Marketing, Sales, Support and Customer Success work from one shared customer record — from first touch to renewal and beyond. Capture and score every lead, run the pipeline, resolve tickets and grow accounts. The Flow-Cognition Agent works the record end to end, scoring leads, drafting replies and moving deals on its own.
Sales · Marketing · Support · Customer Success
Every tool your revenue teams need, on one shared customer record.
Capture, score and route leads from every channel.
Move deals through visual, drag-and-drop pipelines.
One shared record of every person you talk to.
Accounts with full history and relationships.
Calls, tasks and meetings logged automatically.
Sell on the move with the mobile app.
Booking links, calendar sync, automated reminders and no-show follow-ups.
Schedule, host and log meetings — every one written back to the record.
GPS check-ins, beat plans, geo-tagged attendance and live field-agent location.
Price-book line items, discount approvals and branded e-sign quote PDFs.
Files on the right record with versioning, access control and a full audit trail.
Automated nurture journeys that run themselves.
Design, send and track email campaigns.
Bulk and triggered SMS with delivery insights.
See where every lead came from and what they did.
Identify and follow up on website visitors.
Re-engage users with targeted push notifications.
Drag-and-drop forms and surveys that post straight into the CRM and trigger workflows.
Prebuilt sales, marketing and support applications on one platform.
Dialer, scripts and pipelines for tele-sales teams.
Complex, multi-stakeholder deal management.
Mobile CRM with check-ins and route planning.
The full sales + marketing + support bundle.
Capture and convert web and social leads.
One journey across email, SMS, WhatsApp & push.
Landing pages, forms and lead capture.
Turn visitors into tracked, scored leads.
Shared inboxes and internal notes for support teams.
The essentials your teams reach for every day — each backed by real objects in the platform.
Web forms, ads and calls become attributed, auto-scored leads — so sales always works the hottest first.
Leads to opportunities to quotes to orders, with forecasting, targets and territories built in.
Tickets, SLAs and CSAT keep customers happy; health scores, renewals and upsell keep them growing.
78 objects power CRM. Filter by department or search to find exactly what you need.
Plan, launch, and measure marketing campaigns across every channel so customers see the right message at the right time.
Inbound marketingAttribute every visit and lead back to the exact channel, source, and creative that produced it.
Inbound marketingDefine reusable audience segments and lists that every campaign sends to.
Capture inbound interest with published pages and convert visitors into tracked leads.
Inbound marketingCapture leads straight from your website into the CRM, mapped to the right fields.
Inbound marketingReuse approved, on-brand content so teams work faster and stay consistent.
Common objectsAttribute every visit and lead back to the exact channel, source, and creative that produced it.
Inbound marketingRules that add or remove points based on behaviour to surface sales-ready leads.
Plan webinars and events, and track registrations, attendance and outcomes.
Manage the content library — blogs, ebooks, videos — and track its performance.
Assign revenue credit across the touchpoints that influenced a conversion.
Allocate and control spend, then compare planned versus actual against results.
Test two variants of a message and let the better performer run automatically.
Design multi-step automated journeys that move contacts toward a goal.
A themed sequence of touches inside a journey that warms a specific audience.
Manage social content and conversations from one place.
Plan, launch, and measure marketing campaigns across every channel so customers see the right message at the right time.
Run referral programs that reward customers for bringing new business.
Collect structured feedback — NPS, CSAT, polls — from audiences.
Gated assets that capture leads in exchange for value.
Turn raw campaign activity into the numbers leadership actually watches.
Plan, launch, and measure marketing campaigns across every channel so customers see the right message at the right time.
Tie revenue back to the campaigns and channels that actually created it.
Attribute every visit and lead back to the exact channel, source, and creative that produced it.
Track meaningful conversions and the value they represent for attribution.
Group people into targeted lists so the right message reaches the right audience.
Keep local business listings accurate so nearby customers can find and trust us.
Watch and respond to public reviews so the brand stays trusted.
Track where target keywords rank over time and spot movement.
Run technical and on-page audits and track issues to resolution.
Track backlinks earned, their authority and health.
Capture, qualify, and route inbound prospects so no genuine buyer is ever lost.
Hold the single source of truth for each customer company that every team works from.
Store the people you deal with inside each account, with full communication history.
Track live deals through the pipeline and forecast revenue the business can rely on.
Build accurate, approved quotes fast and turn them straight into orders.
