Sales - Marketing - Call Center - Automation

Every lead. Every touch. Source-attributed and closed.

A CRM built for operators who actually sell. Web forms, Meta Lead Ads, VICIdial and WhatsApp pour into one pipeline with automation, attribution, and a single dashboard that ties marketing spend to revenue.

Meta Lead Ads sync
VICIdial Call center ready
UTM Source tracking
Click-to-call
Automation
SLAs
The problem

You spend on ads. Leads vanish. Nobody knows what worked.

Without source attribution, automation and a tight call center loop, marketing budget gets blamed and sales gets ghosts.

๐Ÿ“ฅ

Leads scattered across inboxes

Web form emails, Meta CSV exports, Excel sheets and WhatsApp screenshots. Half the leads are stale before anyone calls.

๐ŸŽฏ

No source attribution

You cannot say which campaign or which keyword paid for itself. Budget shifts feel like guessing.

๐Ÿ“ž

Call center disconnected

Agents call from a separate system. Dispositions and recordings live somewhere else. Sales managers reconcile manually.

The solution

One CRM. Every lead source. Every outcome.

Web forms, ad networks and dialers all feed the same record. Automation routes, scores and reminds. Reporting closes the loop on spend vs. revenue.

< 60s lead-to-agent
100% source-attributed
โ†“ 40% lost leads
Real-time ROI dashboards
Core modules

12 modules. From first click to closed deal.

Roll out lead capture and pipelines first; add call center, automation and ROI reporting as you scale.

01

Lead Capture

Web forms, landing pages, chat widgets and inbox parsers - leads land instantly with full context.

02

Meta Lead Ads Sync

Real-time sync of Facebook and Instagram lead forms - with ad set, campaign and creative metadata.

03

VICIdial Call Center

Click-to-call, queue routing, dispositions, recordings linked to leads and agent KPI dashboards.

04

Pipelines & Stages

Multiple pipelines (sales, after-sales, retention) with custom stages, SLAs and win/loss reasons.

05

Source Attribution

utm_source, medium, campaign, term, content, gclid, fbclid - captured on every lead and reported in revenue.

06

Automation Workflows

Trigger-action rules: scoring, auto-assignment, follow-ups, stale-lead reminders, stage SLAs - no code.

07

WhatsApp & SMS

Two-way WhatsApp Business and SMS conversations attached to the lead - templates, opt-in and audit trail.

08

Email Sequences

Triggered drip campaigns, templates, open/click tracking and lead nurturing tied to pipeline stage.

09

Quotes & Deals

Branded quote PDFs, e-signature, expiry timers and conversion to invoices with optional fiscalization.

10

Reports & ROI

Revenue by source, campaign, team and rep. Cost-per-lead, cost-per-customer and pipeline forecasts.

11

Mobile App

Reps update deals, log calls and read pipelines from a Flutter app - push notifications for new leads.

12

Admin & Audit

Role-based access, 2FA, granular permissions and audit logs for every record and pipeline action.

Integrations

Plays with the stack your sales and marketing already run

From ad networks to dialers to invoicing - the CRM is the source of truth without replacing your tools.

Meta Lead Ads
Google Ads
VICIdial
3CX / Asterisk
WhatsApp Biz
SMTP / IMAP
SMS Gateways
GA4
Stripe / Bank
AL Fiscalization
Slack / Teams
Webhooks / API
Mobile App

Your reps close from the road.

Push notifications when a new lead lands. One-tap call and WhatsApp. Voice-to-text for notes after a call. Quotes signed on a phone.

  • Real-time push for new leads + SLA reminders
  • Click-to-call and click-to-WhatsApp from the lead
  • Voice notes auto-transcribed into the activity log
  • Quote preview + e-signature directly from the phone
Get a Mobile Demo
Security & Compliance

Customer data is a liability if it leaks. Treat it that way.

RBAC, audit logs, GDPR-aware consent and call recording retention - built in, not bolted on.

  • Granular RBAC - manager, SDR, agent, accountant roles
  • GDPR-aware consent with opt-in capture and erasure workflows
  • Call recordings retention and access-on-reason
  • 2FA & SSO for staff and admins
  • Encrypted at rest & in transit with TLS and DB-level encryption
  • Full audit log of every lead and deal change
Deployment Options

Cloud, private or on-prem - your call.

Four deployment models - pick what fits your size, security policy and call volume.

Fastest

SaaS (managed)

We host and operate. Best for SMB sales teams and growing operations.

  • Go-live in days
  • Auto updates
  • EU storage
Sovereign

On-Premise

Inside your data center. Best for regulated industries and large call centers.

  • Air-gap capable
  • Local recordings
  • Docker / K8s
Flexible

Hybrid

Call recordings on-prem, CRM in the cloud. Best for compliance with low TCO.

  • Compliance + scale
  • Smart sync
  • Disaster recovery
FAQ

Questions ops and marketing leaders ask first

Drop the rest in the form below - we will respond within one business day.

Do you integrate with Meta (Facebook/Instagram) Lead Ads?

Yes. We pull leads from Meta Lead Ads in near real time, map every form field, attach ad set, campaign and creative metadata, and assign the lead to the right pipeline and owner automatically. No CSV uploads.

Can you integrate VICIdial or another call center?

Yes. VICIdial is supported out of the box - click-to-call, call dispositions, recordings linked to the lead, queue routing and agent KPIs. Other dialers (3CX, Asterisk, cloud providers) are supported via API.

How do you handle source attribution and UTMs?

Every lead carries utm_source, medium, campaign, term, content, gclid and fbclid where present. The CRM reports on revenue and conversion by source, campaign and channel - end to end.

What automation is built in?

Trigger-based rules (when X happens, do Y): lead scoring, auto-assignment, follow-up tasks, email/SMS/WhatsApp templates, stale-lead reminders and pipeline stage SLAs. Workflows are visual and editable by non-developers.

Can it run multi-team and multi-pipeline?

Yes. Multiple pipelines (sales, after-sales, retention, partner deals), multiple teams with separate permissions, and shared reports at the management level. Custom roles cover SDRs, account managers and call center agents.

How is the system priced?

Per-user monthly with annual or fixed-scope implementation. Lead volume tiers and call center seats are sized to your operation. Request a tailored quote.

Request a Demo

See the CRM running on your funnel.

We will load a sample of your leads (CSV or live Meta Ads connection), mirror your pipeline and demo a 45-minute walkthrough with your numbers.

Free discovery call - NDA on request - No spam