- CRM
- Customer Relationship Management — aisa software jo sales pipeline ke dauraan leads, contacts, deals aur customer ke saath har interaction ko track karta hai.
- ERP
- Enterprise Resource Planning — aisa software jo business ke core operations (inventory, purchase orders, sales orders, accounting) ko ek hi connected system mein manage karta hai.
- Lead Pipeline
- Wo stages jinse hokar ek prospective customer guzarta hai, pehle contact se lekar jeetne ya haarne tak — jaise New, Contacted, Qualified, Proposal, Won.
- Speed-to-Contact
- Nayi lead aane ke baad sales team kitni jaldi respond karti hai. Tez response ka seedha sambandh zyada conversion rate se hai.
- Round-Robin Assignment
- Har lead ko manually assign karne ki jagah, available sales staff mein nayi leads ko apne aap barabar baantna.
- WhatsApp Cloud API
- Meta ka official business messaging API, jiska use business number se bade paimane par WhatsApp messages, templates aur broadcasts bhejne aur paane ke liye kiya jata hai.
- Multi-Tenant SaaS
- Ek hi software platform jo kai alag-alag customer organizations ("tenants") ko serve karta hai, jisme har tenant ka data baaki sabhi se poori tarah alag rakha jata hai.
- Renewal Tracking
- Maujooda customers ke liye aane wali policy, subscription ya SIP renewal dates par nazar rakhna, taaki team inke lapse hone se pehle follow-up kar sake.
- Cross-Sell / Upsell
- Maujooda customer ko unki profile aur history ke aadhar par ek additional product (cross-sell) ya unke paas pehle se maujood cheez ka zyada value wala version (upsell) offer karna.
- KYC
- Know Your Customer — customer ki pehchaan aur documents ko verify karne ki process, jo insurance aur mutual funds jaise regulated industries mein aam hai.
- Role-Based Dashboard
- Aisa dashboard jo har team member ko sirf unke role se juda data aur actions dikhata hai — ek salesperson ko apni pipeline dikhti hai, ek owner ko poori company ka revenue dikhta hai.
- AI Sales Assistant
- Ek AI agent jo business ke real data ka use karke sawalon ke jawab de sakta hai, aane wali leads ko apne aap qualify kar sakta hai, aur sensitive cheezein insaan ko saup sakta hai.
- Cart Abandonment
- Jab koi visitor cart ya catalogue order mein items add karta hai lekin checkout poora kiye bina chala jata hai — ise track kiya jata hai taaki business follow-up kar sake.
- Trial-to-Paid Conversion
- Kisi business ke free trial period se paid subscription plan par jaane ki process.
- Prepaid Billing
- Ek billing model jisme customer apne subscription period ka payment usage ke baad bill hone ki jagah pehle se karta hai.