Confirm what the customer agreed to buy and hand a clean, priced record to fulfilment and finance.
Track every call, email, meeting and to-do against a record so follow-ups never slip.
Maintain the catalogue of what we sell, with pricing teams can quote from.
Set and track the numbers each rep and team is expected to hit.
Standardise why deals are lost so win/loss analysis is consistent and coachable.
Track live deals through the pipeline and forecast revenue the business can rely on.
Define who owns which accounts and regions so coverage is clear.
Schedule and record sales meetings with prospects and customers, and capture their outcome.
Book and manage on-site or service appointments with time-slots, confirmation and reminders.
Store, version and track sales documents — quotes, proposals, contracts — against the right record.
Maintain the catalogue of what we sell, with pricing teams can quote from.
Track live deals through the pipeline and forecast revenue the business can rely on.
Log, prioritise, and resolve every customer issue against a promised service level.
Hold the master service record for each customer the support team serves.
Define the response and resolution promises we make, and hold the team to them.
Give agents and customers instant, consistent answers and cut repeat questions.
Organise and configure support so tickets are handled consistently.
Move stuck or ageing issues to the right people before a customer becomes unhappy.
Measure how satisfied customers are after each interaction and act on it.
Give agents fast, consistent, approved replies to common questions.
Route incoming work into the right team bucket so nothing is unowned.
Log every reply and action taken on a ticket so the full conversation and audit trail live in one place.
Group related tickets under one root cause and fix it once.
Maintain the catalogue of what we sell, with pricing teams can quote from.
Attribute every visit and lead back to the exact channel, source, and creative that produced it.
Organise and configure support so tickets are handled consistently.
The customer-success view of an account — lifecycle stage, tier and owner. It points at the CRM Account rather than copying it.
What the customer actually pays for, and until when. One account may hold several — which is why this cannot live as fields on the customer.
A composite of usage, support, engagement, payment and renewal signals — the number that says whether a customer is thriving or quietly leaving.
What the customer actually uses — feature by feature, week by week. Adoption is the leading indicator; renewal is the lagging one.
A named, owned risk that the customer will leave — with the reason, the value exposed, and the mitigation.
The decision to continue — its value, its likelihood, and who is driving it. Opened from the subscription, closed against an opportunity.
A growth motion inside an existing account. The commercial record stays in Sales — this holds the customer-success context that Sales does not.
The agreed statement of what success means for this customer, and how it will be measured.
One measurable outcome inside a success plan, with a target and a deadline.
A repeatable set of plays the CSM runs when a signal fires — low adoption, a departed champion, a support spike.
The first ninety days — from signed order to first value. Distinct from HR Onboarding, which onboards an employee.
The scheduled conversation where value delivered is proved and the next quarter is agreed.
Every deliberate contact with the customer — call, email, meeting, check-in — and what came of it.
A relationship survey sent to a customer, and the score it returned. The per-interaction score already lives on CSAT.
A customer willing to speak for you — a call, a case study, a logo. Advocacy, tracked like an asset.
A relationship-level escalation: the customer, not the ticket, is the thing at risk.
Build table and pivot reports on any object, group and aggregate, then schedule them to land in inboxes automatically.
Flat rows-and-columns grid — one row per record. Best for record-level auditing, raw data review, and exports.
Cross-tabulated matrix with Fields, Columns, and Rows axes. Best for management summaries and cross-dimensional comparison.
A real loop on your CRM data — sense, decide, act — grounded in your records and governed by default.
Reads every lead, deal, contact and conversation across sales, marketing and support.
Scores leads, predicts churn, flags at-risk deals and picks the next best action.
Drafts replies, routes leads, moves deals and books meetings — on its own, all logged.
Five-tier model routing · field-level permissions · full audit trail. See the AI layer →
One CRM on one shared customer record. Marketing, Sales, Support and Customer Success all read and write the same record, so nothing has to be synced between tools.
CRM starts at ₹999 per user per month, and the support desk at ₹799 per agent per month. Prices exclude GST. See the pricing page for every plan.
Yes. Every object above is live in the platform, and you can add your own fields, forms and pipelines without code.
Yes. WhatsApp goes through the official Business API with approved templates, and SMS runs on DLT-registered routes.
In India. Office24by7 is DPDP compliant, access is controlled down to the field, and every change is logged. How we protect data →
Every object and report above is live in the platform. Start free, or let us map it to how your team works.
The node categories and agents that power CRM. Explore them all in the node catalog.
