Visualize, Manage, and Convert with CRM Boards
Turn leads into deals with drag-and-drop CRM boards that mirror your sales pipeline. Track progress, trigger automations, and jump into live chats — all from a single view built for velocity.
Drag-and-Drop Pipeline
Visually move contacts between stages (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 and continue the conversation without leaving the 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 stage — send contracts, schedule follow-ups, or notify teams instantly.
Smart Tickets & Roles
Role-based ticket access, customisable table / board / chart views, and real-time sync keep your team aligned and secure.
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