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CRM · PBX · WhatsApp · Client portal

Everything your sales team needs, in one window

CRM, PBX, WhatsApp and client portal — one product, one login. The agent opens a lead, clicks "Call" and talks; the call is recorded, the outcome stays on the card, and the next lead comes up.

Your own PBX, your own data. Every deployment is set up for you.

Who it's for

Built for every team that sells by phone

Interface in English, Turkish and Russian. Same workflow whether your team is five people or fifty.

Phone sales teams

One flow from lead to sign-up: scored pool, automatic dialing queue, WhatsApp and call recording on the same card. The agent clicks "Next", the number comes up, and the outcome stays on the card.

Call centers and customer service

The client card opens on inbound calls; callback scheduling, recorded calls and request tracking are right there. Live monitoring, listen-in and reports let you run the team from one screen.

Service businesses managing sign-ups and requests

Training providers, subscription services, insurance agencies, real estate offices… Clients sign up in a portal under your brand, upload documents and open requests; agreements come back e-signed and your team follows up from the CRM.

Modules

One product, not a stack of separate tools

Every module writes to the same database. Enter something once and it shows up everywhere.

Leads and pool

Lead card, source and campaign, scored pool. The agent clicks "Next" and the system brings up the number.

  • Import by copy-pasting from Excel; lead entry via API
  • Status, callback schedule, comment history
  • The same number is never opened twice in the same campaign

Browser calling

Your own PBX, a headset and one click. No separate softphone.

  • Call recording on the lead card
  • Noise suppression
  • Line selection and lead matching on inbound calls

Live monitoring and listen-in

Who is talking to whom, and for how long — on a live screen.

  • Silently join a call
  • Whisper to the agent (the client doesn't hear)
  • Instant announcements to the team

WhatsApp

WhatsApp opens in a side pane of the desktop app; conversations are logged to the lead card.

  • Bulk messaging (through the app)
  • Numbers stay masked in WhatsApp too
  • Voice calls shown as minutes in the CRM

Clients and requests

A lead that signs up becomes a client. Requests opened in the portal land in the CRM and the agent follows up.

  • Requests with status and history
  • Support requests and chat
  • Partner (referral) portal and commission tracking

Reports and meetings

Call and outcome reports broken down by agent and desk. Meeting schedule, team chat, shared posts.

  • Daily bulletin and document sharing
  • Notifications on the phone too (PWA + push)
  • Meeting reminders

Agreements, email, SMS

Send the client an agreement link and get it back e-signed. Email and SMS straight from the lead card.

  • Agreement e-signature
  • Email templates (your own SMTP)
  • SMS module (optional)

Administration and API

Users, roles, campaigns and desks, PBX, email, SMS, AI assistant, recordings.

  • External API v1: lead creation, call records, definitions
  • Facebook lead form integration
  • Per-key permissions and rate limits
Desktop app

CRM, WhatsApp and PBX in one window

The ALL IN ONE desktop app: CRM on the left, WhatsApp on the right, phone at the bottom. Agents never switch windows; they open WhatsApp from the lead card and call from the same screen.

  • Windows, Mac and Linux; automatic updates
  • Windowed layout: arrange the panes the way you need
  • The company WhatsApp number connects via QR; numbers stay masked
  • An administrator sets it up; agents only receive their login details
Client portal

A separate portal for your clients, under your brand

Clients sign up, upload their documents, open requests and track their status, and chat with a support agent. A sign-up in the portal automatically becomes a client in the CRM.

  • Sign-up, document verification, profile and password
  • Open requests and track them; request history
  • Support chat and partner (referral) portal
  • Works like an app on the phone (PWA) + push notifications; Telegram mini app
How it works

First call in three steps

We handle the setup; you define your team and start calling.

  1. Setup

    Deployed in your name: CRM, PBX and client portal. Your own domain, your own PBX, your own data. The portal carries your company name.

  2. Team and campaigns

    You define users, roles, desks and campaigns. Import leads by pasting from Excel, or connect a Facebook form and the API.

  3. First call

    The agent logs in, puts on the headset and clicks "Next". The call is recorded, the outcome is entered, the next lead comes up. You watch it all on the live screen.

Security

Your data, your control

Sales data is sensitive. The product is built so agents never see more than they need to.

Two-factor authentication

An authenticator app (TOTP) can be made mandatory for admin and desk accounts.

Panic lock

One button closes every session, deactivates user accounts and locks the desktop apps and the external API. Nobody gets in until an administrator unlocks it.

Phone number masking

Agents call without seeing the number. In the CRM, in WhatsApp and in the API, numbers are masked according to permissions.

Roles and permissions

Who sees what, who listens to whom, who downloads which report — all by role. Listening to recordings requires a separate permission.

Your own deployment

A separate deployment for every customer. Your data never shares a database with other companies.

Your own PBX

Calls go out through your own PBX and recordings stay with you. You choose your SIP carrier.

FAQ

Frequently asked questions

Do we use our own PBX or yours?

The product ships with its own PBX (Asterisk), deployed specifically for you. You choose your SIP carrier (line provider); we connect it. Call recordings stay in your deployment.

Can we import our existing leads?

Yes. Copy the columns from Excel (Full name, Phone, Email, Source) and paste them into the import box. For a continuous feed, use the External API (v1) and the Facebook lead form integration. The same number is never reopened in the same campaign.

Do agents see clients' phone numbers?

It depends on their permissions. In the default setup, agents see a masked number (0532 ••• •• 33) and call with one click. Masking also applies in the WhatsApp pane and in API output.

Can it be used on a phone?

The CRM works in the phone browser and as a home-screen app (PWA); notifications arrive via push. The client portal is also a PWA and can open as a Telegram mini app. The WhatsApp pane lives in the desktop app.

Does the client portal show our brand?

Yes. The company name and support address are yours, and the portal runs on your own domain. Clients sign up, upload documents and open requests in the portal; the matching record is created automatically in the CRM.

How much does it cost?

We prepare a quote based on your team size and the modules you'll use. Fill out the form; we'll call you for a short demo and then send the quote.

Book a demo

Let's do a short demo tailored to your team

Fill out the form. We'll call you, talk through your team's workflow and show the product live. Then we'll send a quote based on the modules and your team size.

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