Manage contacts and leads, drive deals through a visual pipeline, log every call and email, route approvals on big discounts, and reach customers on WhatsApp — all configured without code, all on one platform.
Contacts, deals, activities, approvals and outreach — modelled as entities and workflows you fully control. Add a field, change a stage, or wire up an automation in minutes.
A single record for every account, contact and lead, with custom fields, tags, owners and full interaction history. Capture leads from webhooks and forms, then qualify and assign automatically.
Drag deals across stages on a kanban board, or work them in a table or dashboard. Status, priority, currency and progress fields keep every opportunity moving and forecastable.
Log calls, meetings, emails and notes against any record. Date and time fields, people pickers and a timeline give reps and managers a complete account of every touchpoint.
Use the approval matrix to route large discounts, high-value deals or special terms up the chain. Authorization rules decide who can view, edit and approve at every step.
Use Slice & Dice on deals by stage, owner, region or source. Build pivots, charts and KPI widgets into live dashboards, and share reports with leadership through the page viewer.
Design and validate WhatsApp templates, send emails, and run a two-way inbox — all triggered by deal stages so follow-ups go out at exactly the right moment.
Event-driven triggers and scheduled jobs handle the busywork: auto-assign new leads, advance stale deals, fire reminders, update statuses and call your own APIs on any change.
Ask natural-language questions about your pipeline and get answers as tables and charts. Configure an agent on triggers to summarize accounts, draft follow-ups and surface at-risk deals.
Row-level and field-level access map to your team hierarchy, so reps see only their accounts. Flag sensitive customer fields as PII, and isolate data per organization.
Stage changes in your pipeline can fire WhatsApp templates, emails and Slack alerts automatically — and every reply lands in a two-way inbox attached to the right deal.
Build and validate approved templates, then send them from a workflow with merged deal and contact data.
Trigger personalized follow-ups and proposal emails on any event, logged back against the contact record.
Replies — text, image, audio, document or contact cards — flow into one conversation linked to the account.
Every part of this CRM is built from the same no-code primitives that power any process on Processo. Extend it, connect it, or build your next workflow on the same foundation.
Custom entities, relationships and 23 field types with validation — the model behind every contact and deal.
Explore data model →Triggers, scheduled jobs and custom actions automate assignment, reminders, approvals and outreach.
Explore workflows →Agents answer questions about your pipeline, run on triggers, and surface results as tables and charts.
Explore AI agents →