The CRM Built for BPO Excellence
Manage clients, track follow-ups, sync with Airtable, and control your entire team — all from one secure, multi-tenant platform.
Built for Modern BPO Operations
Every feature your team needs — from client tracking to automated follow-ups — in one secure, WordPress-native platform.
Client Management
Full client lifecycle tracking with status pipeline, contact details, notes, and CSV import/export.
Follow-Up Pipeline
Kanban-style follow-up board with priority levels, due dates, and client linking.
3-Tier RBAC
Admin, Manager, and Agent roles with hard-coded permission gates on every action.
MFA & Session Security
Email OTP verification, 30-minute inactivity timeout, and concurrent-session IP blocking.
Airtable Sync
Push and pull client data to/from Airtable with field mapping and live connection testing.
Audit Trail
Every view, edit, login, and export is logged with user, role, IP, and timestamp. Admin-only visibility.
Email Center
SMTP configuration, email templates, bulk sending, and full sent-email log.
Multi-Tenant Isolation
Team ID architecture ensures each team only ever sees its own records — enforced at the database level.
WordPress Native
Runs entirely on your own WordPress install. No SaaS fees, no external data storage, full ownership.
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