Contacts and pipeline for Indian SMBs

Stages made for your business

A real estate agent starts with Inquiry → Site Visit Scheduled → Site Visit Done → Shortlisted → Token Paid → Agreement Signed → Closed or Lost. Healthcare and clinics, education and coaching, and e-commerce and D2C each get their own stages. Any other business starts with a simple sales pipeline: New → Contacted → Qualified → Proposal → Won or Lost.

You can change stages later. Need buyers and sellers apart? Add a second pipeline with New pipeline, and choose in each form's settings which pipeline it fills.

Fields that match what you track

Each business type adds the details it needs to every contact. Real estate adds property type, budget range, location preference, possession date and the property ID or project. Add your own fields for anything else you track.

See the money at every stage

Each column shows the total deal value sitting in it, in rupees with Indian grouping, so you can see how much business is waiting at site visit and how much at token paid. New contacts go to your default pipeline unless a form sends them somewhere else.

Find anyone fast

Search by name, phone number or email. Filter to the last 30 days to see this month's fresh enquiries. Archived contacts are kept, but they're hidden from the board, so the pipeline shows only live deals.

Safe for a team

Everyone with the right role can move cards and work leads. Only the owner or an admin can delete a pipeline or a stage, so nobody wipes a column by mistake.

• Owner: everything, including the plan and inviting admins
• Admin: everything except the plan
• Agent: contacts, the pipeline, the inbox and broadcasts
• Viewer: can look around, can't change anything

Built for the phone in your pocket

Contacts and pipelines fit a phone screen, so you can update a lead from the site visit itself. Every move saves as you make it; there is no Save button to forget.