Visualize, Manage, and Convert with CRM Boards
Drag-and-Drop Pipeline
Visually move contacts between stages (e.g., Lead → Qualified → Closed Won). Update statuses in seconds, no spreadsheets needed.
One-Click Live Chat Access
Click any contact card to launch the full chat history. Continue conversations without leaving the CRM board.
Smart Filters & Segmentation
Slice boards by status, agent, tags, or last interaction. Find high-priority leads, stalled deals, or VIPs in one click.
Automated Board Actions
Set rules in Flow Builder: “Move to ‘Closed Lost’ after 14 days of inactivity” or auto-assign hot leads to top agents.
Triggers on Every Move
Launch workflows when a contact changes stages: Send contracts, schedule follow-ups, or notify teams instantly.
Team Collaboration Controls
Restrict board access by role, hide sensitive pipelines, or let teams collaborate on shared boards with comments.
Smart Tickets: Track, Assign, and Automate Every Request
Role-Based Ticket Access
Control who views, edits, or resolves tickets based on user roles (e.g., agents vs. admins). Keep sensitive data secure.
Customizable Views
Filter tickets by “Assigned to Me,” priority, status, or custom tags. Save views for one-click access to critical tasks.
Multi-Layout Flexibility
Switch between table (spreadsheet-style), board (Kanban), or chart views—pick what suits your workflow best.
Real-Time Sync
Tickets auto-refresh as teams update them. No manual reloading—always see the latest status.
Live Chat Integration
View and update tickets directly in the chat sidebar. No switching tabs—resolve issues while messaging.
Automation-Driven Tickets
Trigger workflows on ticket creation/updates: Auto-assign urgent issues, escalate overdue tasks, or notify stakeholders.