Permissions run in teams mode keyed on the company, following a module.action naming convention. A matrix editor sets them per role, and a Company Super Admin role is created automatically at registration.
Company-scoped users, custom roles and a role by permission matrix; each employee sees only their eligible lead sources.
Permissions run in teams mode keyed on the company, following a module.action naming convention. A matrix editor sets them per role, and a Company Super Admin role is created automatically at registration.
Bring leads, conversations, catalogue sales and reporting into one workspace.
Multi-user tasks with type, priority and due dates, shown on a month calendar you can drag to reschedule.
Generate public category or hand-picked collection links with short URLs, optionally scoped to a single buyer.
Buyers browse a shared catalogue, get a live quote with quantity breaks and GST, and place an order ready to invoice.
A visual WhatsApp builder with trigger, message, media, quick-reply, form, API and catalogue blocks, plus auto start/stop windows.
Group contacts into campaigns, record sends and events, and see per-campaign performance on the dashboard.
A dedicated omnichannel view that aggregates every channel per lead, with search and unread counts.