Customise this product View included scope

Included foundation

Core product scope.

A complete working foundation, ready to be adapted to your processes, brand, and users.

Available extensions

WhatsApp, email, call-centre, accounting, AI assistant, and marketing automation integrations.

Lead management
Customer database
Sales pipeline
Follow-ups
Tasks and reminders
Quotations
Sales representatives
Customer interactions
Notes and documents
Sales targets
Dashboard
Sales reports
Role-based permissions

Product configurator

Shape the product around your operation.

Choose a rollout, add the modules you need, and generate a configuration brief. Your final scope, price, and timeline are confirmed after requirement analysis.

01Choose your rollout model

02Select product extensions

Choose only what supports your current operating model. The scope can be refined during discovery.

WhatsApp integrationApproved messaging, templates, customer history, and routing.Email synchronisationConnect business inboxes and attach conversations to records.Call-centre integrationCall activity, agent context, disposition, and follow-up workflows.Accounting integrationMove approved quotations, invoices, and payment status between systems.AI & marketing automationAssisted responses, lead qualification, sequences, and workflows.

03Add launch services

Data migrationPrepare and import approved data from existing systems.On-site team trainingRole-based, in-person training for your operating team.Priority launch supportAn enhanced support window during rollout and adoption.

04Add project notes

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