Sell Smarter with
AI-Powered CRM
Contacts, deals, AI voice calls, WhatsApp, email campaigns, automation, and analytics — everything your team needs in one platform.
1-month free trial on Starter plan · No credit card required
Core CRM Features
The six pillars that power every customer interaction — from first touch to closed deal.
Contact Management
Complete contact profiles with interaction history, custom fields, auto-assignment, and WhatsApp auto follow-up on new leads.
Deals & Sales Pipeline
Visual Kanban pipeline with deal stages, value tracking, contact linking, and role-based deal visibility for reps and admins.
AI Voice Calling
Integrated Twilio-powered voice calls with AI audio processing, real-time media streams, call recording, and smart transcription.
WhatsApp Business
Full WhatsApp integration with conversations, flow-based chatbots, auto follow-up sequences, and template management.
Email Campaigns
Campaign builder with reusable templates, contact segmentation, and real-time tracking of sends, opens, and clicks.
Workflow Automation
Trigger-based automation engine with configurable actions, execution logging, and success rate tracking across all modules.
Built-In Modules
Every tool your team needs — calendars, documents, attendance, landing pages, and more — all under one roof.
Calendar & Google Sync
Full calendar with events, reminders, and two-way Google Calendar synchronization.
Projects & Properties
Track real estate projects, property listings with status, pricing, and availability.
Activity Logging
Log calls, emails, meetings, and notes against contacts, deals, and properties.
Documents
Upload and manage files linked to contacts, deals, properties, and projects.
Team Management
Create teams with leaders and members, assign roles, and manage access across the org.
Attendance Tracking
Employee check-in/check-out with admin overview and individual attendance history.
Landing Page Builder
Create and publish landing pages with a drag-and-drop editor for lead capture.
Data Pipeline
Import and sync contacts from external sources with configurable pipeline sources.
Notifications
Real-time in-app notifications with read/unread status and paginated history.
Role-Based Access
Granular permissions with admin, manager, and user roles controlling visibility and actions.
Analytics Dashboard
Real-time metrics on deals, campaigns, team performance, and revenue forecasting.
Measurable Business Impact
Real results backed by real features.
Faster Deal Closure
AI-powered pipeline automation and voice calling eliminate bottlenecks in your sales cycle.
Higher Productivity
Automation engine handles follow-ups, assignments, and routine tasks so your team can focus on selling.
Better Engagement
Reach customers on WhatsApp, email, and phone from one platform with full conversation history.
Data Visibility
Every interaction, deal, and activity tracked in real time across your entire organization.
Built for Every Team
From sales floors to operations — one CRM for the whole company.
Sales Teams
- Visual deal pipeline with Kanban boards
- AI voice calls with smart transcription
- WhatsApp and email follow-up automation
- Performance analytics per rep
Real Estate
- Project & property inventory management
- Buyer contact tracking & assignment
- Document management per property
- Site visit scheduling via calendar
Marketing Teams
- Email campaign builder with templates
- Landing page creation for lead capture
- Contact segmentation and targeting
- Open and click-through tracking
Operations & Management
- Team performance dashboards
- Employee attendance monitoring
- Workflow automation with logging
- Subscription & billing lifecycle management
Scope & deliverables
Exactly what we deliver
Buying CRM software is only half the job—teams need onboarding, data import, and governance so pipelines actually get used. Below is what we deliver alongside the DMT CRM product, in line with how enterprise SaaS vendors document professional services.
Tenant setup & configuration
- Org hierarchy (teams, roles, managers) modeled to your sales structure.
- Pipeline stages, deal fields, and mandatory data rules aligned to your process.
- Email sending domain authentication guidance (SPF/DKIM) for campaign module.
- WhatsApp Business / template onboarding checklist where you use that channel.
Data migration & integrations
- Contact, deal, and activity import from spreadsheets or prior CRM with dedupe rules.
- API integration planning for ERP, telephony, or marketing tools—scoped phases.
- Webhook or batch sync patterns documented with error handling expectations.
Training & adoption
- Role-based training (rep vs manager vs admin) with recorded sessions where allowed.
- Playbooks for daily workflows: lead response SLAs, follow-up cadences, reporting.
- Success metrics agreed in week 1 (e.g. pipeline hygiene score, activity per rep).
Go-live & hypercare
- Cutover checklist: freeze window, final import, smoke tests on voice/WhatsApp if enabled.
- Hypercare window for P1/P2 issues with defined response targets.
- Post-go-live review at 30/60 days with optimization backlog.
Outcomes we align to
- →Higher CRM adoption and cleaner pipeline data within the first quarter.
- →Fewer “shadow spreadsheets” because teams trust the system of record.
Typical tooling & stack
Final choices depend on your environment; we document decisions in an architecture note for every engagement.
How we work with you
- Self-serve + docs
- Guided onboarding (bundled hours)
- Enterprise rollout with solutions engineer
Industry CRM editions
Searching for price of CRM or a vertical fit? Start on CRM pricing, then explore dedicated pages for common sectors — same core product, implementation patterns tuned to your workflows.
Ready to Close More Deals?
Start your 1-month free trial or talk to our team to design a CRM rollout tailored to your revenue goals.