Daily Digest

No more guess work or scrolling the reports to find out the best leads to work upon. Every single followup you need to do during the day or person you need to contact will be available on Daily Digest.
Daily Digest keeps you organise and helps you close deals faster. Daily digest gives you a glimpse of;
  • Actions to be performed during the day.
  • Tasks lined up or missed.
  • Active deals require your attention.
  • Leads missing data or yet to be contacted.
  • and more...
Limited Period Offer
$ 2
per user for all features
Daily Digest
Your Virtual Assistant

Missing followups? When you get a lot of leads on the daily basis then the chances of old leads getting lost are higher. With Daily Digest you will get a clear picture of your daily tasks, missed followups, target achieved and many more analytical data.

An Intelligent Assistant To Manage Your Day

No more guess work on followups or juggling the calendars. Let the system manage your day for optimal productivity.
Pending Actions

New leads, responses received or leads assigned to you by LMS. Everything with priority will be at your disposal to take action on.

Tasks & Followups

Single window report for all your pending tasks, missed followups and what action should be taken on them will be displayed here.

Overshot Deals

Missed the deadline for a deal or the deal was slipped from your mind? Don't worry, Digest will show you all the deals here which require your attention.

Missing Data

A CRM is only good as data entered into it. If your team members do not update the data then you can't get the CRM's full potential. We will not let it happen.

Let your team check their performance in real-time

Sales Target

Displays realtime status of target achieved vs total target. Keeps the sales team focused.

Lead Status

Displays the quality of leads received during last 30 days. Also, helps in judging sales pipeline.

Deals Performance

It helps to understand where the team is lacking based on the number of deals lost vs won.

Hot Selling Products

To achieve targets, one should focus on customer demand. This chart helps them understand what customers want.

Conversion Ratio

Getting hundred leads in a month but closing just a few. Conversion ratio is a very important data point to understand performance.

Daily Activity

Get a glimpse of daily activity like how many leads received, created, mails sent or received etc.

All the essential tools to run your business smoothly...

Best Features Of

We don't compromise on the features just because we are selling an affordable CRM.
Contact Management
Manage your contacts like a boss, every communication, every minute detail at your disposal in seconds.
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Cloud Telephony (ZipCall)
Are your customers based in different countries? Don't worry, let them call right from your website with ZipCall for free.
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Invoicing
Send invoices to your customers in a jiff. All the details are automatically fetched from CRM.
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Ticketing System
Better support helps to retain customers & let them self resolve their issues. With proper ticketing system you can offer 24x7 support.
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Marketing Automation
Automate your marketing & run campaigns without human intervention. Send Email, SMS, WhatsApp messages on rulesets based on your business needs.
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Workflows
Let your actions start a chain reaction to update the CRM or perform actions like sending an email to user or customers.
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Bulk Email Campaigns
Email is still has the best RoI. Run bulk email campaigns right from the CRM panel using any email service provider.
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Bulk SMS Campaigns
SMS is cheap and gives you best open rate. Run the bulk email campaigns right from the CRM panel using any SMS service provider.
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Custom Forms
Create forms as per your requirement and attach to the customer's profile. Get the data as you want and require.
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Deals Management
Always have your sales pipeline on your fingertips. No need to ask your team members or searching on the CRM.
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Proposals
Create custom proposals for your customers and send them as a PDF attachment. You can also create templates which can be used by every employee.
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Daily Digest
All the tasks, missed followups, recommendations on a single screen. Get charts & graphs about sales performance and take actions on it.
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Employee Tracking
No more guess work on whether your field employees are working or not? Get real-time reporting & location on your mobile or web-panel.
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Lead Management
Automatically distribute leads to multiple users based on different parameters, shifts and work load.
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File Manager
Upload files like KYC documents, proposals, images, zip-docs or anything related to customers and access them anywhere.
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Fully Customisable
Fully customisable CRM based on your requirements. Add products & services, lead status or almost anything.
Integrations
Ready to use integrations with most popular sites used for lead generation like Google-Ads, Facebook/Instagram, JustDial, IndiaMart.
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Filters
Create your own filters to get custom reports based on exhaustive search criteria. Create any type of report easily.
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Task Scheduler
Create & schedule tasks to get a reminder automatically before the meeting or followup. Forgetting a meeting is a thing of past.
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Webhooks
Send data to any third party software easily. A simple way to use one-way APIs.
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Believe us, the list doesn't end here, we have just started.